Transactions

Welcome to ToolHound 6

ToolHound Cloud vs ToolHound On-Premise

ToolHound Glossary

Getting Started - Start Here

Getting Started - Implementation Step Summary

Getting Started - Onboarding Meeting

Getting Started - Installing ToolHound On-Premise

Getting Started - Review Company Settings

Getting Started - Location Setup

Getting Started - Utilities Setup

Getting Started - Personnel Setup

Getting Started - Inventory Setup

Getting Started - Transaction Setup

Getting Started - Service Setup

Getting Started - Purchasing Setup

Getting Started - Transaction Rental Setup

Getting Started - Transfer Rental Setup

Getting Started - "Go Live" Check List

Technical Requirements

Installing ToolHound 6 On-Premise

Installing ToolHound 6 On-Premise as an Azure App Service

Installing ToolHound 6 On-Premise using Windows Authentication

Troubleshooting the Installation

Upgrading from ToolHound 5

Registering the ToolHound 6 Database

Configuring Email - On Premise only

Configuring Single Sign On (SSO) - On Premise Only

Setting up Microsoft authorization for SSO

Setting up Google authorization for SSO

Configuring Two Factor Authentication (2FA) - On Premise Only

Logging In to the TH6 Browser

Using Forgot / Reset Password

About the Home page

About Message

About Favorites

About Links

Adding Links by a User

About the Data Toolbar

About Attachments

Adding an Attachment

Editing an Attachment

Viewing an Attachment

Deleting an Attachment

About Other Commands

About Page icons

Reporting a Bug

Submitting a Feature Request

About the User Menu

About Configure 2 Factor Authentication

About Issue / Return

Issuing Inventory

Returning Inventory

Exceptions Returning Bulk or Consumable Inventory

About Create Requisition

Catalog tab for Create Requisitions

Selected Items tab for Create Requisitions

Creating a Requisition

About Pick Requisition

General tab for Pick Requisitions

Details tab for Pick Requisitions

Substitutions tab for Pick Requisitions

Picking a Requisition

About Reassign Assets

Reassigning Issued Inventory

About Transactions

General tab for Transactions

Details tab for Transactions

Replaced With tab for Transactions

Exchanged For tab for Transactions

Looking up a Transaction

Editing a Transaction

About Transaction Requisitions

General tab for Requisitions

Details tab for Requisitions

Approvals tab for Requisitions

Substitutions tab for Requisitions

Transaction Details tab for Requisitions

Looking up a Requisition

Editing a Requisition

Canceling a Requisition

Deleting a Requisition

Approving a Requisition

About Transaction Types

Adding a Transaction Type

Looking Up a Transaction Type

Editing a Transaction Type

Deleting a Transaction Type

About Return Statuses

Adding a Return Status

Looking Up a Return Status

Editing a Return Status

Deleting a Return Status

About the Issued Assets Email

Sending the Issued Assets Email

About Part Numbers

General tab for Part Numbers

Alternate IDs tab for Part Numbers

Stocking Points Tab for Part Numbers

Items tab for Part Numbers

Notes tab for Part Numbers

Tasks tab for Part Numbers

Vendors tab for Part Numbers

Transaction History tab for Part Numbers

Certifications tab for Part Numbers

Adding Part Numbers

Looking Up Part Numbers

Editing Part Numbers

Adding a Picture to a Part Number

Changing the Picture on a Part Number

Adding a Task to a Part Number

Add a Certification to a Part Number

Deleting Part Numbers

About Serialized Items

General tab for Serialized Items

Purchase Rental information tab for Serialized Items

Alternate IDs tab for Serialized Items

Notes tab for Serialized Items

Transaction History tab for Serialized Items

Service Requirements tab for Serialized Items

Setting Initial Service Details for Serialized Items

Adding a Service Requirement for Serialized Items

Work Order History tab for Serialized Items

Adding a Serialized Item

Looking Up a Serialized Item

Editing a Serialized Item

Deleting a Serialized Item

About Kits

Creating a Serialized Kit

Creating a Bulk Kit

About Dissolving Kits

Creating a Dissolving Kit

Replenishing Consumables in a Kit

Removing Items from a Kit

Deleting a Serialized Kit

About Serialized Kits & Counts

About Retired Items

Reinstating a Retired Item

Manually Retiring an Item

About Adjust Inventory

Creating an Inventory Adjustment

About Create Count

Creating a Count

About Counts

Counted tab for Counts

Discrepancies tab for Counts

Final tab for Counts

Looking Up a Count

Updating a Count

Deleting a Count

About Close Count

Closing a Count

About Categories and Sub Categories

Adding a Category and Sub Category

Looking Up a Category or Sub Category

Editing a Category and Sub Category

Deleting a Category and Sub Category

About Manufacturers

Adding Manufacturers

Looking Up Manufacturers

Editing Manufacturers

Deleting Manufacturers

About Inventory Types

Adding an Inventory Type

Editing an Inventory Type

Deleting an Inventory Type

About Units of Measure

Adding a Unit of Measure

Looking Up a Unit of Measure

Editing a Unit of Measure

Deleting a Unit of Measure

About Inventory Statuses

Adding an Inventory Status

Looking Up an Inventory Status

Editing an Inventory Status

Deleting an Inventory Status

About Conditions

Adding a Condition

Looking up a Condition

Editing a Condition

Deleting a Condition

About Departments

Adding a Department

Looking up a Department

Editing a Department

Deleting a Department

Rental Periods

About Vendors

General tab for Vendors

Notes tab for Vendors

Purchase History tab for Vendors

Adding a Vendor

Looking Up a Vendor

Editing a Vendor

Deleting a Vendor

About Change Item Status

Changing the Status of an Item

Looking Up an Item Status Change

About Change Inventory Type

Changing the Inventory Type on a Part Number

About Merge Item

Merging Items

About Merge Part Number

Merging a Part Number

About Personnel

General tab for Personnel

Notes tab for Personnel

Certifications tab for Personnel

Transaction History tab for Personnel

Adding Personnel

Looking Up Personnel

Editing Personnel

Adding a Picture to a Personnel record

Changing the Picture on a Personnel record

Adding a Certification to Personnel

Removing a Certification from Personnel

Deleting Personnel

About Employers

Adding an Employer

Looking Up an Employer

Editing an Employer

Deleting an Employer

About Crafts

Adding a Craft

Looking Up a Craft

Editing a Craft

Deleting a Craft

About Certifications

Adding a Certification

Looking Up a Certification

Editing a Certification

Deleting a Certification

About Locations

Address tab for Locations

Settings tab for Locations

Document tab for Locations

Transaction History tab for Locations

Adding a Location

Looking Up a Location

Editing a Location

Deleting a Location

About Location Types

Adding a Location Type

Looking Up a Location Type

Editing a Location Type

Deleting a Location Type

About Transfers

General tab for Transfers

Details tab for Transfers

Receipts tab for Transfers

Lost in Transit tab for Transfers

Creating a Transfer

Looking Up a Transfer

Cancelling a Transfer

About Receive Transfer

Details tab for Receive Transfer

Receiving a Transfer

About Transfer Receipts

General tab for Transfer Receipts

Details tab for Transfer Receipts

Looking Up a Transfer Receipt

Editing a Transfer Receipt

About Create Transfer Request

General tab for Create Transfer Request

Catalog tab for Create Transfer Request

Selected Items tab for Create Transfer Request

Creating a Transfer Request

About Pick Transfer Request

General tab for Pick Transfer Request

Details tab for Pick Transfer Request

Substitutions tab for Pick Transfer Request

Picking a Transfer Request

About Transfer Requests

General tab for Transfer Requests

Details tab for Transfer Requests

Substitutions tab for Transfer Requests

Approvals tab for Transfer Requests

Transfer Details tab for Transfer Requests

Adding a Transfer Request

Looking up a Transfer Request

Editing a Transfer Request

Canceling a Transfer Request

Deleting a Transfer Request

About Create Lost In Transit

General tab for Create Lost in Transit

Details tab for Create Lost in Transit

Record Inventory Lost In Transit

About Lost in Transit

General tab for Lost in Transit

Details tab for Lost in Transit

Looking Up a Lost in Transit Record

Editing a Lost in Transit Record

About Transfer All

Using Transfer All

About Close Project

Closing a Project

About Transfer Types

Adding a Transfer Type

Looking Up a Transfer Type

Editing a Transfer Type

Deleting a Transfer Type

Dewalt

Give Permission to TOOL CONNECT Site Manager

Revoke Permission from TOOL CONNECT Site Manager

Update Item Locations from TOOL CONNECT Site Manager

About Purchasing

About Purchase Orders

General tab for Purchase Orders

Details tab for Purchase Orders

Approvals tab for Purchase Orders

Creating a Purchase Order

Looking Up a Purchase Order

Editing a Purchase Order

Canceling a Purchase Order

Approving a Purchase Order

Closing a PO Line Item

About the Reorder Worksheet

Using the Reorder Worksheet

Vendors - Purchasing

About Create Purchase Requisition

General tab for Create Purchase Requisitions

Catalog tab for Create Purchase Requisitions

Selected Items tab for Purchase Requisitions

Creating a Purchase Requisition

About Purchase Requisitions

General tab for Purchase Requisition

Details tab for Purchase Requisition

Approvals tab for Purchase Requisition

Adding a Purchase Requisition

Looking Up a Purchase Requisition

Canceling a Purchase Requisition

Deleting a Purchase Requisition

Approving a Purchase Requisition

Generating a Purchase Order from a Purchase Requisition

About Receive Inventory

General tab for Receive Inventory

Items to Receive tab for Receive Inventory

Items Received tab for Receive Inventory

Receiving Inventory with Purchase Order

Receiving Inventory without a Purchase Order

About Inventory Receipts

General tab for Inventory Receipts

Items Received tab for Inventory Receipts

Looking Up an Inventory Receipt

Editing an Inventory Receipt

About Create Return

Returning Inventory using Create Return

About Inventory Returns

Looking Up an Inventory Return

Editing an Inventory Return

About Return Codes

Adding a Return Code

Looking Up a Return Code

Editing a Return Code

Deleting a Return Code

About Payment Terms

Adding a Payment Term

Looking Up a Payment Term

Editing a Payment Term

Deleting a Payment Term

About INCO Terms

Adding an INCO Term

Looking Up an INCO Term

Editing an INCO Term

Deleting an INCO Term

About Unapprove PO

Unapproving a PO

About Service (Preventative Maintenance & Emergency Repairs)

About Service Requests

Adding a Service Request

Looking Up a Service Request

Editing a Service Request

Deleting a Service Request

About Service Due

Date-Based tasks tab for Service Due

Meter-Based tasks tab for Service Due

Using Service Due to generate Work Orders for Date-Based Tasks

Using Service Due to generate Work Orders for Meter-Based Tasks

About Meter Readings

Adding a Meter Reading

Looking Up a Meter Reading

Deleting a Meter Reading

About Work Orders

Asset tab for Work Orders

Request tab for Work Orders

Work To Do tab for Work Orders

Completion tab for Work Orders

Notes tab for Work Orders

Required Inventory tab for Work Orders

Charges tab for Work Orders

Approvals tab for Work Orders

Transaction Details tab for Work Orders

Adding a Work Order

Looking Up a Work Order

Editing a Work Order

Deleting a Work Order

Approving a Work Order

Changing an Item Status from a Work Order

Issuing Required Inventory from a Work Order

Adding Labor Costs to a Work Order

Adding External Charges to a Work Order

Closing a Work Order

About Service Tasks

General tab for Tasks

Instructions tab for Tasks

Required Material tab for Tasks

Required Tools tab for Tasks

Supersede List tab for Tasks

Adding a Task

Looking Up a Task

Editing a Task

Deleting a Task

About Meters

Adding a Meter

Looking Up a Meter

Editing a Meter

Deleting a Meter

About Work Order Types

Adding a Work Order Type

Looking Up a Work Order Type

Editing a Work Order Type

Deleting a Work Order Type

About Work Order Statuses

Adding a Work Order Status

Looking Up a Work Order Status

Editing a Work Order Status

Deleting a Work Order Status

About Work Order Priorities

Adding a Work Order Priority

Looking up a Work Order Priority

Editing a Work Order Priority

Deleting a Work Order Priority

About Failure Codes

Adding a Failure Code

Looking Up a Failure Code

Editing a Failure Code

Deleting a Failure Code

About Check Lists

Creating a Checklist

Looking Up a Checklist

Editing a Checklist

Deleting a Checklist

About Transfer Rental

About Transfer Charges

Looking up a Charge - Transfer Rental

Editing a Charge - Transfer Rental

Deleting a Charge - Transfer Rental

Adding a Manual Charge - Transfer Rental

About Transfer On Rent

Looking up On Rent Items - Transfer Rental

Changing the Status for an Item On Rent - Transfer Rental

About Partial Billing - Transfer Rental

Performing a Partial Billing - Transfer Rental

About Transfer Rate Sheets

Creating a Transfer Rate Sheet

Adding Part Numbers to a Transfer Rate Sheet

Configuring Renting Locations for Transfer Rate Sheets

Updating Transfer Rate Sheet Rates

Looking up a Transfer Rate Sheet

Editing a Transfer Rate Sheet

About Status Change - Transfer Rental

Changing Rental Status - Transfer Rental

About Rental Periods

Adding a Rental Period

Looking Up a Rental Period

Editing a Rental Period

Deleting a Rental Period

About Transaction Rental

About Transaction Charges

Looking Up a Charge - Transaction Rental

Editing a Charge - Transaction Rental

Deleting a Charge - Transaction Rental

Adding a Manual Charge - Transaction Rental

About Transaction On Rent

Looking up an On Rent Item - Transaction Rental

Changing the Status for an Item On Rent - Transaction Rental

Exchanging an Item On Rent - Transaction Rental

About Partial Billing - Transaction Rental

Performing a Partial Billing - Transaction Rental

About Transaction Rate Sheets

Details tab for Transaction Rate Sheet

Employers tab for Transaction Rate Sheet

Locations tab - Transaction Rate Sheet

Creating a Transaction Rate Sheet

Adding Part Numbers to a Transaction Rate Sheet

Looking Up a Transaction Rate Sheet

Editing a Transaction Rate Sheet

Deleting a Transaction Rate Sheet

Adding Renters to a Transaction Rate Sheet

Updating Rates on a Transaction Rate Sheet

About Status Change - Transaction Rental

Changing Rental Status - Transaction Rental

About Transaction Rate Sheet Holidays

Adding a Rate Sheet Holiday

Editing a Rate Sheet Holiday

Deleting a Rate Sheet Holiday

About Settings

About Company Settings

About Options Settings

About Authentication Settings

About Authentication

About Email Settings

About Home Message Settings

About the Recycle Bin

Restoring Deleted Data from the Recycle Bin

Permanently Deleting Data from the Recycle Bin

About Cost Codes

Adding a Cost Code

Looking Up a Cost Code

Editing a Cost Code

Deleting a Cost Code

About Jobs and Sub Jobs

Adding Jobs and Sub Jobs

Attaching Cost Codes to Sub Jobs

Looking Up a Job

Editing a Job or Sub Job

Deleting a Job or Sub Job

Removing Cost Codes from Sub Jobs

About Approval Processes

Adding an Approval Process

Looking Up an Approval Process

Editing an Approval Process

Modifying Approvers for an Approval Process

Deleting an Approval Process

About Roles

Creating a Role

Looking Up a Role

Editing a Role

Deleting a Role

About Users

Adding a User

Looking Up a User

Editing a User

Deleting a User

About Currencies

Adding a Currency

Editing a Currency

About Import Data

Data to Import

Downloading Import Templates

Preparing to Import Data

Completing the Templates

Importing Data

About Notifications

Notifications Event List

About Background Notifications

Configuring Background Notification Frequency - On-Premise only

Configuring the Background Notification Database List - On-Premise only

Adding a Notification

Looking Up a Notification

Editing a Notification

Deleting a Notification

About the Command Window

Running a SQL Query in the Command Window

About License Information

Applying a License File

About Links for Roles

Adding Links for Roles

Editing Links for Roles

About Background Notification Runs

About Menu Captions

Changing a Menu Caption

About Databases Utilities

About Reports

About the Reports Toolbar

About the Report Output Toolbar

About the Report Viewer

Setting Report Favorites

Favorites for Reports

Transaction Reports

Inventory Reports

Location Reports

Personnel Reports

Purchasing Reports

Service Reports

Transfer Rental Reports

Transaction Rental Reports

Utilities Reports

Running Reports

Using Quick Filters for Reports

About Advanced Filters for Reports

Using Advanced Filters for Reports

Changing the Sort for Reports

Emailing Reports

About Scheduling Reports

Enabling Scheduled Reports - On-Premise only

Configuring the Scheduled Reports Database List - On-Premise only

Scheduling a Report

Modifying a Scheduled Report

Removing a Scheduled Report

About Customizing Reports

Duplicating a Report

Modifying the Columns on a duplicated report

Changing the Sorting on a duplicated report

Customizing the Filtering on a duplicated report

Editing the Layout of a duplicated report

Creating a Custom Report manually

System Report Update

About Scheduled Reports

About Report Queue

About the Dashboard

About Configure Dashboard

Adding a New Dashboard

Configuring a KPI Panel

About Scanners, Mobile Devices & Smart Phones for TH6 Mobile

Setting up a new Mobile Scanner for TH6 Mobile

Installing ToolHound Mobile from Apple App Store or Android Play

Installing ToolHound Mobile for Android from a Downloaded APK File

Logging In to TH6 Mobile

Navigating on TH6 Mobile

About Settings for TH6 Mobile

Configuring the Bar Code Scanner on a Zebra Device

Configuring the Bar Code Scanner on a Honeywell Device

Configuring the CS108 RFID Scanner

About Pausing Transactions for TH6 Mobile

About Issue / Return on TH6 Mobile

Issue / Return Cart tab on TH6 Mobile

Issuing and Returning on TH6 Mobile

About Requisitions on TH6 Mobile

Viewing a Requisition on TH6 Mobile

Creating a Requisition on TH6 Mobile

Copying a Requisition on TH6 Mobile

About Pick Requisitions on TH6 Mobile

Picking a Requisition on TH6 Mobile

About Issued Items on TH6 Mobile

Looking Up Issued Items on TH6 Mobile

Emailing Issued Items on TH6 Mobile

About Delivery Signature on TH6 Mobile

Capturing a Delivery Signature on TH6 Mobile

About Counts on TH6 Mobile

Creating a New Count on TH6 Mobile

Updating an Existing Count on TH6 Mobile

About Item Lookup on TH6 Mobile

Looking Up an Item on TH6 Mobile

Adding a New Reading on TH6 Mobile

About Serialized Kits on TH6 Mobile

Adding a Serialized Kit on TH6 Mobile

Viewing a Serialized Kit on TH6 Mobile

Changing the Contents of a Serialized Kit on TH6 Mobile

Replenishing Consumables in a Kit on TH6 Mobile

About Adjust Inventory on TH6 Mobile

Adjusting Inventory on TH6 Mobile

About Register Item on TH6 Mobile

Registering an Item on TH6 Mobile

About Change Item ID on TH6 Mobile

Changing an Item ID on TH6 Mobile

About Part Number on TH6 Mobile

Looking up a Part Number on TH6 Mobile

Editing a Part Number on TH6 Mobile

Adding a Part Number on TH6 Mobile

Adding a Picture to a Part Number on TH6 Mobile

About Change Bin on TH6 Mobile

Changing the Bin for an Item on TH6 Mobile

About Personnel on TH6 Mobile

Looking up Personnel on TH6 Mobile

Editing Personnel on TH6 Mobile

Adding Personnel on TH6 Mobile

Adding a Picture to Personnel on TH6 Mobile

About Transfer on TH6 Mobile

Transfer Cart tab on TH6 Mobile

Transfer Notes tab on TH6 Mobile

Creating a Transfer on TH6 Mobile

About Receive Transfer on TH6 Mobile

Receive Transfer Home tab on TH6 Mobile

Receive Transfer Cart tab on TH6 Mobile

Receiving a Transfer on TH6 Mobile

About Transfer Request on TH6 Mobile

Viewing a Transfer Request on TH6 Mobile

Creating a Transfer Request on TH6 Mobile

About Pick Transfer Request on TH6 Mobile

Picking a Transfer Request on TH6 Mobile

About Receive Inventory on TH6 Mobile

Receiving Inventory on TH6 Mobile

About Service Request on TH6 Mobile

Creating a Service Request on TH6 Mobile

About ToolHound 6 Kiosk

Technical Requirements for ToolHound 6 Kiosk

Installing ToolHound 6 Kiosk

About TH6 Kiosk Settings

About the TH6 Kiosk Main page

About Check Out and Return for TH6 Kiosk

Checking Out inventory on TH6 Kiosk

Returning Inventory on TH6 Kiosk

Changing a PIN on TH6 Kiosk

About Item Lookup on TH6 Kiosk

Looking up an item on TH6 Kiosk

ToolHound API Call

Why am I getting an error logging in to the Cloud?

What does "Login failed for user" mean?

What does "Could not connect to SQL Server. Check your settings" mean?

What does "Cannot access the server. Please check that the address you entered is correct." mean?

What does "Number of allowed ... has been exceeded" mean?

What does "The server connection has been lost." mean?

What does "SQLite.SQLiteException Cannot add a PRIMARY KEY column" mean?

What does "Error - String or binary data would be truncated" mean?

How is ToolHound licensed?

Am I using ToolHound Cloud or ToolHound On-Premise?

What training options are available?

Are there video tutorials?

What does !!! in front of a part number, item ID or entity ID mean?

What does "Item ID is already in use" mean?

What is non stock inventory?

Why am I missing rental charges?

What does Source mean?

Who is the ToolHound administrator?

What is an Entity or Entity ID?

What does Visibility mean?

Why are some fields automatically filled?

Why are there no costs on Issues or Consumables reports?

What does "Invalid Entity ID" mean?

Is there a user group?

Can consumables be returned?

Can I change an Item ID?

What is a Billing Location?

Can I change a transfer date?

What is a Primary ID vs Alternate ID?

What is a Conversion Factor?

Why am I not getting email notifications?

Who is our Account Manager?

Why can't I see costs?

What is Project Cost?

Replace a Missing or Damaged Barcode

Order Barcode or QR Code Labels

Print barcode labels or QR code labels

Perform a Physical Inventory

Add New Inventory or Add New Tools

Return Damaged Tools

Report on Lost Tools

Add a Picture to a Part Number

Change the Description on a Tool or Other Inventory

Add Costs or Change Costs

Change a User's Password

Change My Password

Track Consumable Inventory by Lot Numbers

Change the Part Number for a Serialized Item

Set Up New Transaction Rate Sheets Quickly

Set Up New Transfer Rate Sheets Quickly

Update the Bin Shelf for a single item ID

Update the Bin Shelf for Multiple Items at One Time

Delete a transaction (issue / return)

Set Min and Max quantities

Change the Stocking Location for an item

Change Captions or Labels

Request a feature or enhancement

Delete all inventory or start over

Add a Price or Change Prices

Change a transaction type on a transaction

Change the Color

Add Rentals

Stop Rent or Pause Rent

View Issued Items

View the Purchase History for a Part

Close a Project - Entity or Stocking Location

Write off inventory

Look up an Item - tool, equipment, or material

6.2023.12.17

6.2023.12.15

6.2023.12.13

6.2023.9.15

6.2023.8.25

6.2023.8.16

6.2023.06.02 / 6.2023.06.09

6.2023.5.31

6.2023.3.29

6.2023.1.25

6.2023.1.17 / 6.2023.1.19

6.2022.11.04

6.2022.10.27

6.2022.8.15

6.2022.7.8

6.2022.6.22

6.2022.6.15

6.2022.4.6

6.2022.3.30

6.2022.3.25

6.2022.1.13

6.2021.11.10

6.2021.9.13

6.2021.8.9

Installing an Update using the Patch

Installing an Update using the Installer

Installing an Update from 6.2022.8.15 or prior using the Patch

Installing an Update from 6.2024.520.0 or later

Release Notes

6.2024.1009.0

6.2024.918.0

6.2024.612.0

6.2024.530.0

6.2024.520.0

TH6 Kiosk 2024.4.10.0

TH6 Kiosk 2024.4.2.0

6.2024.314.0

6.2024.223.0

6.2024.102.0

Bootstrap

Bootstrap-DatePicker

ColorPicker

DataTables

FancyTree

form-data

Globalize

jQuery

jQuery TimePicker

jQuery Ui

jQuery Ui Context Menu

jQuery Validate

jQuery Validation UnObtrusive

JS Cookie

JSZip

Knockout

Moment

Popper

QrCode

Quill

SummerNote

Tool Connect

ui-ContextMenu

All Categories > ToolHound Browser > Transactions > Transactions

7 articles

About Transactions

The Transaction s page is used to view historical transactions regardless of the method used to create them - browser , TH6 Mobile , TH6 Kiosk , or import. Information stored for a transaction includ…

Updated 9 months ago by Cheryl Wallace

General tab for Transactions

The General tab is the default tab for the Transactions page. It displays the identifying information for the transaction. Use this tab to find a transaction.

Updated 3 months ago by Cheryl Wallace

Details tab for Transactions

Outstanding items are highlighted in yellow. Overdue items are highlighted in red. The Details tab displays the following fields:...

Updated 2 weeks ago by Cheryl Wallace

Replaced With tab for Transactions

The Replaced With tab is only displayed when the Transaction Rental module is in use and one or more serialized items on the displayed transaction have been exchanged or swapped using On Rent - Trans…

Updated 1 year ago by Cheryl Wallace

Exchanged For tab for Transactions

The Exchanged For tab is only displayed when the Transaction Rental module is in use and the transaction is the result of a serialized item having been exchanged or swapped using On Rent - Transactio…

Updated 1 year ago by Cheryl Wallace

Looking up a Transaction

Click Transactions in the left side menu bar, then click Transactions. Enter any known information about the transaction as a pre-filter. Click magnifying glass in the edit tool bar to search. If only one transaction matches t…

Updated 3 months ago by Cheryl Wallace

Editing a Transaction

Once a transaction is created, only specific fields can be changed or corrected: Reference, Job, Sub Job, Cost Code, and Notes. Look up the transaction under Transactions > Transactions. Make the req…

Updated 7 months ago by Cheryl Wallace

Transactions

About Transactions

General tab for Transactions

Details tab for Transactions

Replaced With tab for Transactions

Exchanged For tab for Transactions

Looking up a Transaction

Editing a Transaction

Contact