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📋 Inventory History

Viewing and creating inventory transactions

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Overview

The Inventory History view shows a complete log of all inventory movements for your workspace — every receipt, shipment, move, adjustment, scrap, and customer return is recorded as a transaction.

It is accessible from the SavantPLM sidebar under Inventory → Inventory History (or Inventory Transactions on Enterprise plans).

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Subscription Tiers

Access to this view depends on your subscription plan:

Plan	View History	Create Transactions	Sidebar Label
Plans with Inventory History	✓ Yes	✕ No	Inventory History
Enterprise (Advanced Inventory)	✓ Yes	✓ Yes	Inventory Transactions

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Transaction Types

Each transaction has a Command Type that describes what kind of operation it represents:

• MOVE — Transfer stock from one BIN location to another.
• PURCHASE_RECEIPT — Receive parts from a purchase order (from a vendor).
• SHIPMENT — Ship parts to a customer on an order.
• CUSTOMER_RETURN — Receive parts back from a customer.
• SCRAP — Remove parts from inventory due to damage or disposal.
• ADJUSTMENT — A manual quantity correction, or an automatic transaction logged when an Inventory Balance record is added, changed, or deleted.

Each transaction also has a Transaction Type — either RECEIVE (inventory coming in, positive quantity change) or ISSUE (inventory going out, negative quantity change).

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Viewing Transaction History

The transaction list shows the most recent 500 transactions for your workspace, newest first. Use the filters at the top to narrow the list:

• PN — Filter by part number (partial match supported).
• Command Type — Filter by operation type (MOVE, PURCHASE_RECEIPT, etc.).
• Transaction Type — Filter by RECEIVE or ISSUE.
• Search — Search across notes, PO number, order number, lot number, and tracking number.

Click Search to apply filters or Clear to reset.

Each row shows the command ID, command type, part number, transaction type, quantity before/change/after, locations, user, vendor or customer, and timestamp.

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Creating Transactions (Enterprise)

Enterprise plan users with the Editor role can create new transactions using the + New Transaction button. Click the button to open a dropdown menu and select the transaction type:

• Move — Transfer stock between two BIN locations for the same part.
• Purchase Receipt — Record receiving parts from a vendor. Optionally link a vendor, PO number, lot number, and tracking number.
• Shipment — Record shipping parts to a customer. Optionally link a customer, order number, and tracking number.
• Adjustment — Manually add or remove inventory with a notes field for explanation.
• Customer Return — Record parts returned from a customer back into stock.
• Scrap — Remove parts from inventory permanently due to damage, disposal, or write-off.

Each transaction form requires a Part Number and Quantity. When you enter a PN, the form looks up the part's unit of measure automatically. Most forms also require a To Location or From Location (a BIN-level storage location).

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Automatically Logged Transactions

Not all transactions are created manually. SavantPLM automatically logs ADJUSTMENT transactions whenever a balance record is added, edited, or deleted from the Inventory Balance view. This ensures a complete audit trail even when users are managing balances directly rather than through formal transaction workflows.

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Need More Help?

If you have questions or need assistance, please visit our Contact page to get in touch with our support team.

For other inventory topics, see the Inventory Help index.