Inventory History Balance Report

The Inventory History Balance Report offers a consolidated view of all key inventory movements—such as receivings, transfers, and adjustments—within your operation. This report helps users track item-level activity over time, making it easier to monitor stock levels, analyze movement patterns, and audit inventory changes.

Navigate to Reports → Inventory Reports → Inventory History Report

Report Fields

The Inventory History Balance Report includes the following data columns:

• Item ID: Unique identifier for the item

• UPC: Main UPC code associated with the item

• Additional UPCs: Any extra UPCs configured for the item
• Product ID: Internal product identifier
• Department: Department the item belongs to
• Category: Primary category classification
• Subcategory: Subcategory classification
• Size: Size attribute of the item
• Color: Color attribute of the item
• Brand: Brand name
• Team: Associated team or organization (if applicable)
• Vendor: Supplier of the item
• Transaction Date: Date of the inventory transaction
• Transaction Number: Unique reference for the transaction
• Transaction Type: Type of inventory operation (Receiving, Adjustment, Transfer)
• Movement Type: The movement between store and warehouse (S, W, S-S, S-W etc.)
• Source: Origin location for inventory operation
• Destination: Target location for inventory operation
• Qty: Quantity moved in the transaction
• Status: Current status of the transaction (Open, Close, or Error)

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• Item Import Field Descriptions
• Overview
• Merchant Onboarding
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• Settings
• Dashboard Overview
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