The History and Suppliers tabs answer two common questions about a part: where has it moved, and who do you buy it from. Use them to trace discrepancies and to compare what you have paid over time.
View record
Both are tabs on a part record.
➡️ Click the Global search bar > enter the Part name, the Manufacturer part number, or a Stock location > select the individual part > click View > History or Suppliers
Tip: For the other tabs and an overview of the whole screen, read Understand the part record.
History tab
The History tab gives you a complete audit trail of every movement of this part across all stock locations. Use it to track down discrepancies and understand how inventory is being used.
Filter the history
Use the filters at the top of the page to narrow the list.
Action: Filter the movement history by event type. The dropdown includes:
Manually adjusted: Stock levels changed by hand, outside normal purchasing or usage workflows
Purchased: Parts added to the stock location, usually through a purchase order
Reserved: Parts allocated to upcoming jobs, reducing the available balance
Unreserved: Previously reserved parts released back into general use
Used on site: Parts consumed during jobs at a customer's site
All transfers: Every stock movement in and out of the location
Transferred for a job: Parts moved from this location to fulfil a specific job
Transfer without a job: Movements between internal stock locations, with no job attached
Reserved for return: Parts due back to this stock location that have not yet arrived
Returned to supplier: Parts sent back to the original supplier
Adjusted: General stock adjustments that do not fit the other action types
Part: Search for a stock location by name to see only its history for this part. Enter two or more characters to start the search.
Date: Select a preset range, or choose Date range to set your own start and end dates. The presets are Today, This week, Last week, This month, Last month, Next month, and Last 3 months.
More filters: Opens a side panel for more specific criteria:
Quantity: Filter by a specific quantity
Unit cost: Filter by the cost of the stock
Job no: Filter by a specific job number
PO created date: Filter by the purchase order creation date
Customise the table
Click the pencil icon to change the information displayed. A side panel opens where you can select which columns to show, such as Unit cost or Customer name, and drag and drop them to change the order.
View event details
Click the plus (+) icon on the right of any event to expand the row and see more detail, including the option to click View stock history. This takes you to that stock item's main information page.
Suppliers tab
The Suppliers tab lists every supplier you have associated with this part. Use it as a quick reference to see who you can buy the item from and what you have paid before.
The table includes:
Name: The name of the supplier
Highest price paid: The most you have paid this supplier for the part
Lowest price paid: The least you have paid this supplier for the part
Average price paid: The average across all purchases from this supplier
Last price paid: The most recent price paid
Landline number: The contact number for the supplier
View a supplier
Click the plus (+) icon at the end of the row.
Click View to open the View part suppliers side panel.
The panel shows full details for the selected supplier, and you can download the purchase order from this screen.
Common questions
Where do I find the History and Suppliers tabs?
Both tabs are on the part record. Search for the part in the Global search bar, select it, click View, then open the History or Suppliers tab.
How do I see who adjusted my stock and why?
You can see who adjusted your stock in the History tab. Set the Action filter to Manually adjusted, then click the plus (+) icon on the row to expand it and see the full detail.