Material transactions

The Material transactions page records every stock movement and links it back to suppliers, projects, and material masters. Use it to verify quantities, costs, and responsibilities in real time.

Table overview

• Review transactions chronologically. Dates stay visible thanks to sticky columns, and each row links directly to the underlying material or supplier.
• Status badges highlight whether the movement added stock, removed stock, or adjusted a balance. Positive quantities appear in green and negative in red for quick scanning.
• Use the toolbar to search across descriptions, filter by transaction date or type, and tailor the column layout to your workflow. Your choices persist between sessions.

Log a new transaction

1. Click Add Transaction to open the modal.
2. Choose the material and set the transaction type.
   • In: select the supplier line, confirm the number of packs, and Einblick calculates base quantity, unit cost, and total amount automatically.
   • Out: enter the quantity that leaves stock; the system records it as a negative value.
   • Adjustment: use this for inventory counts or corrections. Quantities can be positive or negative.
3. Add context in the description field, then save to post the movement. Toast notifications confirm success or highlight validation issues.

Edit or delete entries

• Use the row action menu to edit a transaction. The form pre-fills the previous values so you only update what changed.
• Delete incorrect records directly from the same menu. Dialogs ask for confirmation before removing data.

Work faster with prefilled data

• Other modules can open the dialog with pre-selected materials, quantities, or suppliers. When you arrive from a material or work order, these values populate automatically so you only need to confirm them.
• QR codes generated in the material list also jump straight to transaction dialogs, enabling quick counts during stocktaking rounds.

Reporting and audits

• Export filtered transactions or feed them into Reports to analyse consumption per project, time period, or supplier.
• Combine transactions with reorder levels defined in the material catalog to trigger replenishment tasks before shortages occur.