Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.arcuserp.com/llms.txt

Use this file to discover all available pages before exploring further.

​
What Inventory Transactions Show

Inventory Transactions is the movement history for stocked products. Each row records a stock event such as receiving, adjustment, transfer, reservation, sale, return, or cancellation.

  • Review the product, location, transaction type, quantity, and date.
  • Compare balance before, change, and balance after.
  • Review unit cost, total value, and supply or demand direction.
  • Use source links when a row came from an order, return, or purchase order.
  • Open FIFO layer detail for cost-consuming transactions.
Inventory Transactions page with rows for receiving, fulfillment consumption, order reservations, reservation releases, and adjustments, including quantity, balance before, change, balance after, unit cost, total, supply demand, status, date, and FIFO detail icon

​
Read a Transaction Row

  • Type: the workflow that created the movement.
  • Product: the stocked product affected by the movement.
  • Location: where the quantity changed.
  • Qty: positive values add stock and negative values remove or reserve stock.
  • Balance Before: the quantity before the movement posted.
  • Change: the same movement expressed as the stock change.
  • Balance After: the quantity after the movement posted.
  • Unit Cost: the inventory cost used when the row carries cost.
  • Total: the value impact recorded for the row.
  • Supply/Demand: whether the row added stock, consumed stock, or was neutral.
  • Status: whether the transaction is posted or otherwise categorized.
Balances are recorded at posting time Balance before, change, and balance after come from the transaction record. They are not recalculated from the current table view.

​
Filter by Movement Type

Use the type filter when you need to isolate a workflow such as receiving, adjustments, transfers, reservations, sales, or returns.

  1. Open Inventory.
  2. Open Transactions.
  3. Select the All Types filter.
  4. Choose the movement type you want to review.
  5. Change pages if the filtered results span multiple pages.
Inventory Transactions type filter open with All Types, Receiving, Adjustment, Transfer In, Transfer Out, Order Reservation, and Sale options visible

​
Understand Supply and Demand

  • Supply: the row added stock or released a prior demand hold.
  • Demand: the row consumed, reserved, or removed stock.
  • Neutral: the row does not change planning demand in a meaningful way.
Use the direction before the type when scanning Supply and Demand pills make it easier to scan a mixed table. Then use the Type badge to understand the workflow that caused the movement.

​
Open FIFO Layer Detail

Rows that consume inventory cost can show a FIFO detail icon. Open it to see which cost layer was used and how the transaction’s cost was built.

  1. Find a consuming transaction, such as fulfillment consumption, sale, transfer out, writeoff, or negative adjustment.
  2. Click the information icon on that row.
  3. Review the layer date, balance before, quantity used, balance after, unit cost, and layer cost.
  4. Review the total quantity and cost at the bottom of the table.
  5. Investigate any warning shown under the layer table.
FIFO Layer Detail modal showing a consumed layer with layer date, balance before, quantity used, balance after, unit cost, layer cost, total, and a warning that layer cost does not match transaction total
Cost warnings need review If the FIFO detail warns that layer cost does not match the transaction total, do not ignore it. Review the product cost history with inventory or accounting before relying on the row’s cost value.

​
When FIFO Detail Is Not Available

Not every row has FIFO detail. Some rows add a new cost layer instead of consuming one. Others reserve stock, release reservations, or move no quantity through cost layers.

  • Receiving: creates a new cost layer.
  • Positive adjustment: can create a new cost layer.
  • Reservation: may reserve availability without consuming cost.
  • Reservation release: may restore availability without creating COGS.
  • Zero-quantity rows: do not touch FIFO layers.

​
What Creates Transactions

  • Receiving inventory from a purchase order or manual receiving flow.
  • Manual inventory adjustments after counts, damage, writeoff, or found stock.
  • Transfers between locations.
  • Order reservation and reservation release activity.
  • Fulfillment, sales, and shipment-related consumption.
  • Customer return receiving and return disposition activity.

​
Common Blocks

  • No transactions appear: receive, adjust, transfer, reserve, fulfill, or return stock first.
  • Expected row is missing: check the selected location, type filter, and pagination.
  • Source link is blank: the movement may not have come from an order, return, or purchase order.
  • Unit cost is blank: the row may be a reservation or other non-cost movement.
  • FIFO icon is missing: the row did not consume FIFO layers.
  • Layer detail shows no data: the movement may be neutral, inbound, or a row that did not touch FIFO layers.
  • Layer cost warning appears: investigate cost history before treating the value as final.

Inventory Overview

Monitor stock health, location balances, low-stock alerts, and inventory value warnings.

Product Setup

Create physical products, services, and product records.

Product Types and Costing

Understand product type conversion rules, FIFO layers, product value, and Recost repair behavior.

Reorder Report

Find low-stock products, review vendor grouping, and generate draft purchase orders from reorder settings.

Create and Manage Purchase Orders

Create POs, add vendor items, receive inventory, and handle approval, cancellation, billing, and close-short blocks.

Customer Returns

Create RMAs, receive returned items, inspect condition, choose disposition, and close customer returns.