Having an audit trail for your inventory additions and removals can help you keep track of what goes into and comes out of your warehouses and bins. The chronological log stores a record of all increases and decreases to an item, whether you use them in a treatment, feeding, service, add them from a harvest, or just update the amount manually. You might wonder what animal or field a particular harvest came from as well, and the Inventory History can help you make those connections. This helps with both traceability and auditing so you can figure out the source of the item, or where it was used.
Quick Summary
- The history log is available on inventory items, warehouses, and in the Inventory History Report.
- All additions and removals are tracked in the log.
- Where applicable, links to harvests are presented for additions and links to market orders are presented for reductions from picking orders.
- HIstory logs and can edited and deleted if you make a mistake. Available for Admin Users only.
Viewing Inventory Logs
You'll have two different ways to look at inventory history.
- You can view the history from an inventory item. This gives you the additions and removals for this item, and shows all of the warehouses and bins it might be stored in.
- You can view the history from the warehouse. This gives you the addition as and removes for the storage location, and includes all items that were added or removed from it.
These are essentially two different ways of viewing the same data - do you want to see the item and all it's storage locations, or the location and everything that went in and out?
Harvest Additions
When you harvest from an plant or animal, you'll be able to add the amount harvested to your inventory. You can read more about that here. The harvest addition is recorded in the log, and a link is added to the log to get you directly back to the harvest record. In the image below we harvest gallons of milk from one of our cows, add it to the milk tank, see the history, and then use the link to get back to the harvest.
Order Picking Removals
Conversely, when youpick a market order from your inventory, a link is created in the history log to bring you directly back to the order. This helps you know what customer received this particular item. Continuing our example, we sell the milk in an order below, and see the link in the history to View Order.
Action Removals - Feedings, Treatments, Equipment Services, etc.
When you use items from your inventory for treatments, feedings, inputs, breedings, or even equipment services, you'll see a history log written for the usage here as well. In our example below we change the air filter in our old farm Jeep, and see it reflected in the history.
Manual Additions, Removals, and Adjustments
You can also update inventory items manually. If you recently received a delivery or used something without recording an action, the manual increase or decrease will still be added to the inventory history. The same is true if you manually adjust after taking an inventory count and needing to update the current amount. In the image below we used some duct tape for a project, but not something we track as a record in Farmbrite. Easy enough to remove it, and see that the reason we supply is added to the log as well.
Editing Inventory History
If you have admin permissions, you can also edit and update the inventory logs. This is generally used to correct a mistake. If you made a typo when recording a harvest and need to fix it, you can change the harvest amount, edit your inventory item to reflect the correct quantity available, and then edit or delete history records. This helps you clean up your inventory history to accurately reflect what happened.
In the example below we accidently recorded a harvest of 120 pounds of basil instead of the correct 12. We take the following steps to remedy this.
- Update the harvest record to the correct amount.
- Access the inventory item.
- Update the quantity available to the correct amount by removing the mistakenly added excess.
- Edit the original log to reflect the correct addition that should have happened from the harvest.
- Delete the adjustment as it is not required (unless you want a record of the mistake being corrected).
