Stock line history - Cargoflow Support

Overview

Every inventory movement is written to a log that cannot be edited. The line history answers “why is this quantity here?” and “who moved this and when?”, with links to the receipt or shipment behind each movement.

The stock line shows how the goods are today; the history tells how they got there. Even when an empty line is deleted overnight, its movements remain.

Before you start

Module: Inventory enabled for the warehouse.
Permission: View Inventory (Super Admin, Admin, Supervisor and Worker by default).
Only movements of the active warehouse are shown.

Opening it

Open Stock — in the Inventory menu (see Looking up stock by location).
Find the line — filter by product, receipt or location. If the line is already at zero, tick Include empty rows.
Click the clock icon — it is in the Warehouse receipt column, below the receipt number; if the line has no source receipt, it shows as the History link.

The history opens for that product, in that location and, if the line has a lot, filtered by that lot.

Important: the history always opens from a line. The page needs to know which product it is about; if someone copies the address without it or types it by hand, the page does not load and the system sends them to another screen. The history is not lost: open it again from the line’s icon.

What it shows

At the top you see the SKU, the product name and the location being traced. If the address carries no location, it reads All locations and the list gathers the product’s movements across the whole warehouse. Below is the list of movements, newest first, 50 per page:

Column	Meaning
When	Date and time of the movement. For receipts it is the arrival date recorded at confirmation, which can be earlier than the confirmation itself.
Type	Received, Shipped, Adjustment, Transfer or Status change, each with its color.
Location	The movement’s location. Transfers also show the other location with an arrow.
Quantity	How much moved. Only receipts carry a plus sign (green) and only shipments a minus sign (red). Adjustments and transfers show no sign: read the direction by comparing Before and After.
Before and After	The line’s total quantity before and after the movement.
Source	A link to the receipt or shipment behind it. When there is no document, it shows the recorded reason: the one the person chose or a system code.
By	The user who made the movement.

On a phone Location, Before, After and By are hidden; turn the screen or use a computer to read the full history. The back button in the header returns to Stock.

How to read each movement type

Received — goods in when a receipt is confirmed. The source links to the receipt. A receipt line that arrived at zero (all short) leaves a zero-quantity row, just as a record.
Shipped — goods out when a shipment closes. The source links to the shipment. Reserving leaves no row: only the close, which is when the goods physically leave.
Adjustment — a manual correction, an approved cycle count or an automatic correction of an already confirmed receipt; the source shows the reason.
Transfer — each transfer within the warehouse leaves two rows: out of the source location and into the destination. Transfers to another warehouse leave one row in each warehouse.
Status change — goods that moved, for example, from available to damaged. Before and After are equal because the line total does not change. Source shows the reason typed by whoever made the change; the list does not say from which state to which.

Tip: when the customer asks “why do I have less?”, look for the first row where After is lower than Before. That row tells you which document or person did it.

System reason codes

When a movement has no receipt or shipment attached, the Source column shows the reason exactly as the system stored it. These are the ones you will see:

Code	What happened
`transfer_out` / `transfer_in`	Out and in of a transfer within the warehouse.
`transfer_out_interwh` / `transfer_in_interwh`	Sent to another warehouse, and received from another warehouse.
`receipt_edit` / `receipt_edit_damaged`	Automatic correction when editing an already confirmed receipt (good or damaged quantity).
`receipt_cancel` / `receipt_cancel_damaged`	Goods reversed when cancelling a confirmed receipt.
`client_amendment`	The owning customer of a confirmed receipt was changed.
`cycle_count`	An approved cycle count difference. “By” is the approver, not the counter.
`opening_balance`	Opening balance loaded when inventory was migrated from another system.
`damaged`, `found`, `lost`, `expired`, `adjustment`, `other`	Manual adjustments with the reasons Damaged, Found, Lost, Expired, Adjustment and Other.

Receipt corrections and cancellations are explained in Cancelling or correcting a receipt.

Example: “why do I have less?”

Central Warehousing complains that its SKU AC-TOR-12 in A-07-1-2 had 500 and now shows 452. The history shows, newest first:

When	Type	Quantity	Before	After	Source
Sep 12 16:40	Adjustment	8	460	452	`cycle_count`
Sep 10 09:15	Shipped	−40	500	460	shipment number
Sep 2 11:02	Received	+500	0	500	receipt number

40 left on a shipment (the number proves it) and 8 were adjusted when a cycle count was approved. For the count details, open Inventory › Cycle counts and find the plan for that date.

Special cases and limits

Lines with a lot: the history filters by the line’s lot and today can leave out manual adjustments and status changes, which do not store the lot. To see them, check the Adjustments History under Inventory › Adjustments.
Reservations: they do not appear. To know which shipment holds goods, use the Reserved by list in Stock.
Another warehouse’s movements: each warehouse sees only its own rows. Sending a transfer shows in the source warehouse, receiving it in the destination.
No filters or export: the list cannot be filtered by date or type, or downloaded.

Best practices

Before adjusting a line to “make it match”, read its history: many differences turn out to be a closed shipment or a transfer nobody expected.
When you record adjustments or status changes, write notes and reasons that will make sense months later.
For disputes with the customer, back your answer with that customer’s inventory and transactions report (Reports › Inventory Reports), which you can send.

Troubleshooting

I opened the history from a saved link and got sent to another screen.

The address does not carry the product. Open it again from the clock icon of the line in Stock.

On a line with a lot I cannot see an adjustment I know was made.

Manual adjustments and status changes do not store the lot. Confirm it in the Adjustments History (Inventory › Adjustments).

The Source column shows technical text instead of a document number.

It is the movement’s reason code. Look it up in the code table in this article.

“No movements recorded for this line.”

The line comes from data loaded before the log existed, or from a lot whose movements did not store the lot. Open the history from another line of the same product to drop the lot filter.

Frequently asked questions

Is there a history for the whole warehouse?

There is no general log with filters. There is the line history (this article), the Adjustments History under Inventory › Adjustments and, under Reports › Inventory Reports, each customer’s inventory and transactions report. See WMS reports.

Does the customer see this history?

No. It is an internal warehouse screen. The customer sees their inventory in the portal and receives the reports you send (see What the customer sees and when).

Can a movement be deleted or corrected?

No. The log is write-only. A mistake is fixed with another movement in the opposite direction (an adjustment, a transfer back) that leaves both in plain sight.