Item Transactions Report

The Item Transactions report is most easily accessed through other reports which can bring up information from a specific item. It is possible to go through the Reports menu, but over time the item list gets to be large enough that this is not the fastest way to the information you're most interested in.

This is useful for companies that create multiple roasted coffee items from the same green coffee to determine what proportion of use is accounted for by each of these roasted coffee items. It can also be used to identify records that may have been entered incorrectly.

Displayed Data

The first section of the report has details about the item. This is from when purchase records were entered.

After this is a chart showing how this coffee was used. For each roasted coffee item this green coffee was used in, a blue bar shows how much green coffee was used and a red bar shows how much roasted coffee was produced from that. Inventory adjustments, green coffee sales, and current inventory are also displayed. Each of these bars also has a black mark indicating the number of transactions represented by that row. Most of these will be batches of coffee roasted.

A table view of the same data is displayed below the chart.

After this, each transaction against green coffee inventory is displayed in a table in chronological order.

Date

The date for the given transaction.

Type

Each inventory transaction in Typica has a type. PURCHASE represents a green coffee purchase. A PURCHASE record will contain a link to the invoice on which that coffee was purchased. USE represents the use of green coffee which is typically associated with a roasted batch of coffee. A link here can be used to bring up batch data. INVENTORY replaces the inventory quantity with the value specified. This is often used when emptying a bag to prevent accumulation of weight errors. SALE represents the sale of green coffee. LOSS represents a loss of inventory not associated with USE, SALE, or INVENTORY adjustment. This can be used to account for things like spilled or otherwise ruined coffee. MAKE transactions are possible, but unlikely with the configuration provided with Typica.

Quantity

The quantity of coffee represented by the given transaction.

Balance

The quantity remaining in inventory after the given transaction.

Record

Depending on the type of the transaction, there may be a link to additional information such as a purchase invoice or roasting data.

Person

The database user who created the record.