Item Detail - Activity
Select the Activity tab for information on Item and Customer Sales History, Lot History, Transactions and any Spot Purchases of the Item. For Locations also using Vanguard Ag, choose Vanguard Purchase History which provides the purchase history.
View activity for multiple financial periods by selecting different Beginning and Ending financial periods using the drop down menu. Keeping the same financial period in both fields to retrieve Activity for one financial period.
A. Lot History- Lot Tracking as set in Item Detail as Sales, Full or Seed. With Sales Lot Tracking, only Order Entry transactions will be tracked. With Full Lot tracking, all transactions are tracked. See Activity- Lot History for more information.
B. Item Sales History - Shows quantity sold, revenue, cost, gross margin and gross margin % for each period selected. See Activity - Item Sales History for more information.
C. Customer Sales History - Shows quantity sold, revenue, cost, gross margin and gross margin % by customer for each period selected. See Activity - Customer Sales History for more information.
D. Transactions Grid - Shows all transactions for the periods and site(s) selected. This grid is useful for finding discrepancies relating to On Hand Quantity or Weighted Average Cost. See Activity - Transactions for more information. For a full list of Transaction types, see Transactions.
E. Vanguard Purchase History - Shows the quantity and amount of the item purchased from your main distributor who also uses EFC Vanguard. Learn more here.
F. Spot Purchases - A list of all orders for a Spot Purchase item. See Activity - Spot Purchase for more information.