Product history

Clicking a row on Off the floor opens that product's history: everything that happened to its stock, newest first. It answers the question the list provokes and cannot answer on its own - a product has units in the Vault and none on the shelf, and this says how it got that way.

What this is for

A shelf is empty for one of several reasons, and they need different responses. Nobody has carried the stock out front since last week. It came back off the shelf on purpose. It arrived yesterday and went straight to the back. Its lab test expired, so it cannot go out at all. The history shows which of those happened, when, and who did it.

Notes

Under the summary line and above the figures, anyone with Edit Loss Prevention can write why a product is where it is - held back on purpose, waiting on a vendor, moving on Monday. Type in the box and press Add note. The note is saved with your name and the time, in the store's timezone, and appears at the top of the list straight away. Newest notes come first; three show, and a link under them (Show 2 earlier notes, counting what is hidden) opens the rest.

A note cannot be edited or removed. To correct one, add another - what was said first stays readable. Notes belong to the product, not to one visit to the list, so a product that goes back out front and later returns still carries them; the dates say which visit each belongs to.

Notes are kept apart from the timeline below, and the newest one also shows on the product's row on Off the floor.

Three chips at the top

The history opens on Moves, because the screen it opens from is asking when the shelf was last filled. Sales shows the other half, and All interleaves the two, which is what shows takings drying up right after the last trip out front.

Each chip fetches its own list, so the page of events you get is forty of the kind you asked for. A product sells daily and moves weekly, so a mixed page would be mostly sales with a handful of moves buried in it. Switching chips starts a fresh window; Load older then extends whichever one you are on.

Adjustments sit under Moves. An adjustment is stock leaving without a sale, so the two together are every way stock changed that was not somebody buying it.

The four things it shows

• Out to the floor - stock moved from a back room onto the sales floor. Green, because it is the thing the screen wants to see.
• Back off the floor - stock moved from the sales floor to a back room. Amber. This is often the last event before a shelf goes empty.
• Received - stock arriving at the store. It has no rooms on either side, because it came from outside.
• Sold - one line per day, with the units, the number of orders and the money. Under Sales or All.
• Adjusted - stock written off by hand, with the reason someone typed. These also appear in full on Inventory adjustments.

How it is grouped

Movements happen at a moment and keep their time. Sales are totalled per day, because a hundred single-unit tickets is not history a person reads - the day line gives the units, the order count and the takings. The two sit together under a date heading, and a day's sales are placed at the end of that day so a sale reads after the move that filled the shelf.

Dutchie records a movement once per package, so one action on several packages is several records. The history shows the action and says how many batches it touched: "150 units across 3 batches" is one delivery, not three. The per-package detail is kept underneath for a recall, which is the question that needs it.

The figures above the timeline

• Held - units in the back rooms, and which rooms. Under the figures, each batch held off the floor with its units, room and when it was received, saying whether the date came from Dutchie or from a Metrc delivery.
• Last out - the last time any of this product went onto the sales floor, and how long ago. Blank when no such move is on record.
• Last sold - the last completed sale, and units sold in 30 days.
• At cost - what the held stock is worth at the last cost paid.
• Lab test - the soonest expiration among the packages held off the floor. Red once it has passed, amber within 30 days.

Where the data comes from

Movements and receipts from Dutchie's inventory transaction record, synced nightly at 2:35am. Sales from completed, non-void, non-return Dutchie orders. Adjustments from the same nightly loss prevention sync that feeds the adjustments report. Lab dates from receiving first, and from the inventory package where a product never came through a delivery.

Times are the store's own clock, exactly as the point of sale recorded them.

How far back it reaches

As far as the movement sync has been run. The sheet says the date its own history starts, and where no movement has ever been synced it says so rather than showing an empty timeline - no records is not the same as nothing happened, and the screen must not imply the second.

Load older extends the list further back; it does not page, so the recent events stay where they are.

Who can see it

Anyone who can open Off the floor, the screen it opens from: View Loss Prevention or Restock the sales floor. Adding a note needs Edit Loss Prevention, which everyone with View Loss Prevention was given when it was split out; someone with only Restock the sales floor reads the notes without the box to add one.

Related

• Off the floor
• Inventory adjustments