Inventory ledger: every stock movement on record
Last updated 2026-10-16
The inventory ledger is an append-only journal: every stock change in the warehouse — receiving, putaway, pick, ship, adjust, count, move, transfer — writes one immutable row here. Read it, filter it, trace any quantity back to its source document.
Open WMS → Inventory → Inventory Ledger. The ledger is append-only: the database layer forbids UPDATE and DELETE on it, so history can never be rewritten. If something is wrong, you write a new adjustment row to offset it — you never edit an old row.
Columns#
- Time — when the row was written (created_at).
- Type — the business action (transaction_type), see the 10 types below.
- Source — where the row came from (reference_type), e.g. Inbound receipt, Outbound order, RMA.
- Reference — the real document number (receipt_no / shipment_no / pallet_no / transfer_no / task_no / rma_no). Click it to open the source document in a new tab.
- Product — SKU plus product name.
- Location — the location code this row affects.
- Qty change — signed quantity: increases in green, decreases in red. If a secondary UOM exists it shows in gray after the main quantity.
- UOM — unit of measure.
- Owner — the inventory owner.
- Lot / SN — lot number and/or serial number, joined by " / ".
- Notes — reason code plus free-text notes.
- By — who wrote the row (user id).
10 transaction types#
- Receive
- Putaway
- Pick
- Pack
- Ship
- Adjust
- Count
- Move
- Transfer
- Allocate
9 source types#
- Inbound receipt (inbound_receipt)
- Outbound order (shipment)
- Pallet (pallet)
- Move (move)
- RMA (rms_rma)
- Transfer order (transfer)
- Count task (count_task)
- Replenishment task (replenishment_task)
- Putaway task (putaway_task)
Filters#
- Date range — from / to.
- Client — 3PL mode only; pick a client to see only their rows.
- SKU / Product — fuzzy search on SKU.
- Location — fuzzy search on location code.
- Transaction type — one of the 10 types.
- Reference type — one of the 9 source types.
- Owner — fuzzy search on owner name.
How a row gets written#
The ledger is read-only. If a row is wrong, create an adjustment document to offset it — do not try to change the record itself. An audit trail only works if the past cannot be edited.