Having trouble understanding your ledger in Rackbeat?
Read this: Product ledger in Rackbeat
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Click on the "Reporting" tab at the top
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Click "Ledger" in the menu
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You now have the option to customize what you want included in your ledger report (searches can be combined):
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If you want to see all transactions for all items, simply click "Search" at the bottom.
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If you want to see all transactions for specific items or on an item group level, you can search specifically in the drop-down fields under "Item" or "Item Group" and then click "Search" at the bottom.
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If you want to see all transactions made on a specific day or within a given period, you can enter this in the drop-down fields "Date To"/"Date From" and click "Search" at the bottom.
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- Click on 'Download sheet' in the top right corner if you wish to download the sheet in an excel file.
You can also access the inventory card for an individual product:
- Click the “Items” tab at the top of the screen.
- Select “Products” from the menu.
- Hover over the three small dots on the right side of the product row and select the “Ledger” icon.
