The History page is where you can look back at every requisition and transfer your outlet or stockroom has been part of. You can switch between types, search by code or outlet name, and narrow the list with filters.

Select History from the side menu to access the History page.

When viewing the History page your most recent records appear first.

Use the tabs at the top right to choose what you see:

Note: If you are in a stockroom venue, you'll only see Requisitions. We don't support transfers of stock from the stockroom without a requisition at this time.

To find a specific record, type into the search box. You can search by the record's code or by an outlet name.

If searching by code, requisition codes start with "REQ" and transfer codes start with "TRF". This is followed by the outlet's location code, year, month, and #.

For example TRF-XXXXXX-2026-10-00031.

To help find specific records you can use the provided filters.

Four filters sit under the search box: "Status", "Venue", "Timeframe" and "Direction"

Select one to open its window and choose what you want. In the Status, Venue and Direction windows, select "Apply" to use your choice(s), or "Clear" to remove it.

Choose which records to show based on their status. The options depend on what's in your history, so a status such as "Declined" only appears once you have a record with that status. Options are grouped by type:

Note: Received (discrepancy) means the quantity of at least one item in the requisition does not match the amount requested. For example you ordered 3 but the stockroom sent 1.

Choose the stockroom or your other outlets to see only records that involve them. You can choose more than one at a time, and the filter then shows how many you picked.

Choose "All", "Last 24 hours", "Last 7 days" or "Last 30 days".

For any other period, choose "Custom range", select a start date and an end date on the calendar, then click "Apply". Future dates can't be selected. A record is included if one of its dates falls inside your range, such as when it was placed, occurred, was received or was confirmed.

Choose "Incoming" to see stock your outlet received, or "Outgoing" to see stock your outlet sent. Only transfers have a direction, so requisitions are hidden while this filter is on.

Tip: Try combining a tab with a filter to answer common questions. For example, open the "Transfers" tab and choose "Outgoing" with "Last 7 days" to see everything your outlet sent this week.

Filters and tabs work together, and each one narrows the list further.

Every filter you've applied appears as a dark button under the search box, for example "Nov 2 – Nov 5". Select the "x" on a button to remove that filter, or select the round "x" at the far left to clear all of them at once.

If nothing matches, you'll see "No history found. Try a different search term or filter." Remove a filter to see your records again.

Each record appears as a card, so you can see what it is and where it stands at a glance.

Requisition cards show:

Select any requisition to view its full details

The requisition opens on a page titled "Requisition", with its code at the top right. Click the copy icon next to the code to copy it. Select the arrow at the top left to go back to History.

Under the title you'll see a "Stockroom" label, the status badge, and who requested it and when.

The page then has two parts:

Transfer cards show:

A few other details can appear on a transfer card:

A transfer shows its status, the outlets involved, each product with its quantity in units or cases, and an Activity list.

The Activity list records every step: when the transfer occurred, who created it and any note they left, any issues reported and resends, and who confirmed or cancelled it and when.