How to Use Inquiry – Item Transaction History – Search by Serial Number

The Inquiry section is used to search for different information related to product in SnapTracker. The Item Transaction History screen is designed to help you view the full transaction history for an item and view further detailed transaction information.

You can search for an item by looking up a Standard within the selected Customer, or directly search for a specific serial number. When searching by serial number, you can enter a specific serial number to return all related transaction history.

Once the results for a serial number are returned, you can apply filters to narrow down results by transaction type, User, adjustment indicator, batch number, and date ranges. You can also print the results as is or export in CSV format.

Before starting, make sure:

• You are logged into SnapTracker.
• You have at minimum one Standard created.
• You have at minimum one Building and Location created.
• You have at minimum one recorded transaction on the site.
• The correct Customer is selected from the Customer selection list.
• You have access to Inquiry – Item Transaction History.

This post outlines the process of searching for items by serial number in the Item Transaction History screen.

1. In the header section, click Inquiry.

Another way to access the Inquiry Item Transaction History screen is to navigate to the Inquiry main screen.

From here, select Item Transaction History.

The Item Transaction History screen displays.

4. Click Search.

The full transaction history results for the selected serial number displays.

The matching result’s Standard Header displays with key Standard details, such as description, manufacturer, model no., etc.

Observe the fields in the results:

• Note – An icon displays if a note was added to a specific transaction (if available). You can hover over the icon to see the note, or click the icon to view more details.
• Transaction Date – The date the transaction took place. The Transaction Date reflects the date on the scanner, so it may be different than Creation Date.
• Creation Date – The date the transaction was processed on the site. If the transaction was completed on the site in the Movement section, the Transaction Date and the Creation Date are the same.
• Trans. Type – The record’s transaction type.
• Building – The Building recorded in the transaction.
• Building Name – The name of the Building recorded in the transaction.
• Location – The specific Location in the Building recorded in the transaction.
• Condition – The Condition of the item recorded in the transaction.
• Order No. – The Work Order Number recorded in the transaction (if applicable).
• Ticket No. – The Work Order Ticket Number recorded in the transaction (if appicable).
• Qty – The total quantity of items recorded on the transaction. Note: Note: The quantity may be more than one when it is a Like item. Asset items should always have a quantity of 1.

5. To view Standard product details, click the Details button.

The Product Details pop-up displays.

To close the pop-up, click X.

6. Alternatively, to view more details about the Standard, click the magnifying glass icon.

The Quick View side panel displays.

To close the side panel, click X.

7. To zoom in or out on the product image in Quick View, click the + or – signs below the image. To view the Quick View screen in full screen view, click the full screen icon.

8. To collapse/expand the Standard Header, click the associated arrow.

9. To quickly view available Transaction Note details, hover on the Note icon.

To view full Transaction Note details, click the Note icon.

The Transaction Note pop-up displays.

To print the transaction note details, click Print.

To close the pop-up, click X or Close.

10. To further refine your search results, click Filters.

The Filters side panel displays.

Note: The image below is split in 2 in order to show all options.

Observe the filter options:

• Transaction Type – Select one, multiple, or all available transaction types.
• User – Select one, multiple, or all Users who have created a transaction.
• Adjustment Indicator – Select one or ALL adjustment indicators for a transaction.
• Batch No. – Enter a batch number related to the processing of a transaction.
• Date Range – Select a date field to filter by:
  • Transaction Date – The date the transaction took place. The Transaction Date reflects the date on the scanner, so it may be different than Creation Date.
  • Creation Date – The date the transaction was processed on the site. If the transaction was completed on the site in the Movement section, the Transaction Date and the Creation Date are the same.The date the transaction took place.

Note: The available options reflect the relevant history of an item. E.g. If an asset item has only been received, the transaction type field will only display “ALL” or “AA – Add Asset” as options.

11. Populate the desired filters and click Search.

The filtered results display.

12. To sort the results by a particular field, click on the hyperlinked column header.

13. To download the item transaction history results, click Export CSV or Print.

14. To view full detailed transaction history for a single transaction, click a hyperlinked transaction date.

The Detailed Transaction History for the transaction displays.

15. To download the detailed transaction history, click Export CSV or Print.

When a single serial number is selected, you have the option to print a barcode to a label. The label is set to print on a 3×1.5 inch label.

16. To print the label for a serial number, click the Print Label button.

A pop-up displays with the item label. To print the label, click Print Report.

Sample Label:

For more information on how to conduct an Item Transaction History search by Standard, see “How to Use Inquiry – Item Transaction History – Search by Standard.”