Timeline, Comments & Files

2025-06-30

🕘 Timeline, 💬 Comments & 📎 Files

Each product in Perfect Inventory Manager includes powerful tracking tabs that go beyond stock levels — allowing users to see full history, attach documentation, and leave internal notes.

🕘 Timeline Tab

This tab displays a chronological log of every interaction with the product:

  • Purchases
  • Dispenses
  • Returns
  • Transfers
  • Audits and reconciliations

Each entry includes:

  • Type of action (e.g., Dispensed, Borrowed)
  • User who performed the action
  • Date and time
  • Quantity involved
  • Link to the original bill or record

🧰 Example:

Amoxicillin drops from 30 to 5 units. You check the timeline and see 25 units were dispensed to Ward 3. Click the record to view the full transaction.

💬 Comments Tab

This allows internal users to leave text notes on the item. Common uses:

  • Warnings (e.g., “This batch expires quickly”)
  • Usage instructions (e.g., “Only for pediatric use”)
  • Procurement alerts (e.g., “Switch to alternate supplier next time”)

Each comment shows who posted it and when.

🧠 Tips:

  • Encourage staff to leave comments after audits or anomalies
  • Use it for handing off notes between shifts or departments

📎 Files Tab

Upload and manage digital attachments relevant to the product, including:

  • Safety data sheets
  • Product images
  • Invoices or receipts
  • Manuals and certificates

Features include:

  • Image preview
  • Set one image as the main photo
  • PDF viewer and file download
  • Drag-and-drop uploading
  • Delete and reupload capabilities

Timeline and Return History

🧠 Best Practices

  • Leave a note for every irregular stock change (especially manual edits)
  • Attach supplier certificates at time of first purchase
  • Keep the latest invoice attached for compliance audits