Timeline, Comments & Files

2025-06-30

๐Ÿ•˜ Timeline, ๐Ÿ’ฌ Comments & ๐Ÿ“Ž Files

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

๐Ÿ•˜ 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

๐Ÿงฐ 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.

๐Ÿ’ฌ Comments Tab

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

  • Warnings (e.g., โ€œThis batch expires quicklyโ€)
  • Usage instructions (e.g., โ€œOnly for pediatric useโ€)
  • Procurement alerts (e.g., โ€œSwitch to alternate supplier next timeโ€)

Each comment shows who posted it and when.

๐Ÿง  Tips:

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

๐Ÿ“Ž 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

๐Ÿง  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