Use the inventory transaction summary
/visma-net-erp/help/inventory/manage-inventory-transactions/use-the-inventory-transaction-summary
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The typical user of this window is an accountant, who uses it to get a sum of all transactions grouped by period and item.
2026-02-19T17:09:06+01:00
# Use the inventory transaction summary
The typical user of this window is an accountant, who uses it to get a sum of all transactions grouped by period and item.
1. Go to the [Inventory transaction summary (IN406000)](/visma-net-erp/help/inventory/inventory-windows/inventory-transaction-summary-in406000/) window.
1. In the **Period** field, click  to select the period for which you want to see the transaction summary. Select **By financial period** if you want to see transactions according to a specific financial period.
1. In the **Location** field, select the warehouse for which you want to see the transaction summary. Your company may for example have a standard location and a return location. You can also select a specific item ID if you want the summary to show transactions for only that item.
1. Select **Show items without movement** if you want to display items that have had no movements in the period you are viewing. You can sort and search on any of the column headings in the table. For example, it is easy to see which item has sold more, by clicking the **Sales** column label and selecting **Sort ascending** or **Sort descending**.
1. To see more details about the warehouse and location of an item, select **Warehouse details** and **Location details**, to display the corresponding columns.
1. For transactions that have underlying information, you can click the **View** button and select Inventory transaction details, **Summary** or **Allocation details** to drill down to details in related windows.
> [!NOTE]
> You can also export your transaction summary to Excel, by clicking .
Related pages
Windows