Related transactions streamline your inventory management and help avoid mistakes. When you create a related transaction, Kladana automatically copies details and items in the source transaction and places them to the transaction you want to create.
You can create related transactions from the transaction card and from the transactions list.
- In the Kladana workspace, select an appropriate transaction section.
- Select a transaction for creating a related one.
- Click Create.
- In the drop-down list, select the type of related transaction to create.
You can also follow these steps for bulk creating of related transactions.
View related transactions
Related transactions are displayed as the chain of tiles. The more related transactions you create, the more complicated your chain looks like.
- In the Kladana workspace, select an appropriate transaction section.
- Open transaction details.
- Switch to the Transactions tab.
You can jump to another transaction simply clicking on its tile.