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.
Create related transaction
You can create a related transaction in the transaction card and in the list of transactions.
- 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.
- Navigate to the Transactions tab.
- Click to the transaction tile to view the transaction card.