Change History

Shipping orders, receptions, reception notes, products, delivery points, clients, carriers, rate cards, users, shipping and inbound processes, quality statuses, line categories, product labels, numbering series and the application settings keep a change history: what changed, when, and who made the change, with the old value next to the new one. When something isn't the way you expected, you can see exactly when it changed and who changed it.

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Instructions

1. Open the detail screen of the record you want to check. Inbound and shipping processes open from App Settings → Inbound → Inbound Processes and App Settings → Outbound → Shipping Processes.
2. Select the Audit button (the clock icon) at the top of the screen.
3. The Audit window opens, with the changes from newest to oldest. At the bottom you see who created the record (Created) and who changed it last (Last modified).

A record's history also includes changes to the parts that belong to it, each one named on its line: a delivery point's addresses, a product's lots and barcodes, a carrier's parameters, a rate card's lines, tiers and surcharges, a reception note's lines and a user's working hours.

For quality statuses, line categories, product labels and numbering series, the Audit button sits at the top of the list and shows the changes to every record in that list, with a Record column naming the record each change belongs to. You find the Quality Statuses and Product Labels lists under App Settings → Products, Line Categories under App Settings → Inbound, and the Current Numbering list in each warehouse's numbering series. The numbering series history covers every warehouse, not only the one you are looking at.

For settings, go to App Settings in the sidebar:

• The History of all settings button (the clock icon) at the top right opens the log of every change to the application settings, with a Record column naming the setting each change belongs to.
• The History of this tab button, below the settings of the General and Products tabs and of the General tab under Inbound and Outbound, shows only the changes to that tab's settings.
• Each card of a setting that has been changed shows who changed it and when (for example, "Changed by Ana on …"), with a View history link that opens the history of that setting alone.

On plugin configuration pages that have their own settings (for example, the carrier pages or Moloni), the History of this page's settings button in the header shows only the changes to that page's settings.

On products and delivery points, hovering over the status (active or inactive) also shows who activated or deactivated the record, and when.

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What it shows

• When: the date and time of the change.
• Who: the user who made the change, or System when the application made it on its own.
• What changed: whether the record was Created, Updated or Deleted and, for each field that changed, the old value → the new value.

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Who can see it

A record's change history is available to supervisors and administrators. For other users, the Audit button on a detail screen only shows who created the record and who changed it last.

Some parts are for administrators only:

• The history of users, including their working hours.
• Changes to carrier parameters: a supervisor sees a carrier's history, but without those lines.
• Everything about settings: the history buttons in App Settings and on plugin pages, and the note of who changed each setting.

Credential values (for example, integration passwords) and user PINs are never shown.

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Important notes

• Values the application recalculates (progress counters, time predictions and integration status) are not recorded, so the list shows what people actually changed. In numbering series, the number that moves on with each document is not recorded either.
• To deactivate a product or a delivery point, see Inactivate Items and Delivery/Collection Points. To find out who is a supervisor or administrator, see Profiles and Skills – How Permissions Work.