History

The History tab records changes to the retail plan, including who made a change and when. Workspace owners can use it to investigate a changed product quantity, price, or plan detail. It is a record of changes, not a sales report.

Filter the changes

Open the plan's History tab. Choose one or more values in the filters above the table:

• Line Item narrows the results to selected products or other line items.

• User shows changes made by selected team members.

• Action selects the kinds of changes to review.

• Target selects the kinds of records changed.

• Date range selects a beginning date and time, an ending date and time, or both.

Select Apply after changing the filters. For example, choose a product in Line Item and yesterday's dates to review changes to that product during that period. Multiple choices in one filter include any matching choice; filters in different fields narrow the results together.

Select Clear to remove the filters and load the first page again. No history yet can mean that no rows match the filters, so clear them before concluding that there are no recorded changes.

Read and expand a row

The table identifies the user, time, action, target, line item, and changed values. A change can show its old and new values. None means there was no value on that side of the change; a dash means the row has no information for that column.

Select the arrow in Expand when a row has more detail. The expanded area can show longer Before and After text, affected items, sections, images, or notes. Expand all opens the expandable rows currently shown, and Collapse all closes them.

Compare a recorded change with the product's current information on Recipes before making a correction. An older history value may have been changed again later.

Load older changes

Select Load more below the table when older matching records are available. They are added to the current list. If loading fails, the existing rows remain and Retry requests the next page again. Applying new filters starts a new result list.