Revaluation act and protocol: how to find out who changed the price in the program and when

How to see who changed a product price and when

If you need to find out who changed a product price in Torgsoft and when, several tools are used for this: the «Change selling price» form, «Revaluation protocol», «Revaluation act», and user action logs. They help verify the fact of a price change, view the list of revalued products, identify the performer, and, if necessary, see the previous and new price value.

1. Tracking through the «Change selling price» form

This is the main tool for quickly finding information about who exactly affected the product price and at what time.

• Location.  Main menu item Warehouse — Change selling price.

• Purpose. This mode directly displays selling price changes for a selected period by accounting centers. Torgsoft technical support recommends using this particular form to view when and by whom the product selling price was changed.

• How does it work? In the list, products are sorted by price change date. Each selling price change is recorded here, making it easy to find the required group of products and analyze variations. Together with the "User action log" form, this tool provides a complete picture of the price change fact.

• Canceling changes. If, during the check, you find that the price was changed by mistake, you can select the required product or group of products and click the «Cancel price change» button.

2. Analysis through the «Revaluation protocol»

This report accumulates data on all products that have been revalued.

• Location.  Main menu item Document — Revaluation protocol.

• Purpose. The form displays information about products for which any retail price change has occurred. It is needed to view revalued products at a specific accounting center for the selected period.

• Important setting. For products to be included in this protocol when the price changes, you need to activate the «Include product quantity in the revaluation protocol (generate revaluation protocol)» switch in the Settings — Parameters menu. If this switch is disabled, the Revaluation protocol will remain empty.

• Analysis features. In the protocol, you can filter products by period, accounting center, name, item number, or barcode. However, it is important to remember that the "Quantity" column in this protocol shows the product quantity in stock exactly at the time of revaluation, not the current stock balance. Therefore, this protocol is not recommended for analyzing the current product quantity.

3. Recording the performer through the «Revaluation act»

To properly document a price change at the preparation stage, the Revaluation act is used.

• Location.  Main menu item Document — Revaluation act.

• Purpose. This mode is designed to prepare a price change and apply it at a specific moment. Unlike other modes where the price changes instantly, a strict history is maintained here.

• Author tracking. Each created revaluation act automatically contains information about the number, performer (the user who created it), date, time, and comment. At the same time, the "Performer" field is filled in automatically by the system without the possibility of manual changes, which prevents data falsification.

• How it works. After adding products and specifying a new retail or wholesale price, the user clicks «Apply revaluation», and only after confirmation are the prices updated at the selected sales outlets. It is after the act is created and applied that the products appear in the above-mentioned «Revaluation protocol».

4. In-depth audit: «User action log»

If the price change occurred bypassing standard acts, for example directly in the product card or in an invoice, system logging is used to investigate the incident.

• User action log (File — User action log). Displays any actions in the program: new receipts, sales, changes. These records are captured automatically, and no user, even the owner with full rights, can edit or change this log.

• User action log for edit forms (File — User action log for edit forms). This tool allows you to see the exact parameter change. The table displays the date, time, the user who edited the form, and most importantly, the old value before editing and the new value after editing. This is the best way to find which price value or other input parameter was changed and what it was changed to.

Comparison of tools for tracking price changes in the program

For daily and quick monitoring of who changed the price and when, the «Warehouse — Change selling price» form is best suited. The «Revaluation protocol» is used for a general snapshot of revalued products in the store. For the highest level of control and documentation of changes, it is worth introducing a store rule that prices may be changed only through the «Revaluation act», which reliably records the unchangeable name of the operation performer.

This structure makes it easy to delegate work in the program: for example, regular administrators can keep access to «Change selling price» for promptly correcting errors, while the «Revaluation act» and «User action log» remain reliable control tools for the manager or owner.