---
title: How to create a Transaction
description: Transactions is a SkyPlanner feature where you can provide information about the movements and status of material or item purchases. If you use SkyPlanner as a standalone software, this feature will be a useful tool for managing your warehouse efficiently…
url: "https://skyplanner.ai/docs/how-to-create-a-transaction/"
updated: "2025-05-02"
category: Warehouse / Inventory Transactions
---

# How to create a Transaction

Transactions is a SkyPlanner feature where you can provide information about the movements and status of material or item purchases. If you use SkyPlanner as a standalone software, this feature will be a useful tool for managing your warehouse efficiently and easily.

To create a transaction:

- Go to**Warehouse** and select **Inventory transactions**.
- You will see the Inventory transaction panel. You can manage your material or item purchases and learn their history here.
- Click on the top right button "**+ Create transaction**."

![](https://skyplanner.ai/wp-content/uploads/2025/04/Transaction-panel-1024x589.png)

- A window will pop up.
- Select the product or material.
- Then select the action you want to do: **Deposit** or **Withdrawl**.
- Change the amount and select a status: **Pending**or **Realized**.
- Select a date when the purchase will arrive or be taken out from the Warehouse.
- Write a small description if needed.
- Finally, click **Save**.

![](https://skyplanner.ai/wp-content/uploads/2025/04/transaction-panel-setting-1024x873.png)

Now, you have created a transaction.