---
title: "Getting Started with Stock History & Reports Manager for WooCommerce"
description: "Install Stock History & Reports Manager for WooCommerce, take your first stock snapshot and find the product history, reports and tools."
url: "https://wpfactory.com/docs/stock-history-getting-started/"
updated: "2026-10-05"
category: Getting Started
---

# Getting Started with Stock History & Reports Manager for WooCommerce

To start tracking stock with [Stock History & Reports Manager for WooCommerce](https://wpfactory.com/item/stock-snapshot-for-woocommerce/), install and activate it, then go to **WPFactory > Stock Snapshot** (also reachable at **WooCommerce > Settings > Stock Snapshot**). It records stock on every product update and once a day by default, so history starts building right away.

## What Stock History does

Stock History takes **stock snapshots**: a record of a product's stock quantity at a moment in time. It saves a snapshot each time a product is updated (for example after a sale, a refund or a manual edit) and also on a schedule for every product. From those snapshots you can:

- See each product's stock history, with who or what changed it, in a box on the product edit screen.
- Run a stock change report for any date range, filtered by user, category or restocked products.
- Compare stock levels across days, months or years in one table.
- Export any of these views to CSV.
- Show recently restocked products on your store with a shortcode.
- Pro: receive snapshot emails and scheduled daily report emails.

## Requirements

- WooCommerce, installed and active.
- Products with **Manage stock?** enabled (on the product's Inventory tab). Products that do not track a quantity have no stock number to record.
- Working WP-Cron for scheduled snapshots. The plugin uses Action Scheduler, which WooCommerce includes.

## Install and activate

1. Go to **Plugins > Add New Plugin**.
2. Search for the plugin name to install the free version, or click **Upload Plugin** and choose the Pro zip file from your WPFactory account.
3. Click **Install Now**, then **Activate**.
4. Go to **WPFactory > Stock Snapshot**, or click **Settings** under the plugin name on the Plugins screen.

If both the free and Pro versions are installed, the free copy steps aside while Pro is active.

![WPFactory, Stock Snapshot General section with the section links (General, Tools, Report, History, Emails) visible](https://wpfactory.com/wp-content/uploads/stock-history-getting-started-1.png)

## First steps

1. On the **General** section, review the defaults. **Product update snapshots**, **Extra data**, **Include variations** and **Periodic snapshots** (every 86400 seconds, once a day) are all on.
2. Take a first snapshot of your whole catalog so every product has a starting point: open the **Tools** section, tick **Take snapshot** and click **Save changes**. A message confirms how many products were recorded.
3. Open any stock-managed product. Scroll to the **Stock Snapshot** box to see its history.
4. Open the **Report** section later to see stock changes over the last day, or pick a longer range.

## The settings screen at a glance

- **General**: when snapshots are taken, what data they store, how variations are handled, and whether reports are prepared in the background.
- **Tools**: take a snapshot now, delete all snapshots, or clear the plugin's cached report data.
- **Report**: a list of every stock change in a date range, with filters and CSV export.
- **History**: a table of stock levels per product across dates, with CSV export.
- **Emails**: snapshot emails and daily report emails (Pro).

## Free and Pro

Snapshots, the product history box, the Report and History sections, CSV exports, the shortcode and the tools are all free. The **Emails** section is Pro: in the free version its switches are disabled. See [Stock History Free vs Pro](https://wpfactory.com/docs/stock-history-free-vs-pro/).

## Where to go next

- [How to See WooCommerce Stock History for a Product](https://wpfactory.com/docs/stock-history-product/)
- [How to Create a WooCommerce Stock Change Report](https://wpfactory.com/docs/stock-history-stock-change-report/)
- [How to Schedule Automatic WooCommerce Stock Snapshots](https://wpfactory.com/docs/stock-history-schedule-snapshots/)
- [Stock History settings reference](https://wpfactory.com/docs/stock-history-settings/)

### Get more from Stock History

Tracking and reports are free. [Stock History & Reports Manager for WooCommerce](https://wpfactory.com/item/stock-snapshot-for-woocommerce/) Pro adds stock snapshot emails and scheduled daily report emails. [See what Pro unlocks](https://wpfactory.com/item/stock-snapshot-for-woocommerce/).

Need a hand? Our team answers every ticket on the [Stock History support forum](https://wpfactory.com/support/).

Related articles

- [Stock History Troubleshooting: Missing Snapshots, Slow Reports and Emails](https://wpfactory.com/docs/stock-history-troubleshooting/)
- [Stock History Developer Reference: Hooks, Filters and Data](https://wpfactory.com/docs/stock-history-developers/)
- [How to Email WooCommerce Stock Reports Automatically](https://wpfactory.com/docs/stock-history-email-reports/)
- [How to See WooCommerce Stock Levels on a Past Date](https://wpfactory.com/docs/stock-history-past-stock-levels/)
