How to improve the user experience on a user records flow?

I'm building a SaaS product and having doubts on how to organise the navigation and interaction in a user records flow.

The flow consists of a stock transaction record and the document objects are supposed to be stored forever.

In my application menu, I have three elements:

  • Remove From Stock
  • Add To Stock
  • Show Stock Transactions

Both Remove From Stock and Add To Stock will open an input page where the user will select the stock item article, description and quantity and a new record is added to database. Date/Time and type (added/removed) fields are added automatically. The latest added field is shown in screen after commit.

The Show Stock Transactions option will show all of my transactions over time. I've opted to use a date filter instead of pagination, as the following example:

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The user can select a specific date range (Today, Yesteday, etc.) or choose to type specific dates on the FROM and TO inputs.

In practice, this approach is getting "complaints" from the following points:

a) When adding new transactions, I should be switching screens on the menu. b) Every time I add a new transaction, I have to switch to "Show Stock Transactions" to see the added record. The added record is not easily visible on screen. c) There is no clone buttons. I need to be able to clone a previous transaction, no matter how old it is.

I kindly ask for suggestions on how to improve the usability of the flow and the navigation.

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