Inbound
The inbound list is a comprehensive record of all incoming shipments or deliveries received by a company or organization. It serves as a centralized repository for tracking and managing the receipt of goods from suppliers, vendors, or other sources.
- Navigate to Products > Inbound.
- After clicking on an Inbound the Inbound list page will be displayed.
- Name: This column displays the name of the supplier or vendor associated with the inbound order. It helps identify who is sending the goods.
- Type: This column indicates the type of inbound order, such as whether it's a Purchase order or Customer return.
- Type Code: This column contains a specific code that corresponds to the type of inbound order. It serves as a shorthand reference for quick identification and processing of the order type.
- Inbound Code: This column lists a unique code assigned to each inbound order. This code is used to track and manage the order throughout its receiving process.
- Created: This column shows the date when the inbound order was created. It provides a timeline of when the order was initiated.
- Backorder: This column indicates whether any items in the inbound order are on backorder. If items are backordered, it will show the quantity and expected availability date, aiding in inventory planning and management.
- Status: This column reflects the current status of the inbound order, such as Notified or completed. It provides a quick overview of where the order stands in the receiving process.
Search Functionality:
By incorporating remarkable search functionality within Inbound list sBizzl empowers users to quickly find the information they need within your Inbound list effortlessly.
A search bar at the top of the list allows users to type keywords like Name,Inbound code The list should update dynamically, displaying only records that match the search criteria, often with the ability to sort by various criteria.
A search bar at the top of the list allows users to type keywords like Name,Inbound code The list should update dynamically, displaying only records that match the search criteria, often with the ability to sort by various criteria.
CSV Export (Export Transactions):
You can export a CSV file of all the transactions at one click.
The CSV export will contain the following transaction details:
Customize CSV Export:
sBizzl allows you to choose which columns to include in the CSV export. By column management, you can select specific transaction information like Type, Type code, Inbound code etc…
To export the transactions:
Click on the “CSV” icon in the top right corner just after the search bar.
The CSV export will contain the following transaction details:
- Name
- Type
- Type code
- Inbound code
- Created
- Backorder of
- Status
Customize CSV Export:
sBizzl allows you to choose which columns to include in the CSV export. By column management, you can select specific transaction information like Type, Type code, Inbound code etc…
To export the transactions:
Click on the “CSV” icon in the top right corner just after the search bar.
- By clicking on the CSV icon, your export will begin to process. Once the download is complete, the file is saved to the location you specified (e.g., your Downloads folder by default) with the specific file name as per the applied filter.
- For example: If all status is selected in filters, then the CSV file name would be Vendor Credit_All.
Sorting:
- Sorting functionality within an Inbound list provides a powerful tool for organizing, analyzing, and accessing Inbound list data.
- Inbound lists typically allow you to sort data by various criteria, often through clickable headers. Sorting options might include: Name, Type, Type code,Inbound code, Created, Status. Users can apply multiple sorting criteria by selecting multiple columns.
Advanced Filters:
- Filters are very powerful flexible tools used to filter data based on criteria.
- To apply advanced filtering, click on the Filter icon shown below:
- After clicking on the Filter icon, the Right panel will open as shown below in the figure:
- Select Type: In the Type filter, there are two inbound options: Purchase Order and Customer Return. After selecting one, the user can enter the corresponding type code in the type code field and apply the filter according to their requirements.
- Status: In the Status filter, options include Notified and Completed allowing the user to select based on their needs.
- Add: The Add button allows users to save specific filters for future use in the Inbound list.
- Apply: The Apply button is used to apply the selected filters and display the relevant results on the list.
- Learn more about how to use advanced filters, sorting, grouping, and column management.