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Filter Warehouse Transactions

Filtering warehouse transactions speeds up data retrieval, ensures accuracy, and improves inventory tracking and audits.

Updated over 2 weeks ago

Follow these steps to filter warehouse transactions in our web app

  1. Log in and Access Transactions

    • Once you've logged in, select Supplies from the sidebar menu and click on Transactions.

  2. Open Filter Options

    • Click on the filter icon to reveal the available filter options.
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      Access transaction records including status, type, source, and destination warehouse from the Transactions section.

  3. Add Filters

    • Select the corresponding filters you wish to apply to narrow down your transaction search.

  4. Apply Filters

    • Click on Apply Filters to display a new list of transactions that meet your criteria.
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      Use filters such as transaction type, source/destination warehouse, and date range to narrow down inventory transactions.

  5. Remove Filters

    • To remove the applied filters, click on the X icon next to the filter icon or reopen the filter options and select Reset Filters.
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      Quickly clear active filters to show all supply transactions across warehouses.

  6. Use the Search Field

    • You can also filter transactions by typing the transaction name directly into the search field.
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      Find specific warehouse transactions by entering search terms like “Central warehouse” into the search bar.


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