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Stock orders
Viewing and filtering stock orders
Viewing and filtering stock orders
Monica avatar
Written by Monica
Updated over a week ago

The stock orders report acts like any other report. It can be filtered and its columns can be configured, and you are able to set default views (presets) to make sure the information you need to see is present on screen whenever you view the report.

Stock order filters

The fields you can filter on are:

Status filters

Field

Description

Status group

The type of stock order status, from:

  • Active

  • Past due

  • Partially received

  • Fully received

  • Canceled

  • Closed

Status

Whether the stock order status is (or is not) any one of your purchase order statuses

Has non-existing

Whether or not the stock order contains any non-existing variants

FBA shipment

Whether or not the stock order is an FBA shipment

Email sent

Whether or not the stock order has been emailed from within Inventory Planner

Last modified

The date range in which the stock order has last been modified

Replenish type

Whether the stock order replenishment type is (or is not) any of:

  • Old products

  • New products

  • Old and new products

Import

Whether the stock order is (or is not) from any of the specified imports

Stock orders batch

Whether the stock order is (or is not) any of the specified stock order batches

Automation

Whether the stock order is (or is not) from any of the specified automations

Saved to

Whether the stock order is (or is not) saved to any of your connections

Needs stock update in

Whether the stock order is (or is not) waiting to be saved to any of your applicable connections

Not enough components

Whether or not the transfer order has enough components to be completed

Removed

Whether or not the stock order has been removed

Settings filters

Field

Description

Type

Whether the stock order is (or is not) a:

  • Purchase order

  • Transfer

  • Assembly order

Reference #

The stock order's reference number

Extra reference #

The stock order's extra reference number (stored in order settings)

Vendor

The vendor associated with the stock order

Source warehouse

The source warehouse assigned to the stock order

Destination warehouse

The destination warehouse assigned to the stock order

Currency

The currency of the stock order

Sent date

The date range in which the stock order was sent

Created date

The date range in which the stock order was created

Created by

Who or what created the stock order

Expected date

The date range in which the stock order is expected to be received

Payment date

The date range in which the purchase order has been or is expected to be paid (as set on the order)

Shipment date

The date range in which the stock order has been or is expected to be shipped (as set on the order)

Received date

The date range in which the stock order was received

Shipment method

The shipment method used for the stock order

Payment terms

The payment terms of the purchase order (as set on the order)

Subtotal

The value range of the stock order's subtotal

Total ordered

The range of the stock order's ordered quantity

Total received

The range of the stock order's received quantity

Total sent

The range of the transfer's sent quantity

Total remaining

The range of the stock order's remaining quantity

Notes

Any notes on the purchase order

Source type

Whether the stock order was (or was not) created as a single order, or as part of a batch or automation

Line item filters

Field

Description

Item title

The name of the item on the row

Item SKU

The item's SKU

Item barcode

The item's barcode

Item FNSKU

The item's Amazon-specific SKU (Amazon barcode)

Item ASIN

The item's ASIN

Item variant

Choose a specific variant

Item vendor name

The item's name as per the vendor

Item vendor reference

The item's identifier as per the vendor (e.g. the vendor SKU)

Max stock

The range of the item's maximum stock at the warehouse

Order limit

The range of the item's order limit

Item category

The item's category

Common use cases

Searching for stock orders containing a specific item

In addition to selecting specific filters, you can simply type in a product title, keyword, SKU or other identifier into the "Filters" bar. Inventory Planner will suggest some filters.

Pick the relevant "line item" filter to bring up all stock orders containing that variant.

Filtering out FBA shipments

To filter out FBA shipments from your purchase order overview, click on Filters at the top of the page, then click the "Destination warehouse" filter to apply a filter based on where stock is being sent to.

In the dropdown, select "is not any of" your FBA warehouses to filter out FBA shipments. 

Use the "+" icon to add another warehouse, and the "-" to remove any warehouses.

Once you've finished, click "Apply filters".

You can then click "Filters" again to view the filter. Click "Save" next to "Current filters" to save the filter as a preset. To set this as your default view, click on Filters > Save.

Then enter your filter name and check the box to set it as the default view if desired.

If you would like to use a previously saved filter, click on "Filters", hover over the name of the filter, click the three dots, then click "Apply preset". 

Answers the questions

How can I set a default purchase order view?
How can I find which purchase orders contain a certain product?

How can I filter FBA shipments out from purchase orders?

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