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 An "Old Product" is defined as having inventory or recorded sales, while a "New Product" has no inventory and no previous sales.
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 transfer 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".

Viewing and restoring removed stock orders

To view removed or deleted stock orders, click Filters at the top of the page, select the "Removed" filter, and set it to "Only removed". On filtering the report, you'll see all the stock orders you've removed.

You can restore any of these stock orders by ticking the checkbox next to the orders, then clicking Bulk actions > Restore. The selected stock orders and the items they contain will then be included in the forecast.

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?