Incoming shipments are inventory that does not currently have a location. These shipments might be the fulfillment of resource requests or other items that are ready to be or are in the process of being received.

It is important to process incoming shipments, using status changes, so that items are formally received and added to your inventory list. The status of these items can be changed to Stored when the items are allocated to a sub location.

Incoming shipments have two separate tabs, Active Shipments and Shipment History. Active Shipments are currently in transit or receiving. Shipment History contains older shipments that gave since been processed and received.

Note: At any point in the process, the person who created the incoming shipment can edit it, on the Incoming Shipments page, by clicking the edit icon.

Incoming Shipments Dashboard

The Incoming Shipments dashboard has many functions that you can use to help navigate through shipments.

Number

Item

Description

1

Export

Exports the incoming shipments to an Excel compatible file.

2

Shipments

Allows you to toggle between Active Shipments, generated within the last 24 hours, and all other shipments on the Shipment History tab.

3

Search

Allows you to search using part or all the Shipment Name or Delivery Location to filter the Incoming Shipments list.

4

Filters

Allows you to select a status to filter the list of incoming shipments. To remove a filter and view the full list, click the X icon to the right of the selected status filter.

5

Sort

Allows you to click column headers (except for Change Status and Actions) to sort the list by the selected column entries.

6

Expand

Allows you to expand and collapse an entry to view and hide information about the items included in the shipment.

7

Actions

Allows you to edit or delete the incoming shipment. Deleting an incoming shipment removes it from the dashboard and it will no longer be visible or processed.

Note: To view deleted requests, you can export the list and view items with the deleted status.