Warehouse fulfillment flow
Warehouse list surfaces help you review goods received, inspection work, and stock held in a warehouse. The purchase flow places a Goods Receipt Note before Warehouse and Delivery Note work; this page connects the list views without treating list membership as a confirmed lifecycle change.
| If you need to… | Go to |
|---|---|
| Review received goods | Goods receipt notes |
| Review inspection work | Incoming inspection notes |
| Review stock by shipment | Stock by shipment |
| Find the list routes and headings | Find the receiving, inspection, or stock list |
| Read the columns and toolbar | Read the list columns |
| Change the list view | Adjust the list view |
Before you start
The list you see depends on subscription access, the selected list layout, the available warehouse responsibility entries, and the settings enabled for your account.
Prerequisites
- Know which list you need: receiving, inspection, or stock.
- Have access to the warehouse area.
- Use a list with a selected layout. A list layout is the saved arrangement that supplies the grid headers.
- If the warehouse tab menu is available, its entries depend on warehouse responsibility.
The list can show a subscription-upgrade surface instead of the grid when the feature is not included. The tab menu can also be hidden when the page opens without breadcrumbs. Layout, row-filter, group-filter, import, and export choices can depend on the current setup.
Find the receiving, inspection, or stock list
Use the route that matches the work you need to review.
| If you need to… | Open |
|---|---|
| Review goods receipt rows | /warehouse/list/received/view |
| Review inspection rows | /warehouse/list/inspection/view |
| Review warehouse stock | /warehouse/list/stock/view |
| Identify the receiving list | Receiving and Goods Receipt Notes |
| Identify the stock list | Stock By Shipment |
| Identify the related product view | Stock By Products |
The receiving list opens under Inventory and displays the receiving list heading. The stock list
shows Stock By Shipment and Stock By Products. The inspection route is
/warehouse/list/inspection/view.
The warehouse list tree also includes Inspection, Unallocated products, Assembly products, On hold products, and Packages. Stock By Products and Assembly products are feature-gated; they appear only where the relevant subscription condition is met.
Open a warehouse list
Prerequisites
- Know whether you need the receiving, inspection, or stock route.
- Have access to the warehouse area.
Steps
- Open the route that matches your work from the table above.
- Check the page heading and list tabs.
Result: The selected warehouse list is open at its route, ready for column review.
Read the list columns
The receiving and stock lists show the headers for the current list layout. Use the headers visible on your screen rather than assuming that every list uses the same columns.
| List | Columns |
|---|---|
| Receiving | GRN, Warehouse, Shipment no., Supplier, Received on, Received by, P. O. no. |
| Stock | Product, Description, Qty, Qty (available), Unit, Area, Inspection no., GRN, Location, Stage |
The receiving list contains rows under its seven headers. The stock list contains rows under its ten headers.
The receiving list also provides the icon controls Refresh, Table Layout, and Settings. The columns come from the selected list layout.
Adjust the list view
Use the toolbar to inspect the available layout and settings choices. The choices shown below are the ones available on the receiving and stock lists.
Choose a list layout
Prerequisites
- Have a receiving or stock list open.
- The list must show Table Layout.
Steps
- Select Table Layout.
- Select one option from the table.
| If you need to… |
|---|
| Use the standard arrangement — Standard Layout |
| Create a named arrangement — Save New Layout |
| Change the current arrangement — Update Current |
| Remove the current arrangement — Delete Current |
| Choose visible columns — Columns Chooser |
| Widen columns automatically — Expand column width |
Result: The receiving or stock list displays the layout option you selected.
Choose a list setting
Prerequisites
- Have a receiving or stock list open.
- The list must show Settings.
Steps
- Select Settings.
- Select one setting from the table.
| If you need to… |
|---|
| Prepare an export — Export |
| Show row-filter controls — Filter Row |
| Show the grouping area — Group Panel |
Result: The receiving or stock list displays the setting you selected.
When export or layout choices are unavailable
Use the exact message text to identify the result of a list action.
| Message | Use it when… |
|---|---|
Data Importing completed | The import finishes successfully. |
NO Data to Export | An export is requested when there is no data to export. |
Data Deleted Successfully | A deletion finishes successfully. |
The stock export surface displays Cancel and Export.
Steps
- Choose one action.
| If you need to… | Choose |
|---|---|
| Leave without exporting | Cancel |
| Start the export | Export |
Result: You leave the export surface or start the export according to the action you chose.
Out of scope
For record-level work, open the dedicated record pages for goods receipt notes, incoming inspection notes, or stock by shipment.
Know what to do next
The list views are review points. Use the dedicated record pages when you need record-level work: Goods receipt notes, Incoming inspection notes, and Stock by shipment.
These list views do not confirm that receiving becomes inspection and then stock; use the dedicated record pages for the work associated with each list.
Result: You know which dedicated page to open next without treating a list row as proof of a receiving-to-inspection-to-stock lifecycle.
Was this page helpful?