# Warehouse fulfillment flow

## 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](doc:goods-receipt-notes) |
| Review inspection work | [Incoming inspection notes](doc:incoming-inspection-notes) |
| Review stock by shipment | [Stock by shipment](doc:stock-by-shipment) |
| Find the list routes and headings | [Find the receiving, inspection, or stock list](#find-the-receiving-inspection-or-stock-list) |
| Read the columns and toolbar | [Read the list columns](#read-the-list-columns) |
| Change the list view | [Adjust 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

1. Open the route that matches your work from the table above.
2. Check the page heading and list tabs.

**Result:** The selected warehouse list is open at its route, ready for column review.

![Check the receiving list heading and column headers.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/8a3402b0994eef5251e4739c5485da90.png)

## 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

1. Select **Table Layout**.
2. 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.

![Check the receiving layout choices.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/9b02c97c703fdb71e420dea87c35aa25.png)

### Choose a list setting

Prerequisites

- Have a receiving or stock list open.
- The list must show **Settings**.

Steps

1. Select **Settings**.
2. 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.

![Check the stock settings choices.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/389cb575201f155b87d8e18d0287ada2.png)

## 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

1. 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.

![Check the stock export surface before choosing an action.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/5e32f85499c45217e7f68a1ba98287b1.png)

## 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](doc:goods-receipt-notes), [Incoming inspection notes](doc:incoming-inspection-notes),
and [Stock by shipment](doc: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.