From the Holded Store, activate the Inventory gem to enjoy waybills and other advanced features on your products
Learn what else you can do with waybills and discover other Inventory features
How to get there
- Access Inventory in the navigation bar
- Select Waybills
Filter and segment waybills
Filter waybills with the search engine
Filter waybills by date
If you want to get information about the shipments in a certain period of time, you can use the date range selector and filter the documents by:
Filter waybills with predefined filters
- Click + Filter
In the list of shipments, you also have predefined Filters available, to be able to get a more detailed view of the details of your waybills and find just what you are looking for at that moment.
By choosing one of the following options, you can filter your products by:
|
Billed |
No, Yes, Partially |
|
|
The associated email can be in status: Not sent, Sent, Read |
|
Subtotal |
The sale price without taxes (or tax base). You can choose between Greater than, Less than, or Equal to the indicated amount |
|
Sales Channel |
The distribution channel, such as an online store, which allows you to segment your waybills by channel |
|
Pipeline |
The personalized logistics stage in which the shipment is located |
|
Document numbering |
The type of numbering you have created |
|
Draft |
The request is Yes or No in draft |
|
Payment method |
Payment method |
Once you have selected the filters you need, you can click Save segment, and your search preferences will be saved as a custom filter among the predefined segments
Filter waybills by segments
Remember that between the segments, the custom filters that you have saved will also appear.
The option to filter by segments will allow you in this case to filter the waybills by status. 
You can filter by segment Pending + Not billed and export your shipment pending collection to keep track