Activate the Inventory paid gem from the Holded Store to use the pipelines
Learn here everything you can do with pipelines. Discover the sales orders, the purchase orders, the waybills and also the other Inventory functionalities
How to get there
- Go to Inventory in the navigation bar
- Select an Inventory document between:
- Orders > Sales orders or Purchase orders
- Waybills
Filter Inventory documents by pipelines
Remember that you must have previously created the pipelines to be able to use them. Learn how to do it here
With these steps, you will be able to identify all the documents that are in a certain stage or pipeline.
- In the list of Inventory documents, select + Filter
- Click Pipeline
- Choose one of your custom statuses
You can click Save segment to make the custom filter appear by default in the list of segments