To filter the desired transfers quickly and easily, follow these steps:
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Log in to the ikas Dashboard:
Sign in to your ikas dashboard.
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Access Transfers:
In the left menu, click on the tab Products > Transfers.
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Add a Filter:
Click on Filter next to the search bar, then click the + Add Filter button.
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Select the filter criteria:
Choose the criterion by which you want to filter, such as Entry Branch or Order Status. You can also apply multiple filters at once.
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Set conditions and select filter type:
Once you've selected the criterion, you can refine the filter by choosing one or more specific values.
You can also choose whether to include or exclude the selected value. This means:
- "Includes": Displays only transfers that include the selected value.
- "Not Includes": Excludes transfers that have the selected value.
This feature lets you filter with precision, either by including or excluding specific values.
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Apply the filter:
Click the Apply button to activate the filter and display only the transfers that match the specified criteria.
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Save the filter (optional):
If you want to save the filter for later, click Save after applying the filter. Give the filter a name and confirm by clicking Save to store it.
The saved filter name will now appear in the top bar. By clicking on it, the transfers will automatically be filtered according to the saved criteria. You can also adjust the filter later if needed.
Click on the Apply button to activate the filter and display only the transfers that match the set criteria.
💡 Check out the following articles to learn more about inventory transfers in ikas:
- How to Record Product Transfer Between Locations
- How to Record an Inventory Transfer
- How to Export Transfers
For any assistance or if you have further questions, please let us know. You can contact us by phone at +49 7361 3893012 or email us at support@ikas.de.