Finding Incoming IBTs (Inter Branch Transfers)

The Incoming IBTs Finder is used to find IBTs relating to stock which is incoming. You may use the Finder to:

• show details of your Incoming IBTs;

• locate a specific Incoming IBT record; and

• open an Incoming IBT record for viewing/editing.

Displaying Incoming IBTs In The Finder

To show Incoming IBTs in the Finder:

• From the Home tab: under search, select Incoming IBTs.

   

  

   

• Or: Use the search section in the Mega Menu to select Incoming IBTs.

   

  

• Or: From the main menu: select Edit > Search, then select Incoming IBTs.

   

  

   

• Or: In the Finder: click the 'down' arrow on the Search... button and select Incoming IBTs from the menu.

   

  

   

Your Incoming IBT records will be listed in the Finder. For example:

For further details and column definitions see Inter Branch Transfers.

Note: You may change the sequence of records displayed - see Changing The Search Sequence.

Browsing Incoming IBT Records

If more than one page of records is displayed in the Finder you may click the blue arrow keys on the Finder Toolbar to scroll through pages of records and/or enter/select a page number. For example, entering 40 will show the 40th page of results. See Browsing Records in The Finder.

You may select the Branch relevant to the Incoming IBT using the Branch menu on the Finder Toolbar.

Opening An Incoming IBT From The Finder

To open the required record from the Finder, either:

• Click the IBT No. hyperlink of the record you wish to open.

• Or: Right-click on the line of the record, then select the View... option.

The record will open in a new tab. For further details see Inter Branch Transfers.

Changing The Sequence

You may wish to alter the sequence in which the records are displayed in the Finder. To do this:

1.      Click Advanced on the Finder Toolbar.

2.      The Search menu shows the current order in which records are displayed. To change the sequence, select an alternative option from the menu.

Incoming IBTs have the following Search options:

• IBT: Display Incoming IBTs (and search results) in IBT number order.

• Request No: Display Incoming IBTs (and search results) in IBT request number order.

You may also change the sort order by selecting either A to Z or Z to A.

3.      Click the search (magnifying glass) icon   on the Finder toolbar. The records will be re-sequenced.

Searching For A Specific Record

To find a specific record without having to browse through pages of records:

1.      Type an appropriate search term into the search field on the Finder Toolbar.

The search term you enter should relate to the Search option selected - see above. For example, if the Search option is IBT then enter all or part of the IBT number.

Note: You may click the down arrow within the search field to view and select a recent search.

2.      Click the search (magnifying glass) icon   on the Finder toolbar.

The records will be re-sequenced in the Finder, with the nearest matching record displayed at the top.

Filtering Incoming IBTs

You may use filters to control which records are displayed in the Finder. To filter Incoming IBTs:

1.      Click Advanced on the Finder Toolbar.

2.      By default, Incoming IBTs of all (a) IBT Types, (b) Statuses, (c) Printed statuses and (d) Stages are displayed in the results (i.e. all of the IBT Type, Status, Printed and Stage fields are checked). To reduce the number of results you may uncheck the following fields:

IBT Type:

• All: Show all IBT types

• Outgoing: Show Outgoing IBT records

• Incoming: Show Incoming IBT records

Status:

• All: Show all Status types

• Unconfirmed: Show Incoming IBT records with the Status 'Unconfirmed'

• Held: Show Incoming IBT records with the Status 'Held'

• Confirmed: Show Incoming IBT records with the Status 'Confirmed'

• Cancelled: Show Incoming IBT records with the Status 'Cancelled'

Printed:

• All: Show all Printed types

• Unprinted: Show Incoming IBT records which have not been printed

• Printed: Show Incoming IBT records which have been printed

Stage:

• All: Show all Stage types

• Allocation: Show Incoming IBT records at the Allocation stage

• Request: Show Incoming IBT records at the Request stage

• Despatch: Show Incoming IBT records at the Despatch stage

• Receipt: Show Incoming IBT records at the Receipt stage

You must ensure that at least one filter from each category listed above is selected, otherwise no results will be returned. For example, to show ONLY 'Confirmed' Incoming IBTs (i.e. Incoming IBTs with the status 'Confirmed'):

• Under Status, ensure only the Confirmed box is checked.

• Ensure All or at least one IBT Type box is checked.

• Ensure All or at least one Printed box is checked.

• Ensure All or at least one Stage box is checked.

3.      Click the search (magnifying glass) icon   on the Finder toolbar.

The selected records will be displayed in the Finder.

NEXT: Finding Kanban Records