How to use Filters in Memo Out Section?
Managing inventory and transactions effectively is crucial for businesses in the gemstone industry. GemCloud simplifies this process with its Memo Out section, offering robust features like customizable filters to streamline operations. This article guides you through the steps of adding filters to optimize your Memo Out experience.
Step 1: Navigating to Memo Out
Access Inventory Catalog: Start by navigating to the left menu of your GemCloud dashboard. Click on "Inventory Catalog" from the dropdown menu.
Select Memo Out: Within the Inventory Catalog options, choose "Memo Out."
Step 2: Memo Out Page Overview
Upon reaching the Memo Out page, you'll encounter a comprehensive view of all memo out.
Step 3: Adding Filters
Navigate to Filter By Section: Look for the "Filter By" section prominently displayed on the Memo Out page.
Product Category: Select the desired product category from the dropdown menu. Options include:
- C&P Gemstone
- Rough Gemstone
- C&P Diamond
- Jewelry
Receiver Type: Depending on your needs, specify the type of receiver. This filter helps in targeting transactions based on recipient categories.
Receiver: If necessary, choose a specific receiver from the dropdown list. This filter allows for detailed tracking of transactions with individual clients or partners.
Creation Date Range: Define the timeframe for which you wish to view transactions. Enter the start date ("From") and end date ("To") to narrow down results to specific periods.
Update Results: After setting your filters, click on the "Update Results" button. This action refreshes the Memo Out page to display memo out that match your selected criteria.
Conclusion
By utilizing filters in Gemcloud' s Memo Out section, businesses can efficiently manage inventory movements and transaction records. These filters enhance visibility and control by allowing users to focus on specific product categories, receivers, and date ranges. Whether tracking distributions or analyzing transaction histories, GemCloud empowers users with tools that promote operational efficiency and accuracy in inventory management. Embrace these features to streamline your business processes and ensure precise handling of gemstone transactions within your organization.
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