Filtering & Grouping Deliveries
Filter deliveries by material, vendor, status, or date range, and organize with grouping options.
- Material filter: Multi-select by material name
- Status tabs: All, Flagged, Pending, Approved — each with a live count
- Vendor filter: Multi-select by supplier
- Delivered (date range): Filter deliveries between two dates
- Group by None: One list, newest recorded first
- Group by Approval Status (default): Organized by Flagged, Pending, Approved
- Group by Vendor: Organized by supplier — useful for vendor performance reviews
Full Guide
Filters
Click Filter above the table to open the filters. Status is not in there — it has its own tabs above the table:
| Filter | Type | When to Use |
|---|---|---|
| Material | Multi-select by name | Find deliveries for specific materials |
| Status | Tabs: All, Flagged, Pending, Approved | Pull up the flagged deliveries on the project |
| Vendor | Multi-select by supplier | Review a specific vendor's delivery history |
| Delivered | From/To date range | Audit deliveries within a time period |
The Delivered filter opens a From and a To date — the list narrows as soon as you set either one, and Clear dates removes them:
Combine filters to narrow down large lists. For example: filter by Vendor + Date Range to see everything a specific supplier delivered in the last month.
Group By
The Group button lets you organize the deliveries table into sections:
None
- One list, newest recorded first — the order deliveries were entered, not their delivery date. A delivery logged a few days late sits above earlier-recorded ones with later dates
- Best for: scanning what has just been logged. To audit a period by delivery date, use the Delivered filter
Approval Status (default)
- Deliveries grouped under status headers — Flagged first, then Pending, then Approved
- Each group shows a count badge
- Best for: pulling out the flagged deliveries that need following up
Vendor
- Deliveries grouped under vendor headers with delivery count
- Each group shows the supplier's full delivery history
- Best for: vendor performance reviews — see each supplier's delivery volume, costs, and how often they were flagged
Vendor Performance Reviews
Group by Vendor to see each supplier's full delivery history, cost contribution, and flag history in one view. This is useful during quarterly vendor reviews or when deciding whether to continue with a supplier.
Combining Filters and Grouping
You can combine search, filters, status tabs, and grouping:
Set grouping
Click Group → Vendor → deliveries organize into supplier groups.
Pick the status tab
Click the Flagged tab → see only flagged deliveries per vendor.
Narrow by date
Click Filter → Delivered → set a date range → further narrow within the filtered groups.
Clearing Filters
When filters are active, they show as chips in a strip above the table — remove one with its ×, or click Clear to remove them all and return to the full list. Search, the status tabs and grouping are independent — they need to be cleared separately.
Related
- Deliveries Overview — Full column reference
- Delivery Status — What statuses mean
Questions
What does the search box look at?
The material, the vendor, the DC number and the delivery location. For one supplier's deliveries you can also use Filter → Vendor, and for a period Filter → Delivered.
Why is a supplier missing from the Vendor filter?
The Vendor and Material filters only list suppliers and materials that appear in the project's deliveries. A supplier with no deliveries yet isn't in the list.