Filtering & Grouping Deliveries

Filter deliveries by material, vendor, status, or date range, and organize with grouping options.

Quick Summary

Material filter: Multi-select by material name
Status filter: Select Pending, Approved, or Flagged
Vendor filter: Multi-select by supplier
Date range: Filter deliveries between two dates
Group by None: One list, newest recorded first
Group by Approval Status: Organized by Pending, Approved, Flagged
Group by Vendor: Organized by supplier — useful for vendor performance reviews

Full Guide

Column Filters

Click any filterable column header to open its filter dropdown:

Filter	Type	When to Use
Material	Multi-select by name	Find deliveries for specific materials
Status	Multi-select (Pending, Approved, Flagged)	Pull up the flagged deliveries on the project
Vendor	Multi-select by supplier	Review a specific vendor's delivery history
Date	From/To date range picker	Audit deliveries within a time period

Deliveries table filtered by Status to Flagged, leaving the two flagged deliveries from an off-list supplier — Status filter set to Flagged — only the deliveries that failed the supplier check remain

The Date filter opens two calendars side by side — pick a From date and a To date, then click Apply:

The Date column filter open over the deliveries table, showing From and To calendars with Clear and Apply buttons — Date filter — a From and a To calendar, applied together

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 By dropdown lets you organize the deliveries table into sections:

None (default)

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 Date filter

Approval Status

Deliveries grouped under status headers (Approved, Flagged, Pending)
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, column filters, and grouping:

Set grouping

Set Group By to "Vendor" → deliveries organize into supplier groups.

Apply status filter

Click Status header → select "Flagged" → see only flagged deliveries per vendor.

Narrow by date

Click Date header → set a date range → further narrow within the filtered groups.

Clearing Filters

When filters are active, a Clear Filters button appears. Click it to remove all active column filters and return to the full list. Search and grouping are independent — they need to be cleared separately.

Deliveries Overview — Full column reference
Delivery Status — What statuses mean