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orders
Tag an order Inspect when its items come back, and swap the tag for Inspected once someone has checked them. Your team works the Inspect list down to zero, and Inspected stays on the order as the record of the check. Tables explains filters and saved views.

Prerequisites

Required permissions: Create and edit orders to tag an order and to create a tag (orders:order_summary:manage). Every built-in role holds it, Member included. Sharing a saved view with your team takes the Manager role or higher. See Users & Roles.
Have ready before you start:
  • The units marked Returned on the order. Mark them as they come back, not after the check, because the order records the return at the moment you mark it. See Mark items returned.
  • Two tag names your whole team uses, such as Inspect for waiting and Inspected for checked.

The walkthrough

1

Open the order

Open Orders and enter the code from a returned unit’s tag in Search all orders. With more than one location, check the location selector in the top-left corner first. The table lists every order the unit has ever been on, so click the row that reads In progress. The order opens on its Summary tab.
The Orders table with a returned unit's code in Search all orders and the In progress order's row highlighted
2

Tag the order Inspect

In the Tags card in the panel on the right, type Inspect and choose it from the list. The first time, the list reads Add new tag: Inspect, which creates the tag. The tag shows as a chip in the card and is saved at once.
The Tags card on an order with a new tag's name typed and Add new tag offered under the field
3

Filter Orders on Tags

Open Orders on the All tab. Click the funnel button to the right of the search box, whose tooltip reads Filter, and choose Tags in the list of columns. A Tags filter appears under the search box with its panel open.
The column list open under the Filter button on the Orders table, with Tags highlighted
4

Choose Has and tick Inspect

Leave the rule at the top of the panel at Has and tick Inspect in the list. Click outside the panel. The table lists every order waiting for inspection.Save the filter as a view and share it with your team, as Save a daily view shows, so the list opens from its own tab.
The Tags filter's panel with the rule at Has and one tag ticked, the tagged order listed behind it
5

Check the items

Click an order’s row and check each unit that reads Returned on its Summary tab. Record any damage on the stock item before you release the order, as Record a damaged item shows.
An order's Summary tab with a unit's Returned chip and the tag in the Tags card highlighted
6

Swap Inspect for Inspected

In the Tags card, type Inspected and choose it, or Add new tag: Inspected the first time. Then click the cross on the Inspect chip. The order leaves the Inspect list, and Inspected records that the check was done.
The Tags field with the first tag's chip, a second tag's name typed and Add new tag offered, the cross on the chip highlighted
7

Complete the order

Click the In progress status chip in the top-right corner, choose Completed and confirm, as Complete an order shows. Nothing checks the tag on the way, so an order still tagged Inspect completes all the same.
The status chip's menu open on an order, with In progress and Completed highlighted

How do I know it worked?

  • The order carries Inspected in its Tags card, and its status chip reads Completed.
  • The Inspect list is empty once every return on it has been checked.
  • Every completed order you took back carries Inspected. Filter Orders on Stage, ticking Completed, and on Tags with Has not and Inspected ticked. An order on that list closed without the check.

Troubleshooting / common pitfalls

No check reads tags before an order closes. Return from orders on scanned units also closes every order it finishes while Change order state to stays ticked. Reopen the order and tag it Inspect again. See Return scanned items and Reopen an order.
The tag holds nothing back. A unit marked Returned is free for other orders at once, and an item state under Handed out holds its unit only to the booked end. Reserve a unit that must not go out unchecked, as Record a damaged item shows. See Fulfillment lifecycle.
The panel on the right is closed: click the button at the right end of the tab row. If the panel opens without the card, your role’s UI Visibility hides the Tags card. See UI visibility.

Tables

Filters, saved views and sharing, control by control.

Returns and damage

Every walkthrough for taking items back.

Mark items returned

Record which units came back on the order.

Record a damaged item

Note the damage on the stock item and keep it out of service.

Save a daily view

Save a filtered Orders table as a tab of its own.

Complete an order

Close the order once nothing is left to do on it.