Managing multiple purchase orders efficiently is crucial for streamlining your sourcing workflow. The BBDBuy Spreadsheet's powerful filtering system allows you to instantly organize and prioritize your orders, transforming raw data into actionable insights.
Why Use Filters?
Applying filters helps you:
- Gain Instant Clarity:
- Accelerate Decision-Making:
- Optimize Logistics Planning:
- Track Progress Effectively:
How to Apply Filters for Key Management Tasks
1. Sort Orders by Seller/Vendor
Group all purchases from a specific supplier to simplify communication and QC coordination.
- Click the dropdown arrow in the "Seller Name"
- Select "Filter""Sort A-Z".
- To view one seller, deselect "Select All" and check only their name in the list.
Outcome:
2. Filter by QC (Quality Control) Status
Prioritize orders based on their inspection stage to maintain workflow momentum.
- Locate the "QC Status"
- Click the filter icon and choose your desired status category.
- Combine with a sort on "Order Date" to address oldest orders first.
Outcome:
3. Organize by Delivery Route/Shipping Method
Plan cost-effective logistics by grouping orders with similar shipping paths or agents.
- Apply a filter to the "Delivery Route""Agent"
- Select all orders sharing the same route (e.g., "Sea Shipment - Agent A", "Air - Express").
- Add a secondary filter on "Warehouse"
Outcome:
Pro Tips for Advanced Management
Use Multiple Filters Simultaneously
Combine filters for pinpoint accuracy. Example: Show only "Seller: ABC Trading""QC Status: Pending"
Create a "Priority" View
Add a custom column for Priority Level (High, Medium, Low). Filter for "High" combined with "QC Passed" to see which critical orders are ready to ship.
Save Filtered Views
After setting complex filters, consider creating a dedicated sheet tab or a named view (if supported) for frequent scenarios like "Weekly QC Review" or "Agent XYZ Consolidation."