The document list: filters and bulk actions

Sales › Tools › Line list brings sales, purchasing and inventory documents into one screen. It's the line list from Nori desktop: you filter, check and act on several at once. Each module's list (Sales › Sales orders, Purchasing › Purchase orders…) works the same way, with its own type only.

Filter

1. Choose the Document type. It opens with open sales orders.
2. Use the filters you need:
   • Search by number, partner or reference.
   • Status, series and sales rep.
   • Payment form and, in Mexico, payment method (PUE or PPD).
   • Date range.
   • Pending only: documents that still have lines to copy.
3. At the top you see the Sum of what's filtered and, if any, the Balance to collect or pay.

In a document, the "See their…" link under the partner opens the list already filtered by that partner. To remove the filter, click the partner's tag.

Check documents

• Check the boxes of the documents you want.
• Select all checks the ones on the page.
• Select all N matching checks every document that matches the filter, even on other pages.
• Clear selection starts over.

Actions on what's checked

Print and Open work with the checked documents one by one, not with "all matching".

Why: a target document is for one partner. If you check orders of two customers and click Copy to Delivery, Nori asks you to check only one customer's. In Mexico, copying to an invoice also needs the same payment form, payment method and CFDI use; filter by Payment form and method before checking. To invoice many deliveries of several customers, use How to invoice deliveries in bulk.

If you don't see…

• A document type in the picker: your role can't view it.
• Post drafts: it shows with the status on "All" or "Draft", and if you can create that type.
• A Copy to button: your role can't create the target document, or that type isn't copied to another one (a credit memo, for example).
• Other sales reps' documents: if your company works with data by sales rep, you only see yours.