Getting started

Working the Inbox

The Inbox is your work queue: every order in the workspace, one row each, newest activity first. Most days the whole job is "open the Inbox, clear what needs me" — this article covers the tools that make that fast.

The status filters

The chips above the table filter the queue by what an order needs:

| Chip | Shows | |---|---| | All orders | Everything, regardless of state. | | Needs review | Orders waiting on a human — usually lines without a supplier item code. | | Ready to send | The supplier's output file exists; delivery is the next step. | | Delivered | The supplier's endpoint accepted the transmission. | | Failed | Anything that went wrong — parse, transform, or delivery failures, exhausted retries, and supplier rejections, all in one red bucket. |

Each chip carries a count for the whole workspace, not just the page you're looking at — so "Needs review · 12" is always the real size of the pile. The header line above the table repeats the two numbers that matter most: how many need review and how many failed.

Rows also carry a status pill of their own (New, Extracting, Needs review, Normalized, Ready to send, Delivered, Failed). One distinction worth knowing: Normalized means parsed and clean but nothing generated yet, while Ready to send means the output file for the supplier already exists. The full vocabulary is in order statuses from upload to delivered.

Finding an order

The search box matches the PO number, the buyer, or the supplier name, and combines with whichever chip is active — "Failed" + a supplier name is the quickest way to ask "what's stuck with them?". The queue shows 25 rows per page; search narrows before you ever need to paginate. On desktop, a Columns menu lets you hide the optional columns (Source, Value, Pipeline, Updated) for the session.

Keyboard navigation

On desktop you can work the queue without the mouse:

  • j / k (or the arrow keys) move the row highlight down / up,
  • Enter opens the highlighted order.

The keys stay out of your way while you're typing in the search box or any other field.

Bulk send

Tick the checkboxes to select rows; a dark action bar appears with Send selected.

Only rows the backend can actually send are selectable: orders that are Ready to send, or whose last delivery attempt failed. Everything else is greyed out — that's the server's rule, not a display quirk, so a bulk send can never fire a request that's guaranteed to be rejected. The header checkbox respects the same rule: it selects only the sendable rows in the current view. Note that a "Failed" pill alone doesn't make a row sendable — parse and transform failures need fixing on the order itself, and exhausted (dead-lettered) deliveries are requeued from System health, not from here.

After a send, the bar tells you exactly what happened:

  • full success reads "N orders sent",
  • partial failures name each failing PO with its reason (the first three, then "and N more") — never an opaque "2 failed",
  • the rows that failed stay selected, so retrying can't accidentally re-send the orders that already went out.

One honesty note: a successful send means the supplier's endpoint accepted the transmission — not that their business system accepted the order's content. A delivered order can still be rejected by the supplier afterwards.

Where each status leads next

| You see | Do this | |---|---| | Needs review | Open the order, resolve the flagged lines (accept a suggestion or type the supplier's code). | | Normalized | Open the order and send it on — the supplier's output is generated at that point. | | Ready to send | Select and Send selected, or open the order and send from there. | | Delivered | Nothing — unless the supplier reports a problem on their side. | | Failed | Open the order to see the exact error; every failure also lands in the exceptions queue. |

An empty inbox

A brand-new workspace shows an empty state with two ways in: upload your first file, or run a practice order — a free sample that never counts toward your quota and walks the whole pipeline end to end.


Next: Order statuses from upload to delivered · Working the exceptions queue

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Working the Inbox — ProcuLink Help