About Filters: Examples & Use Cases
Filters allow you to organize your orders so that you can quickly access the orders you need at any given time with a single mouse click. Filters find and di...
What Are Filters?
Filters allow you to organize your orders so that you can quickly access the orders you need at any given time with a single mouse click. Filters find and display orders that meet the criteria that you specify for the Filter. You can create as many Filters as you need.
Think of a Filter as a saved Advanced Search that allows you to run the search at any time by clicking on it. When you click the Filter, the results of the search are displayed in the Orders Grid.
In this article, we will look at the default Filters available in Postsale. We will then explore how to create several useful Filters. The goal is to arm you with the knowledge needed to create Filters for your specific workflow.
Postsale's Included Filters
Postsale includes a few default Filters to help you organize your orders. Let’s take a look at the criteria for each one to get a better understanding of how Filters work:
- All Orders: Has no criteria defined. It lists all orders in the Order Grid.
- Ready to Ship: Searches for orders where the order status is not Shipped, not On Hold, or not Voided.
- Shipped: Searches for orders where the order status is Shipped.
- Voided: Searches for orders where the order status is Voided.
- On Hold: Searches for orders where the order status is On Hold.
- Canceled: Searches for orders where the order status is Canceled.
- Archived: Searches for orders where Order Archived is True.
Should I Create My Own Filters?
Great question. Creating your own Filters allows you to drill down on the specific search results you need. As an example, let’s look at the use cases we will walk through later in this article. You can use Filters to:
- Group orders by their order source when fulfilling orders from multiple sales channels or for multiple third parties.
- Track orders as they move through your shipping workflow. Quickly view orders awaiting shipment, being picked, that have been packed, that have been shipped, and so on.
- Group orders by the requested shipping method to quickly view orders shipped by the same carrier and service.
- Track orders once they have shipped by creating Filters for each tracking status (In Transit, Exception, Delivered, etc.).
- Separate domestic and international orders.
- Organize orders to be included in reports. Perhaps you need to organize orders by date to include them in a quarterly sales report.
- View your archived orders.
There are many, many more ways to use filters to organize your orders. In this article, we will walk through creating several Filters to give you a solid understanding of how to create filters for your own needs.
Examples & Use Cases
Let’s explore several real-world examples and walk through how to create Filters for each use case. The goal is to empower you with the basic knowledge of how Filters are created so that you can then create the Filters you need for your specific workflow.
Organize Your Filters
As you create more and more filters, you may find that you need to rearrange and organize them into a more logical order. See our Manage Filters & Folders help article to learn how.
About Operators
When creating Advanced Searches there are several Operators available to choose from. The list of operators changes depending upon whether the field chosen is a non-date or date field. Each operator allows you to drill down on specific information in a particular way. Expand the sections below to learn more about the available operators and what they do.
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