Search for Protected Shipments
Use Filters to find orders with shipment protection
Postsale’s Filters make it easy to locate orders with shipment protection applied. Whether you’re preparing to file a claim, reviewing orders with existing claims, or just need to find orders with shipment protection applied, a search with Filters lets you quickly find the orders you need.
In this article, we will walk through setting up searches with Filters. We'll also save the searches as Filters. Saved Filters are great because you can simply select one to quickly repeat the search without having to recreate it.
We will create searches to:
- Locate orders that have shipments with shipment protection applied
- Locate orders with a specific type of shipment protection applied (carrier declared value or Shipsurance parcel insurance)
- Locate orders with a claim submitted with Shipsurance
- Locate orders with a specific Package Value associated with the applied shipment protection
Learn more about searching with Filters.
Before We Begin
This article assumes that you have shipped at least one order with either the carrier's shipment protection or Shipsurance parcel insurance applied to the shipment.
If you have not added shipment protection to any shipments, that's OK. You can still create the searches and save the Filters. However, the search will not return any results until at least one of your shipments has shipment protection applied.
Create Your Searches
In the following sections, we will create four separate searches so that you can learn how to create them and so that you become familiar with the search options related to locating orders with shipment protection applied.
Open the Filters Panel
Select All Orders in the Orders Menu. Selecting All Orders ensures that no criteria have already been added to your search.
Click the Filters button in the Search bar.
Click Add Condition and select Condition.
The Add Condition dialog opens. This is where you will add the specific criteria to locate the orders you need.
Next, follow the steps in the appropriate accordion for the search you would like to create.
Find All Orders with Shipment Protection
Real-World Example
I am trying to locate any order that has a shipment with shipment protection applied. It doesn't matter if it is the carrier's declared value coverage or Shipsurance parcel insurance.
Click the Field drop-down menu in the Add Condition dialog from step 3 above. Then, locate and select Apply Shipment Protection. Hint: You can type the name of the field to quickly locate it in the list of available fields.
The Operator field is set to Equals and the Value is set to True for you. Leave these values as they are since they tell Postsale to search for all orders that have shipment protection applied.
Click the Save button to add the condition to your search.
The condition shows in your search. Behind the Filters panel, the Orders Grid now lists only the orders that match. The number on the filter icon shows how many conditions your search has.
See the Save Your Search as a Filter section below to learn how to create a Filter.
Find Orders with Specific Shipment Protection
Real-World Example
I am trying to locate all orders that have a shipment with Shipsurance parcel insurance applied.
Click the Field drop-down menu in the Add Condition dialog from step 3 above. Then, locate and select Shipment Protection Provider. Hint: You can type the name of the field to quickly locate it in the list of available fields.
The Operator field is set to Equals and the Value is set to Shipsurance for you. Leave these values as they are since they tell Postsale to search for all orders that have Shipsurance shipment protection applied.
(Optional) To locate orders with carrier shipment protection instead, click the Value drop-down and select Carrier.
Click the Save button to add the condition to your search.
The condition shows in your search. Behind the Filters panel, the Orders Grid now lists only the orders that match. The number on the filter icon shows how many conditions your search has.
See the Save Your Search as a Filter section below to learn how to create a Filter.
Find Orders with a Shipsurance Claim
Real-World Example
I need to locate any orders with a shipment that I have submitted a claim for with Shipsurance.
Click the Field drop-down menu in the Add Condition dialog from step 3 above. Then, locate and select Shipment Protection Claim Status. Hint: You can type the name of the field to quickly locate it in the list of available fields.
Leave the Operator as Equals. Then, click the Value drop-down and select Submitted.
Click the Save button to add the condition to your search.
The condition shows in your search. Behind the Filters panel, the Orders Grid now lists only the orders that match. The number on the filter icon shows how many conditions your search has.
See the Save Your Search as a Filter section below to learn how to create a Filter.
Find Protection with a Specific Package Value
Real-World Example
I add shipment protection to any shipments with a package value of $250 or more. I'd like to locate all of the orders with shipment protection applied and a package value equal to or greater than $250.
Click the Field drop-down menu in the Add Condition dialog from step 3 above. Then, locate and select Shipment Protection Package Value. Hint: You can type the name of the field to quickly locate it in the list of available fields.
Click the Operator drop-down and select Greater than or equals.
Enter 250 in the Value field. Keep in mind, you can enter any value that works for you. For example, if you add protection to packages with a value of $300 or more, you would enter 300 as the Value.
Click the Save button to add the condition to your search.
The condition shows in your search. Behind the Filters panel, the Orders Grid now lists only the orders that match. The number on the filter icon shows how many conditions your search has.
See the Save Your Search as a Filter section below to learn how to create a Filter.
Save Your Search as a Filter
Now that you've added your conditions to your search and located your orders, it's time to save your search as a Filter. Saving your search as a Filter allows you to simply select the Filter at any time to repeat the search without having to recreate it. Just select the Filter and the results are displayed in the Orders Grid for you.
Click Save As at the bottom of the Filters panel.
Enter a name for your Filter in the Name field. We suggest giving it a name that helps identify the search associated with it.
(Optional) To add an icon, click the magnifying glass icon. Then, select an icon that represents your filter.
Click Save to add the Filter to the Orders Menu.
The Filter is added to the Orders Menu. Select it any time you wish to perform the search.
Learn how to rearrange and organize your filters.
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