Narrow the orders or shipments list to exactly what you need to pack today, then save that filter as a view your whole team can open with one click.
Every warehouse has a handful of questions it asks the order list all day long. What is waiting to be packed for Sweden and Norway? Which orders over 1.000 kr. still have no shipment? What came in since yesterday? This tutorial shows how to ask those questions with filters, combine them, and save the useful ones as views so nobody has to rebuild them tomorrow.Everything here works the same on Orders and Shipments. The screenshots use the orders list.
The Orders list with the Filter button next to the quick filters
Above the table, next to the search box, click Filter. A list of everything you can filter on opens: status, order channel, country, customer name and email, order total, whether the order has a shipment yet, and when it was created or updated.
The Filter button opens the list of properties
Start typing to find a property faster, or use the arrow keys and Enter.
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Pick what to filter on, then tick the values
Choose Status, then tick Pending and Processing. The filter appears as a small tag above the table the moment you tick the first value, and the list updates behind it. Keep ticking or unticking until it reads the way you want, then click anywhere outside to close the menu.
Ticking values adds the filter tag straight away
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Add a second filter
Click the small + at the end of the tags and choose Country. Tick Sweden and Norway. The two tags are joined by the word and, so an order has to match both to stay in the list.
Two tags joined by and: pending or processing orders going to Sweden or Norway
The number on the Filter button tells you how many filters are active. To remove one, click the × at the end of its tag.
Each tag has three parts: the property, how it matches, and the value. Click the middle part to change how it matches. For a list such as Country the choices are is any of and is not any of. Text properties such as Customer email offer contains, does not contain, starts with and ends with. Amounts offer is greater than, is at least, is less than and is at most. Anything that can be empty also offers is empty and is not empty.
Click the middle of a tag to change how it matches
Is not keeps the orders where the value is missing. “Country is not Denmark” also shows orders that have no address yet, because those are not Denmark either. That is usually what you want when you are looking for problems.
Click the word and between two tags and it becomes or. With and, an order has to match every tag. With or, matching one is enough.When you need both in the same filter, put some tags in a group. Click Filter, choose Add filter group at the bottom, and pick the first property for the group. The group shows as a bracket with its own and / or.
A group in brackets: pending or processing, and going to Sweden or Norway
Dates have shortcuts: Today, Yesterday, 1 week ago, 2 weeks ago, 1 month ago and 3 months ago, or Custom date… to pick a day from the calendar. “Created is on or after 1 week ago” gives you the last seven days.
Date shortcuts for the Created property
The shortcuts move with the calendar. A view saved with 1 week ago still means “the last seven days” when you open it next month. A Custom date stays fixed on that day.
Give the view a short name your team will recognise, add a note if it helps, and choose Only me or Everyone in the organization.
Saving the filter as a shared view called Nordic orders to pack
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Open it from the bar
Saved views appear as tabs above the filters, after All orders. Click a tab to load its filter. The tab you are on is highlighted, and the little icon tells you whether the view is shared or personal.
The views bar with the shared view Nordic orders to pack open
The filter is also in the page address. Copy the link from your browser and send it to a colleague, and they land on the same filtered list, even without a saved view.
The Shipments list has its own Filter button with shipment properties: status, tracking status, direction, carrier, carrier product, recipient country, reference, tracking number, and whether the shipment has an order or documents. Its saved views are kept separately from the orders views.
Shipments filtered to outbound shipments that are pending or processing
If your organization uses brands, a view saved while you are looking at one brand only appears inside that brand and in the whole-organization view. Inside a brand, the Brand property is not offered, since every order there already belongs to that brand.
Personal views are yours alone. Nobody else sees them, including administrators.
