Filter Orders

ORDER MANAGEMENT > ORDER > ORDERS

You can apply one or more filters to a list of orders to identify orders that need attention, to speed up searches, to reduce the number of orders in the list, or to view a list of orders by order or fulfillment date, fulfillment location or based on order status, shipment status, payment status, or by orders requiring attention.

Using the Order module, you can refine the Order List by using various filters and sort options. For example: You can filter orders by scope, order number, customer name/email/phone, shipping or billing postal code/zip, creation date, order date, fulfillment date, authors or order value. You can display the details of an order by double-clicking the order summary.

The Order Value range filter is only available when a Sales or a dependant Scope is selected.

For example, you could query a list of all orders with the following filters:

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In Progress order status.

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Orders associated with the scope Canada.

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Orders created in the last 30 days.

When any order requires attention, a flag appears at the top right of the screen and the following message is displayed: There are orders requiring attention.

The system notifies you when the order data for the current filtering criteria is out of date, by displaying a message at the top right of the orders list in the following format: nn new orders match your filtering criteria The message will be displayed until the list is refreshed.

OPTIONAL: Click refresh to update the orders data.

Filtering the Orders list:

1.

Using the Scope Selector, select a scope.

2.

In the Find drop-down, select a find option to filter orders by order number or customer details. The filter options are: Order Number, Customer Name, Customer Email, Customer Phone, Shipping Postal Code/Zip, Billing Postal Code/Zip or All criteria.

Select All criteria to search for a single keyword across all the possible filters. This will save you steps at times when, for example, you don't know whether H3B 2S2 was the customer's billing or shipping postal code.

a.

Enter a keyword in the Keyword field to find orders using the specified keywords.

3.

In the Order Status list box, select a status option to filter by order status. The filter options are: Show All, Completed, On Hold, New, In progress, Pending process, Canceled, and Partially Fulfilled.

4.

In the Shipment Status list box, select a status option to filter by order shipment status. The filter options are: Show All, Ready, New, Error, Late for fulfillment, On Hold, Fulfilled, Pending, and Canceled.

5.

In the Payment Status list box, select a status option to filter by order payment status. The filter options are: Show All, Authorization Failed, Payment Failed, Verified, New, Verification Failed, Pending Void, Voided, Pending Authorization, Refunded, Paid, On Hold, Pending Verification, Refund Failed, and Authorized.

6.

In the Fulfillment Location list box, select a Store or Warehouse to filter by fulfillment location.

7.

In the Filter by: section, click the drop-down menu to select the type of date (Order Date or Fulfillment Date). Then select one of the following:

a.

Any Time: Lists all orders in the system that match the filtering criteria.

b.

Today: The default. Lists all orders created or fulfilled in the current day that match the filtering criteria.

c.

From and To date range. The last option offers calendar pickers to select a from and to date range for a list of orders created or fulfilled between the selected days and that match the filtering criteria.

8.

In the Orders requiring attention section, select the Filter flagged orders (nn) check box to filter orders that are flagged as requiring attention.

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The number of flagged orders is the number of orders that have been flagged and match the selected filter values.

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When you change the filter values, the number of Filter flagged orders (nn) is updated in line with the filtered results.

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The nn total is the number of orders that have been flagged regardless of the filter values.

a.

Click the nn total link, to list all the orders that require attention.

b.

Click the needs attention flag next to an order to display the list of errors that have occurred for that order. The needs attention flag is particularly useful for helping you identify which orders are late, or need attention because of processing messages, validation failures, or other critical issues that could block the orders processing.

9.

OPTIONAL: You can also sort the Orders list by using the Sort by: option. The sort by options are: Date, Fulfillment Date, Number, Value, or Customer.

REFERENCES

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Filter Stores

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Filtering Shipments

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Manage Orders