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How to filter your orders

Filter orders with a tag before batching them together

Filters make it easy to display only relevant orders.

It's especially helpful in the Assign screen, just before batching orders together for shipment.


To filter orders on the Assign screen:

  1. Click Filters in the toolbar (next to Group by… and Mentions).


2. The Filters panel opens. To create a new filter:

  • Give it a name under New filter's name.

  • Under Filter orders that match ___ of these rules, choose all (orders must meet every rule) or any (orders that meet at least one rule).

  • Under Set filter's rules, use the first Choose dropdown to pick what to filter by, the second Choose dropdown to set the condition, then enter a value. Click Apply to add the rule.

  • Click Save filter to save it for reuse.
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You can filter by any of the following:

  • Tags

  • SKU

  • Item quantity

  • # of line items

  • Delivery method

  • Package

  • Inventory location

  • Color coding

  • Ship to state

  • Ship to country
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3. Select a filter to apply it. When a filter is selected, it appears on the Assign screen's bar, under the status tabs. To remove a filter, just click the X in the filter.

That's it, happy filterin'!

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