Take the hassle out of filtering the same orders every day by saving Views.
Similar to the default statuses at the top of the orders page, save your frequently used filters as Views for easy access.
Examples of Order Views include:
Orders with Shopify fraud tags
Amazon FBA orders
Orders that haven’t been printed
Orders that are still to be picked
Orders to be shipped with USPS
In this section:
Types of Order Views
There are two types of Order Views:
1. Company Views: These appear at the top of every team member's Order Page. Only these team members have access to create them:
Customer Service Manager
2. Private Views: Every team member has the option to create their own private View.
Create a View
Click on "+" to create a new view
Apply your specific filters
Click "Create View" on the bottom
Name your View. Choose to make it a private or company-wide View
The View will appear at the top of the Orders Page
Change View name and sharing options
Click the View, select the pen icon and click "Edit"
You can change the name and sharing options of the View
Change View filters
To remove and add a filter to your View:
Select your view
To remove filters, simply delete them from the top search area
To add a filter, simply select any filter from the menu
Click "Save Changes" on the bottom
Update your existing View by selecting "Save changes to [View Name]". You can also choose to create a new view. Changes will not be saved until you have completed this step.
To revert back to the original filters of your View, click "Discard Changes" on the bottom.
Delete a View
Click the specific View, select the pen icon and click "Delete".
If the view is shared with the Company, it will be deleted for all users.