Finding Orders Quickly
Use filters and search to manage large volumes of orders efficiently.
Search
The search bar on the Orders page searches by:
- Order number
- Customer name
- Product SKU (within order items)
Filters
Click the Filter button to filter orders by:
| Filter | Options |
|---|---|
| Status | Draft, Confirmed, Processing, Shipped, Delivered, Cancelled |
| Customer | Select from your customer list |
| Date Range | Created date range |
| Order Type | Standard, Trade Show |
| Warehouse | Source warehouse |
Sorting
Click any column header to sort by that field. Click again to reverse the sort order.
Advanced Filter Combinations
Combine multiple filters for precise results. For example:
- Status: Processing + Warehouse: Main DC — see all orders being picked in a specific warehouse
- Customer: Acme Corp + Date: Last 30 days — recent orders from a key account
- Order Type: Trade Show + Status: Draft — incomplete trade show orders needing follow-up
Exporting Filtered Results
After applying filters, click Export CSV to download only the filtered orders. This is useful for creating reports, sharing with team members, or importing into accounting software.
Bulk Actions
Select multiple orders to perform bulk operations like printing pick lists or exporting to CSV.
See also: What Are the Different Order Statuses?, How Do I Create a Pick List?