Filter Unshipped Orders

ShippingEasy Content Team

Updated November 10, 2023 17:36

Filters on the ORDERS page allow you to display all orders that meet the requirements you check off on the filter options. You can think of filters as a complementary tool to the search bar on the ORDERS page because it allows you to further specify your search. Filtering allows you to quickly view and group unshipped orders by specific criteria. For example, you may wish to view and group all international orders or all orders going to a particular zone.

Note

Filters are saved per user login session. This means if multiple users log in from the same workstation, filters set by previous users will not apply.

Options from multiple cells can be selected at the same time. Filters stack, so the results match all specified filters. You can also search for the filtered results. Only results that match the filter and search criteria will be displayed when doing so.

You can save your Top 5 filters on the ORDERS page. Click on More Filters and select the Arrange Filters link. Once selected, your Top 5 filters will be displayed above your orders list.

Reasons to Filter Orders

Filtering orders can allow you to take action on multiple orders simultaneously. Several bulk actions can be applied to your orders:

Batch shipments
Assign an order category
Tag orders
Print pick lists or packing slips
Combine multiple orders
Edit order weights
Clear orders

Filtering Unshipped Orders

Follow these steps to filter orders on the ORDERS page.

Go to the ORDERS page from anywhere in the ShippingEasy app.
Select "More Filters" from the filter toolbar above the orders.

A list of different filters will appear as a sidebar available to help you find and view orders based on certain attributes. The filters are drop-down menus that contain checkboxes that will filter your orders in real-time.

Tip

Select your Top 5 Filters by clicking on Arrange Filters. These filters will display above your orders list for easy access.
Check the boxes next to the filter options you want to filter for. Your orders will filter in real-time.

The selected filters will be displayed across the top of the orders:
Click the "X" by the filter to remove them one by one, or click Clear Filters to the right of the filters to clear them all.

Tip

Saving your filtered views can be a quick and easy way to filter shipments in the future. Click Saved Filter View to the right of the selected filters.

Filter Orders Examples

Some useful ways to filter your orders can be by address, sales channel, or multiple orders.

Filter by Valid or Invalid Address:

Select "More Filters" from the filter toolbar above the orders.
Expand the Address Type filter from the left sidebar menu and check the Invalid Addresses option.
Click the red triangle on the order to Fix the address or click use anyway to use the address as is.

Note

If you choose to use the invalid address, the triangle icon will appear yellow in the order. You can filter for these orders by selecting the Invalid Accepted Address filter.

Filter by Sales Channel:

Select "More Filters" from the filter toolbar above the orders.
Expand the "Sales Channel" menu, type in part or all of the original sales channel name, and Enter to apply the filter.

Your orders will be filtered to show only those orders with a matching sales channel.

Filter by duplicate recipients:

ShippingEasy will flag orders from individuals that have multiple unshipped orders. The match is done on the last name and the address, so "A. Daniel" will match "Albert Daniel" as long as both orders have the same address. Recipient names appearing in green indicate that one or more orders has the same recipient.

Hovering over the double sheet icon will show the message: There are multiple unshipped orders with this address.

To see the orders that have the matching recipients, you can filter your orders to see just these.

Expand the "Recipient" filter option. Then select Duplicates.

Now, only orders placed by customers with two or more unshipped orders will display.

Filter Options on ORDERS page

Filters	Description	Learn More
Store	Filters by store	Only visible if a store has been integrated with your account. Learn more about store integrations.
Product SKU	Filters by Product SKU information. Select from: Includes Only Has (All) Only Has (Any) Excludes - then type in some or all product SKU name/number.
Destination	Filters by Ship To address destination: All Domestic International
Quantity	Filters by the number of line items: 1 2 3 4 5 6 7 >7 >50
Status	Filter by order status: Awaiting Payment Awaiting Fulfillment Awaiting Shipment Partially Shipped
Age	Filter by order age: Age ≤ 1 hour ≤ 12 hours ≤ 24 hours 24-48 hours ≥ 48 hours
Zone	Filter by USPS Domestic shipping zones	Learn more about USPS shipping zones
Date Range	Filters by date range
State	Filters by the 50 US States and Territories. Enter the first few letters of the state or territory and then select from the list.
Country	Filter orders by the destination country, a single country, or multiple countries. By default, a scrollable list of all available countries is shown that shortens as the user starts to type.
Address Type	Filters by the Ship-To address classification and/or status: International Military US Territory PO Box Residential Commercial Invalid Address Invalid Accepted Address
Weight	Filter by order weight: All < 1lb 1lb- 3lb ≥ 3lb ≥ 5lb ≥ 10 lb
Stock Allocation	Filter by the allocation of stock: All Allocated Unallocated	Only visible if Inventory Management has been enabled.
Product Category	Filters by product categories assigned to products. Select from: Includes Only Has (Any) Excludes Then enter the first few letters of a product category and select from the list. Up to 350 product categories can be displayed on the ORDERS page.
Product Tags	Filters by product tags assigned to products. Select from: Includes Only Has Excludes Then enter the first few letters of a product tag and select from the list.	Learn more about Product Tags
Custom Fields	Filters by custom fields added in ShippingEasy. Enter the first few letters of custom field data and select from the list.	Learn more about Custom Fields
Recipient	Filters by Ship To recipients: All Duplicates
Rate Quote	FIlters by orders that received a successful rate quote: All With a rate quote
Prime	Filters by Amazon Prime orders.	[Learn more about enabling Prime] Amazon prim faq
Category	Filters by order categories: Green Navy Pink Yellow Uncategorized	Learn more about order categories.
Packing Slip	Filters by the status of printed packing slips: All Printed Not Printed
Notes	Filters by order notes: Customer Gift Internal	Learn more about adding notes to orders.
Assigned user	Filters by assigned user: Automatically assigned using Shipping Rules. Manually assigned from the More button.
Sales Channel	Filters by original sales channel

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Note

Filtering Unshipped Orders

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Filter Orders Examples

Note

Filter Options on ORDERS page

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