Filter Unshipped Orders
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:
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Batch shipments
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Assign an order category
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Tag orders
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Print pick lists or packing slips
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Combine multiple orders
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Edit order weights
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Clear orders
Follow these steps to filter orders on the ORDERS page.
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Go to the ORDERS page from anywhere in the ShippingEasy app.
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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.
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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:
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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.
Some useful ways to filter your orders can be by address, sales channel, or multiple orders.
Filter by Valid or Invalid Address:
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Expand the Address Type filter from the left sidebar menu and check the Invalid Addresses option.
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Click the red triangle on the order to Fix the address or click use anyway to use the address as is.
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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 Sales Channel:
Filter by duplicate recipients:
Filters |
Description |
Learn More |
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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:
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Destination |
Filters by Ship To address destination:
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Quantity |
Filters by the number of line items:
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Status |
Filter by order status:
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Age |
Filter by order age:
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Zone |
Filter by USPS Domestic shipping zones |
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Date Range |
Filters by date range |
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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. |
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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. |
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Address Type |
Filters by the Ship-To address classification and/or status:
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Weight |
Filter by order weight:
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Stock Allocation |
Filter by the allocation of stock:
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Only visible if Inventory Management has been enabled. |
Product Category |
Filters by product categories assigned to products. Select from:
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. |
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Product Tags |
Filters by product tags assigned to products. Select from:
Then enter the first few letters of a product tag and select from the list. |
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Custom Fields |
Filters by custom fields added in ShippingEasy. Enter the first few letters of custom field data and select from the list. |
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Recipient |
Filters by Ship To recipients:
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Rate Quote |
FIlters by orders that received a successful rate quote:
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Prime |
Filters by Amazon Prime orders. |
[Learn more about enabling Prime] Amazon prim faq |
Category |
Filters by order categories:
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Packing Slip |
Filters by the status of printed packing slips:
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Notes |
Filters by order notes:
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Assigned user |
Filters by assigned user:
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Sales Channel |
Filters by original sales channel |
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