Menu

What are Filters?

Avatar

ShipWorks Content Team

Updated

What are Filters?

Filters provide ways to organize orders and streamline ShipWorks to help direct your workflow. Filters are used by ShipWorks to find and display orders that meet criteria that you decide upon. You can have any number of filters available for use at any given time. Filters do not actually contain any orders. They are just specific displays or views of the orders in your database. Each filter is configured with rules that determine what is visible. Anytime an order meets the rules of a filter, you can see the order in that filter. This means that one order could meet the criteria for more than one filter. Imagine that you had two filters: one dedicated to all orders with an item called “red shirt," and another separate filter for orders shipped to zip code “63102”. If someone ordered a red shirt shipped to 63102, the order would appear in both filters.

Filters are also the backbone of automated shipping rules and printing, so you'll also read about filters when you learn how to create shipping rules for printing.

Folders vs. Filters

While Filters are used by ShipWorks to find and display orders that meet criteria that you decide upon, Folders perform separate and important functions:

  1. Organzie Filters: Group similar Filters into Folders so that they are easier to locate. For example, you may have several Filters that group orders according to where they are being shipped. By organizing all of these Filters into a 'Destination' Folder you can quickly locate any of your filters.

  2. Simplify the Filters Pane: Folders can be expanded and collapsed so that the filters inside the Folder are visible or hidden. This helps to keep the focus on only the Filters you need to view at any given time.

  3. Pass conditions to the Filters in the Folder: Conditions can be added to Folders, similar to the way they are added to Filters. The difference is that when a condition is added to a Folder, the condition is automatically passed to all of the Filters contained within the Folder.

    Add a condition to a Folder when you have multiple Filters that all share the same condition. Placing the Filters into the Folder automatically ensures that all of the Filters will inherit the condition from the Folder. You only have to add the condition one time, to the Folder, instead of to each individual Filter.

Check out our Introduction to Filters article for a more in depth explanation of how to use Filters and Folders.

What Filters are Available? As of version 4.2, released in August 2015, ShipWorks will automatically create the most commonly used filters for you after you add in your stores. You can also configure any custom filter you might need. The default filters are:

  • Orders by destination

    • All U.S.

    • US Residential

    • US Commercial

    • US PO Box

    • US Military

    • US Territories

    • International.

  • Orders by age

    • today

    • last 7 days

    • last 30 days

    • last 90 days

  • Orders by store-specific statuses

    • will vary depending on the store platform and statuses configured on the store

  • Customers who've spent over $100

  • Customers who have placed more than one order

How do I Create Custom Filters?

Check out our Introduction to Filters help article for some filter examples and step by step instructions. Once you learn how to create one basic filter, it is relatively easy to create new ones.

Still Need Help?

Please feel free to reach out to one of our awesome Technical Support Representatives in St. Louis.  We are happy to help.

    Attachments

Have a comment to share about this article? We'd love to hear from you. You must be logged in to your Support Portal account to leave a comment.

Comments

0 comments