It may be helpful to have your orders sorted automatically by how they are to be shipped to your customer. This may be useful when you offer upgraded shipping services to your customers (such as expedited shipping) and you need to identify which orders need to be expedited. Perhaps you ship certain products by specific carriers and services and you need to sort the orders by which service should be used to ship the orders.
In this article:
You will learn how to create a basic filter that contains just a couple of conditions.
Identify orders that have not been shipped.
Identify orders that have a specific Requested Shipping service associated to them.
This article assumes that:
You have connected at least one store or marketplace to ShipWorks.
You have downloaded orders into ShipWorks.
For this article we will be using orders and statuses specific to our instance of ShipWorks. When creating your filter, please be sure to use the statuses assigned to your orders in your instance of ShipWorks.
Click Create a Filter on the Quick Start screen. (Not on the Quick Start screen? Click the Home tab and then on the Quick Start button.)
Did you know that you can launch the Add Filter Wizard from the main ShipWorks ribbon? You can. Click on the Manage tab and then on the Filters button. Next, click the New Filter button.
Name the filter by entering a name into the Filter Name: field.
In this article we will be creating a Filter to identify orders that are to be shipped by USPS First Class. So, we are naming our filter USPS First Class. Name your filter so that you can identify what shipping method it will identify.
Select the folder in which you would like your Filter to reside. Then, click Next . (For our example the Filter is for orders associated to our Winnie's Wonders store. So, we are selecting this folder.)
Local Status is Not Shipped
First, we will specify that we only wish to see orders that have not been shipped. We will do this by setting a condition to look for orders that have a Local Status of Not Shipped.
Click on the Add Condition button. A new condition will be added to the Filter.
Click on Order Total and select Order > Local Status.
Leave Equals as-is. Click the drop-down menu and select Not Shipped.
(When orders are first downloaded into ShipWorks they are automatically assigned a status of Not Shipped. Once a label has been created for the order, the status automatically changes to Shipped. Therefore, orders will automatically be removed from the filter when shipped.)
REQUESTED SHIPPING EQUALS USPS FIRST CLASS [or your shipping method]
Click on the Add Condition button again. A second condition will be added to the Filter.
Click on Order Total in the second condition and select Order > Requested Shipping.
Leave Equals as-is. Enter the Requested Shipping method associated to your orders, being sure to enter it exactly as it is shown in ShipWorks.
(For our example we are entering USPS First Class because this is how it is displayed in our instance of ShipWorks. If you are Filtering for orders with a Requested Shipping service of UPS Ground, for example, enter UPS Ground, and so on.)
Your Filter should now look like the screenshot below.
Above, we left the condition set to Equals. This means that only orders with a requested shipping that exactly matches USPS First Class will be located. In our example, the orders in our instance of ShipWorks all match. Notice the two highlighted orders in the screenshot.
But what happens if some orders have USPS First Class and some First Class Mail? Maybe different sales channels download the Requested Shipping information differently.
One answer is to change Equals to Contains and enter First Class into the field. Now, ShipWorks will locate any orders that have a Requested Shipping that 'contains' the two words First Class.
Click the Next button. Then, click Finish to save your Filter.
Your new Filter will be displayed in the Filters Panel and will indicate the number of orders it has identified with a number in parentheses. When the filter is selected, the Orders Grid is updated and displays the orders identified by the Filter.
Did you notice the line If All of the following conditions are met when creating the Filter in the previous steps? Did you know that you could have changed All to Any or to None? You could have, but what does that do?
Let's use the Filter we just created as an example:
If ALL of the following conditions are met: The orders to be included in the filter must have a Local Status of Not Shipped AND must have a Requested Shipping of USPS First Class.
If ANY of the following conditions are met: The orders to be included in the Filter can have either a Local Status of Not Shipped OR a Requested Shipping of USPS First Class.
If NONE of the following conditions are met: The orders to be included in the Filter cannot have a Local Status of Not shipped OR a Requested Shipping of USPS First Class.
All, Any, and None adds some complex logic so that you can really drill-down on the orders you need to filter.
Chances are that you ship with more than one carrier and/or service and need to create Filters for each Requested Shipping service. Now that you have created one Filter to identify a specific Requested Shipping you can copy that Filter and edit it so that you don't have to start from scratch for each Filter. Here's how:
From the main ShipWorks screen, click on the Manage tab and then on the Filters button.
Select the Filter you just created and click the Copy button.
Select the folder in which the new copy should reside and click OK.
Select the copy and click the Edit button.
Modify the filter so that it includes the Requested Shipping service you wish it to identify. Click OK.
If you would like to take more of a deep dive into Filters and how they can be used, please take a look at our Filters Guide. It covers more details about the logic used when creating Filters, how to organize Filters, has examples of additional Filters you can create and much more.
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.
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