To ensure that you can work quickly and efficiently in your daily life, we at Shipmondo have added the ability to filter on the overviews that you find, for example, under Orders and Booked.
You can combine your filters exactly as you want, and you can save the filter as a view on the overview, so you can easily and quickly access it.
When you save a view, it appears as a tab on the overview.
This article guides you through the following:
Create a new view
Editing an existing view (adding/removing filters)
Copying existing views
Sorting tabs
Create a new view
You can add a new view by clicking on the +.
Then you can add filters, so the view only contains orders that match the filter.
You can add as many filters as you want.
Read also about filtering options here:
Edit existing view
It is possible to edit an existing view, for example, if you want to add or remove a filter.
Example: Show all open orders where payment has been processed and that contain only one item per order.
1. Click on Customize and add the desired filtering.
Order status must be set to Open.
Click Add.
Payment status must be set to Authorized.
Click Add.
Item quantity must be set to “1”.
Click Add.
2. An asterisk (*) next to the tab indicates that the filtering has not been saved yet.
Save the view by clicking on the three dots next to the view and selecting Save.
Note! If you have made changes to a view that you do not wish to save or use, you can revert to the original state by clicking Undo changes.
Copy of existing views
If you want two similar views, you can make a copy of an existing view.
You can copy existing views, rename and then add or remove filters.
Click on the three dots next to a view and click on Duplicate.
If you want to give the copied view a new title, you can click on Rename and save.
Sorting of tabs
You can change the order of your views to suit your workflow.
You can change the order by dragging and dropping the tab you want to place elsewhere.
Set view as default
If you want a specific tab to be the active tab when you access the page, you can set it as Default.
Mobile view
If you use a terminal (e.g mobile or tablet) instead of a computer, the layout and user experience will be adapted to a mobile-friendly version.
This means that the elements will be larger and more manageable on a smaller screen, and the navigation will be adapted to be operated on a smaller device.
The functions are the same, but will look like this instead:
Get more out of your Shipmondo account
Do you need inspiration on how to combine and use filters in practice?
Read our blog on filtering for examples and inspiration, and achieve a more efficient workflow in your daily routine.