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Filtering of orders

Use order filtering to optimize your workflow and manage your orders effectively.

Jelena Hansen avatar
Written by Jelena Hansen
Updated over 2 months ago

By default, all orders are displayed in your order list. However, through the use of filtering, you can narrow down this list to show only the relevant orders.

Default views

In your order list, there are already 4 default views saved as tabs.

Default views

Explanation

Open

Orders that are unprocessed.

Processing

The picking process has started.

Unpaid

Orders that are partially or fully processed, but payment has not yet been collected.

Return

Return orders that have been initiated.

Setting up your own views/tabs

With Shipmondo's filtering tool, you have the opportunity to customize and adapt your views/tabs to fit your needs and workflow.

Available filters

Below is an overview of the available filters you can use. You can combine your filters precisely as it suits you.

View

Explanation

Extra columns

Rows per page

Filter

Explanation

Delivery addresses identified as possibly invalid.

Amount incl. VAT

The total amount of an order including VAT.

Assignment

Orders assigned to a specific person or department.

Orders with items from a specific bin location.

Fraud risk

Orders with a specified risk of fraud, e.g., low, medium, high.

Fulfillment status

Fulfillment status, e.g., partially fulfilled, unfulfilled, fulfilled.

Invoice status in relation to the transfer to the accounting system, e.g., validation error, partly transferred, created.

Item quantity

Number of items in the order, for example, is less than 2.

Note

Orders with any noted remarks.

The platform the order originates from, e.g., Shopify, WooCommerce.

Order status

Status of the order, e.g. on-hold, processing, packed.

Ordered at

The date when the order was created.

Payment method

How the customer paid for the order, e.g., Visa/Mastercard, PayPal, bank transfer.

Payment status

Payment status, e.g., authorized, paid, refunded.

Receiver country

The order's destination country.

Return status

Status for return orders, e.g., in progress, partially returned, returned.

SKU

Orders that contain a specific SKU number.

Shipping method

The customer's chosen delivery method, e.g., delivery to a service point.

Shop status

Order status on the webshop.

Source

Where the order originates from, e.g., API, POS.

Tags

Orders with a specific tag from the webshop (currently only supported for Shopify), e.g., remote warehouse.

Total weight

The total weight of the order.

Best practices: Get more out of filtering

Do you need inspiration on how to combine and use filters in practice?

In this video, Andreas shows you how to set up filters for filtering your orders based on delivery methods:

You can also watch Andreas demonstrate how to manage and filter by heavy and light orders:


Read our blog on filtering for examples and inspiration, and achieve a more efficient workflow in your daily routine.

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