Whenever you have to deal with large-volume data, it makes sense to bring structure to it using various criteria. Orderry offers filters for you to achieve this.
To set a new filter at the “Orders” page, click on the “Filter” button next to the new order button.
Set the filter parameters in a newly opened field. There are 9 parameters you can adjust. Let’s consider them in detail.
Status — select either a single or multiple statuses.
Order Type — select either a single or multiple order types.
Order Created — select a specific period of time. Please note that the selected period includes the order creation date.
Brand — filter among orders by the “Brand” system field. You can edit or add new items to this list at the “Settings > Directories > Assets” page.
Model — filter among orders by Asset model. You can edit or add new items to this list at the “Settings > Directories > Assets” page.
Client — display all orders by the client. Another way to review all orders for a specific client is to go to the “Documents” tab in the client profile.
Important: the Asset Group, Brand, Model, and Client fields are also accessible in the search window mode. Type 3 or more characters to activate the search function.
Manager — show all the orders assigned to an employee specified as an order Manager in the “General info” tab.
Specialist — show all the orders assigned to an employee specified as an order Assigned Specialist in the “General info” tab.
Select one or multiple parameters and click the “Apply” button to activate the filer. To disable all the filters, click on the “X Reset Settings” button.
Create a new filter
Using the nine filter parameters enabled in the system, you can create over 100 various combinations. Save any combination for easy access in the future. Select a combination and follow these steps:
1. Click on the “Create Filter” button.
2. Specify the filter name.
3. Check the “Global filter” checkbox to enable shared access to the filter (the system will display it to all other employees) or leave it unchecked to keep it private.
4. Click the “Save” button.
You can switch on and off your saved filters whether the panel is opened or closed.
Users who work with several filters that differ only in a couple of parameters will benefit from the following procedure. Create the first filter, activate it, and click the “Create Filter” button. The system creates a twin filter where you can edit the parameters as you need and click the “Save” button.
Edit a filter
Follow these steps to edit a filter:
1. Click the “Filter” button to open the filter edit field.
2. Click on the name of the saved filter you want to edit.
3. Adjust the filter’s parameters.
4. Click the “Save filter” button.
Important: you cannot edit the name or location of the filter. Be careful when you creating new filters😉