Order Page: Sort Orders Using Filters

The filter bar on your Orders page lets you narrow down your order list to find exactly what you’re looking for. You can use Quick Views for common searches or build your own custom filters across nine categories.

Getting Started

The filter bar sits at the top of your Orders page, right next to the customer search bar.

1. Navigate to your Orders page.
2. Click “+ Add Filter” to open the filter panel.
3. Choose from the filter categories on the left side bar that you'd like to create a filter  
4. Select or enter your filter criteria.
5. Click Apply to filter your orders.

Your active filters appear as teal badges above the order list. Click the X on any badge to remove that filter, or click Reset to clear all filters at once.

Quick Views

Quick Views are preset filters for common tasks. Click “+ Add Filter,” select Quick Views from the sidebar, then click any option to apply it instantly.

Filter Categories

Click “+ Add Filter” to open the filter panel. Choose a category from the left sidebar to see available filter options.

📅 Dates

The dates filter gives a variety of options to search for orders based on dates.  Here you'll find the:

• Submitted Date
• Production Date
• Scheduled Ship Date
• Shipped Date
• Fulfilled Date
• Payment Due Date
• Paid Date.   

✉️ Email

• Invoice Sent — Yes or No. Filter to orders that have (or haven’t) been sent an invoice email.

Note: This filter only applies to orders created after email tracking was enabled on your account. Older orders won’t appear in the “No” results.

💳 Payment

• Payment Status — Filter by where orders stand in the payment process.
• Default Payment Method — Filter by the customer’s default payment method (e.g., credit card, ACH debit, check, EFT/wire transfer).

🔄 Accounting Sync

• Synced to accounting? — Yes or No. Check whether orders have synced to your connected accounting platform.
• Order Sync Status? — Accounting sync statuses, Mappable, Syncable, Synced, Failed, Queued

📋 Order Basics

• Order Number — Search for a specific order by number.
• Purchase Order Number (PO) — Search by a PO on an order
• Product — choose from your products to find orders with certain products on them

👥 Customer

• Customer Type — Wholesale or Retail.
• Customer Group — Filter by customer group (uses a searchable dropdown).

🛒 Order Source

• Order Entry Source - Filter by how the order was created: Manual entry (sales), wholesale portal, Imported and Recurring order
• Commerce Connection - select from your commerce connections
• Created by User - select by the users on your account to view orders create by that user
• Created by Contact - Select from the customers contacts to see what orders were created by that contact.

⚙️ Operations

Filter by auto-plan status of yes or no as well as a specific auto plan

🚚 Delivery

• Delivery method
• Shipped status - Yes /No
• Missing Shipping Charges - quickly know what orders need shipping charges added on
• Orders Synced to Shipstation

Filters Work Within Tabs

Filters apply within whichever tab you’re currently viewing (Pending, Ready, Scheduled, Shipped, etc.). Switching tabs keeps your active filters but shows only orders in that tab’s status.

Bookmarking Filtered Views

Your filters are saved in the page URL. If you have a common combination of filters you like to use, you you can bookmark the URL or share it with a teammate to load the same filtered view.

Common Workflows

Batch-send invoice emails

1. Go to the Shipped tab on your Orders page.
2. Click “+ Add Filter” → Quick Views → Invoice Email Not Sent.
3. Select the orders you want to invoice (or use Select All).
4. Click Batch Actions → Email Invoice.
5. The Invoice Sent column updates with a checkmark for each emailed order.

Find orders not synced to accounting

1. Click “+ Add Filter” → Quick Views → Order Not Synced to Accounting.
2. Review the orders that appear and take action (re-sync, check for errors, etc.).

Troubleshooting

My filter returns no results. Check the Tab you're viewing.  Click on different tabs to see results.  Double-check that the combination of filters and the current tab aren’t too narrow. Try removing one filter at a time to see which one is excluding all results.   

The “Invoice Sent: No” filter doesn’t show older orders. Invoice email tracking started after a certain date on your account. Orders created before tracking was enabled aren’t included in this filter.