On the Orders page of the admin panel, you can search and browse orders using the keyword search and filtering tools. You can also save order searches so that you can easily find orders that meet the same conditions again.

Using search and filter tools

The search and filtering tools on the Orderspage allow you to search for words appearing in order details and to set filtering criteria. These tools can be used both individually and in combinations:
  • plain text search
  • one or more filter criteria
  • word search and one or more filter criteria.

The word search and filter criteria you specified will be remembered and will appear as buttons above the order list. You can disable them by pressing the cross icon on the button.

Word search and filter conditions will reset to their initial state if you select the Orders page from the admin panel's navigation.

However, you can also leave the Orders page, as long as you return using the browser's (or order page's) back function. This way, the word search and filter criteria you specified will remain in effect.

Using the word search

The search field and its targeting settings are located in the upper right corner of the Orders page. When you perform a word search, the order list only shows orders whose information contains the keyword you entered.

  1. First, select from the word search drop-down menu which order information you want to target the search to.
    Word search can be targeted to the following order information:
    • orderer information (including order number)
    • orderer address
    • country of delivery
    • product name
    • product code
    • payment transaction reference number
    • additional order details (including order comments)
    • shipment tracking codes.
  2. Type the search term in the text field and press the magnifying glass icon.

    You can use any letter or number sequence or part of it as a search term.

    The order list updates and only shows orders that match the word search.

You can refine the search results by specifying additional filter criteria.

Filtering orders

With the filtering tools, you can set conditions to limit the content of the order list displayed on the Orders page. Order filter criteria can be based on the following attributes:
  • time interval (when the order was created)
  • order status
  • stock availability in the selected warehouse (if there are more orders for a product than are in stock, the list only shows the orders for which the product is sufficient)
  • payment status
  • payment method (or information that no payment method has been selected)
  • delivery method (or information that no delivery method has been selected)
  • version
  • downloadable products (does the order include downloadable products)
  • processing list (is the order included on an processing list)
  • archiving status
  • order source (online store or checkout; this requires that MyCashflow POS is in use).

Here's how to set a filter condition:

  1. Press the Filter orders button above the order list.
    The filter toolbar opens on the right side of the page.

    In addition to the filtering tools, the toolbar includes the same word search tools as on the Orders page itself. Within the toolbar, you can also create and use saved searches.

  2. Select the feature from the toolbar that you want the filter condition to be based on, and set its value using the tools in the menu.

    The order list hides all orders that do not match the filter criteria you specified.

You can set multiple filter criteria to narrow down the order list even further.

If you want to remove a filter criterion you have set, use the Clear function for that feature. You can reset all active search settings using the Clear function in the upper right corner of the toolbar, which also closes the toolbar.

Once you have set the filter criteria, close the toolbar by clicking the cross on its left side. In this case, the filters you set will remain in effect.

Saving order searches

You can save the order search to easily find orders that meet the same criteria again.

First, create a search query by setting filter criteria and ensure that the search finds the correct orders. In addition to the filter criteria, you can use word search.

  1. After drafting the order search, open the filter toolbar section Saved searches.
  2. Write in the text field a name that describes the content of the order search you created (e.g. Week 35 DHL shipments).

    Based on the name, you will find the order search from the list of saved searches.

  3. Press the Save this search button.

The order search you created is now visible under the Saved searches section of the toolbar.

To use a saved search, open the toolbar with the Orders page Filter orders button, select the Saved searches section of the toolbar, and activate the desired search by pressing its name.

Saved order searches are also used when selecting orders for order reports and for CSV export.

If you want to delete a saved search, use its Delete function. The search will be removed immediately, and the removal cannot be undone.

Setting an order search as the default view

By default, the Orders page lists open orders (which are in process but not on a processing list). However, you can change the default view to the saved order search you want:

  1. Click the Filter orders button above the order list.
  2. In the filter toolbar, select the order search you want under Saved searches, and use the Set as my default view function.

Once you have set an order search as the default view, you see its listing every time you select Orders from the admin panel's navigation menu.

You can cancel the default view you set by using the saved order search's Clear my default view function. This does not remove the search in question from the saved order searches, but it stops using it as the default view.

The default view is also canceled if you set another saved order search as the new default view.