Data filtering is required in a wide range of strategies or solutions. Filtering means that data can be set in a way to display most relevant information for a user without including other data that can be repetitive, irrelevant or even sensitive. Different types of data filters can be used to amend Open Orders View to take out information that is useless or information that can be confusing. There can be several different views at the same time to present a different type of information.
To create new view Select Order Book > Open Order > Click the '+' symbol in line with the tabs at the top of the Open Order grid.
Enter the name for new view > click Accept.
Most common filtering practices
General Info column:
A source is where the order has come from. This allows you to filter orders for specific channels and subsequently their subsource.
Flags are the position of the order along its cycle of being processed.
Example: Invoice Printed, it may be useful to show only orders that have had their invoice printed so they can then have their labels printed.
Shipping information column:
Shipping service groupings are used to group orders based on their service provider - Vendor and then the Service itself.
If an order does not have a shipping service, it will appear in None.
Geography is the country and sub location the order has come from. This may be useful when processing international orders.
Example: UK orders to be processed first, it is possible to create a separate view for UK orders only will allow processing those first as a priority.
Stock Items groupings allow filtering by category and subsequently the item itself. Stock Level groupings are useful indicators of stock availability.
Example: If you do not have any inventory to fulfil orders you can show only orders with items in stock. Orders, where stock level for items has reached 0, will have a no entry symbol:
With filters it is possible to exclude such orders from the view to avoid processing it by mistake:
Folders are custom groupings where you can place orders into them, useful for the organising.
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