In this blog post, we'll guide you through the process of managing filters within your website's admin area. Learn how to create and utilize predefined filters for both orders and customer lists, enhancing your ability to streamline processes and access specific information with ease.
Once in the admin area of your website, navigate to the Settings and Filters tabs to unlock powerful filtering options.
Under the Orders tab, you can tailor your search by sales channel and create filters based on various criteria. In the Status/Stock section, set order filters for different groups such as New, Processing, Completed, and Cancelled Orders. Craft a selection of orders for specific periods or exact dates. Refine your search by specifying phone or physical orders.
In the Delivery section, set order filters based on the country, state, or province. Further, in the Payment/Shipping methods section, categorize orders by payment and shipping methods, and by totals, allowing for granular control over your order management.
Navigate to the Customers tab to apply filters to customer lists. Similar to order filters, you can set the search by sales channel and filter customers using various parameters. Search by first name, last name, email, company name, phone number, or zip code.
Refine customer lists based on group (advanced or basic), address, company, registration period, status (active, not active, or all), and title. Choose to display guest, regular, or all customers according to your specific needs.
With these predefined filters, efficiently manage Order and Customer lists under the respective tabs, empowering you with targeted access to information.
Streamline your workflow and enhance the overall efficiency of your e-commerce platform. Happy filtering!