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Saving and editing your own filters (Orders)

Ilona Savolainen
Updated

By creating custom filters on Taitori's Orders page, you can streamline the order management process. These filters allow you to define specific criteria for displaying orders, making it easier to access the information you need quickly. Instead of manually adjusting filters every time, you can save your preferred filter settings for easy access in the future.

For example, you can save filters for "Today's Deliveries" to see all orders scheduled for the current day in the order of delivery. Similarly, you can save a filter for "New Orders" to view all recently placed and unprocessed orders made within the last 30 days.


Image 1. Two user-saved filters on Orders page.

 

Save own filter

To save your own filter, follow these steps:

  1. Go to the Orders page by clicking on the shopping cart icon.
  2. Open the filters by clicking on the funnel icon.
  3. Define the filter settings:
    • Shop: Choose the sales point for which the orders will be displayed.
    • Orderer: Select whether to display orders from all users or only your own.
    • Period: Choose the time frame for which orders will be displayed (e.g., "Today"). Tip! The option "+/- 30 days" applies to the selected order, for example, if the order date is chosen as the sort order, it will show all orders placed within +/- 30 days.
    • Order: Select the order in which the orders will be displayed on the list (e.g., by delivery time).
    • Showing: Choose how many orders will be shown per page.
    • Order Status: Select the status of the orders to be included in the list (e.g., new).
  4. Give your filter a name.
  5. Click on "Save the filter" to save your custom filter.
 

 

Tip! Create a filter for new unapproved orders (if approval is enabled at the sales point).

  1. Go to the Orders page by clicking on the shopping cart icon.
  2. Open the filters by clicking on the funnel icon.
  3. Define the filter settings:
    • Shop: Choose the sales point for which the orders will be displayed using the filter.
    • Orderer: Select "All orders."
    • Period: Choose "+/- 30 days." This will display all orders placed within +/- 30 days.
    • Order: Select "Ordering Date" or "Ordering Date (Newest First)."
    • Showing: Choose how many orders will be shown per page.
    • Order Status: Select only the "New" status.
  4. Give your filter a name (e.g., New Unapproved Orders).
  5. Click on "Save the filter" to save your custom filter.
     
     

 

Edit a Filter

  1. Go to the Orders page by clicking on the shopping cart icon.
  2. Click on the saved filter that you want to edit.
  3. Make the desired changes to the filter settings.
  4. Click on "Save the filter" to save the updated filter.

Delete a Filter

  1. Go to the Orders page by clicking on the shopping cart icon.
  2. Click on the saved filter that you want to delete.
  3. Click on "Remove the filter" to remove the filter.

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