Managing Filters

This manual explains how to create and use predefined filters for orders and customers in your website’s admin area. Filters allow you to quickly search and organize records based on different criteria.

For a quick overview of this functionality, watch the video first.

For detailed instructions, please refer to the manual below.

1) Access Filters

1. Log in to your website’s Admin area.
2. Go to Settings → Filters.

2) Create Order Filters

1. Open the Orders tab.
2. Configure filters using the following sections:

Status/Stock

• Filter by order status: New, Processing, Completed, Cancelled.
• Filter orders for a specific period or by exact dates (use dropdowns).
• Select Phone and/or Physical orders.

Delivery

• Filter by Country, State, or Province.

Payment/Shipping Methods

• Filter by Payment method.
• Filter by Shipping method.
• Filter by Totals.

3) Create Customer Filters

1. Open the Customers tab.
2. Use search by sales channel.
3. Configure filters with the following options:

Search Options

• Search by First name, Last name, Email, Company name, Phone number, ZIP code.

Filter Options

• By Customer group: Advanced or Basic.
• By Address.
• By Company.
• By Registration date: specific period or exact dates.
• By Status: Active, Not active, All.
• By Title.

• By Type: Guest, Regular, or All customers.

4) Use Predefined Filters

To filter Orders: go to Orders/Customers → Orders.

To filter Customers: go to Orders/Customers → Customers.