How to filter orders in ShipStation using the filter bar or store settings.
Filters allow you to view orders that match only your selected criteria, like Destination, Tag, Store, and many others. Combine filters for a powerful way to quickly view priority orders or orders that need special attention.
There are two methods for using filters in ShipStation. In method one you'll apply filters directly in the Orders grid. In method two you'll build and save a collection of filters you can then access in the Orders grid or use with automation rules.
Figure 1. ShipStation Filter Bar
The Filter bar along the top of the Orders tab (under the Actions buttons).
To apply a filter:
Select a filter from the filter drop-down menu.
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Select the criteria by which you wish to filter.
The example below uses Destination :: International
Note
Each criterion must be met for the filter to show the order. Because of this, we recommend you keep the number of criteria low as you add them. The lower the number of criteria to be met, the more likely you will filter usable results.
You can save this filtered view in two ways: Saved Filters or Saved Views.
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Click + Create a Filter.
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Select your criteria and set their values.
Click Save Changes when finished.
The filters you save in this method will appear under the Saved Filters menu in the Orders tab and are available to all users on the account.
Saved Views are a saved collection of filters, columns, and column sequences. You can use saved views to more quickly manage your orders in ShipStation.
If you find you frequently filter by the same criteria, save your filters to access them more quickly. If you find you frequently adjust the sequence of your order grid columns or combine multiple filters, consider creating a saved view.
Save up to 5 Custom Views
ShipStation allows you to save up to five views. These views are available to all users on your account.
If you'd like the option to save more custom views, try ShipStation V3! Contact your account manager or ShipStation support to have V3 enabled for your account.
Follow the steps below to create a saved view with a filter, a customized column format, and sort order.
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Select the filter(s) you want from the filter drop-down menus.
Or, choose a saved filter from the Saved Filters menu.
ShipStation will indicate your selected filters in the filter bar.
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Click Views in the left-hand sidebar and then choose + Save Current View.
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Name your view and click the green checkmark to save it.
You can then set this as your user's default view, rename it, or duplicate it by clicking on the View Settings icon (blue gear) next to the name of the saved view. Different users can set different views as their default.
To switch between views, simply click the view you'd like to see.
Any active filters will be highlighted in the filters bar. You can then adjust your sort order and column sequence as needed and this will automatically be saved in the view for your user.
You may find you need to edit your saved filter criteria. You can do so without affecting the saved view by doing the following:
If you'd like to edit a saved filter, do the following:
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Locate the filter you want to edit and click Edit.
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Select the criteria and settings you would like to edit.
Click Save Changes.
To delete a filter, click Delete in the Automation > Order Filters menu.
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