Searching for orders

The order search allows you to list all orders or to find specific orders. When you open the menu, a search is automatically carried out, displaying a list of all orders in the overview.

1. Searching for orders

Use one of the following methods to refine your search or find specific orders.

Searching for orders:

  1. Go to Orders » Orders.

    1. Option 1: The system automatically performs a search and displays the results.

    2. Option 2: Enter a number or keyword into the search field and select one of the automatic suggestions to view matching results.

    3. Option 3: Click on tune to narrow down the search results using filters.

Searching for deleted orders

Click on delete Deleted orders to open the order overview for deleted orders. Some of the search filters from the regular order overview are also available here.

2. Selecting filters

In the editing mode () of the order overview, the filters are displayed in the columns Available filters and Displayed filters under Settings » Filter settings. Decide for yourself which filters should be visible in the order search.

Adjusting the layout of filters

With the setting Filter arrangement in the editing mode, you decide about the number of filter columns to be shown in the search.

Table 1. Available and displayed filters in the order search
Setting Explanation

Available filters

The available filters are displayed in the left column.
Note: The filters are subdivided into the groups Basic, Date, Status, Item, Contact and Marketplace. Expand the respective group to view and select individual filters.

Displayed filters

The selected filters are displayed in the right column. These filters are visible in the order search.

Selecting filters to be displayed:

  1. Go to Orders » Orders.

  2. Click on Edit view () at the top right.
    → The editing mode opens.

  3. At the top right of the main window, click on Edit (mode).
    → In the order overview’s Settings section to the right, the filter settings including the columns Available filters and Displayed filters are visible.

  4. Click on Add filter (add) to add filters from the Available filters column to the Displayed filters column. Alternatively, drag-and-drop the filters that should be displayed from the Available filters section to the Displayed filters section.
    Tip: Drag the filters in the Displayed filters column to the desired position to adjust the order in which the filters are displayed.

  5. Save (save) the settings.
    → The selected filters are displayed in the order overview.
    Tip: Click on Remove filter (delete) in the filter settings to remove filters that you don’t need.

Removing filters from the order overview

If you have already selected filters and want to remove a filter from the order overview, remove the chip of the filter by clicking on the x.

Table 2. Available filters in the order search
Setting Explanation

Basic

Order ID

Enter one or more order IDs to search for orders with this ID. Note that in case you enter several IDs, they need to be separated with a comma.

External order number

Enter an external order number to search for orders with this external order number.

Tag

Select a tag from the drop-down list to search for orders with this tag. It is possible to select multiple tags.

Warehouse

Select a warehouse from the drop-down list to search for orders from this warehouse. It is possible to select multiple warehouses.

Owner

Select an owner from the drop-down list to search for orders assigned to this owner.

Client (store)

Select the client (store) to search for orders assigned to this client.

Order type

Select one or more order types from the drop-down list to search for orders of this type.

Document number

Enter a document number to search for orders including this document number.

Document type

Select a document type from the drop-down list to search for orders including this document type.
The following document types are available:

  • descriptionPick-up delivery

  • description Settlement report

  • description Offer

  • description Order confirmation

  • description EBICS hash

  • description External credit note

  • description External invoice

  • description Entry certificate

  • description Credit note

  • description Cash journal

  • description Till count

  • description Adjustment form

  • description Delivery note

  • description Dunning letter

  • description Reversal dunning letter

  • description Receipt

  • description POS invoice

  • description POS invoice cancellation

  • description POS coupon receipt

  • description Pro forma invoice

  • description Invoice

  • description Repair slip

  • description Return slip

  • description Multi credit note

  • description Multi-invoice

  • description SEPA direct debit

  • description Cancellation

  • description Reversal credit note

  • description Reversal invoice

  • description Incoming items register

  • description Z report

Payment status

Select a payment status from the drop-down list to search for orders with this payment status. The following payment statuses are available:

  • Overpaid

  • Paid

  • Partly paid

  • Prepaid

  • Unpaid

Exclude main orders

Use the drop-down list to select if main orders should be included in the search results or not. For example, this affects the search for delivery orders. The following options are available:

  • empty option = ALL (All orders are included in the search results).

  • Yes = Main orders are not displayed in the search results.

  • No = Main orders are displayed in the search results.

Express shipping

Decide via the drop-down list if you want to search for orders who are delivered via express shipping. The following options are available:

  • empty option = ALL (All orders are included in the search results).

  • Yes = The order is delivered via express shipping.

  • No = The order was not delivered via express shipping.

Valid invoice

Decide via the drop-down list if you want to search for orders with a valid invoice. The following options are available:

  • empty option = ALL (All orders are included in the search results).

  • Yes = Only orders with valid invoices are included in the search results.

  • No = Only orders without valid invoices are included in the search results.

Payment method

Select one or more payment methods from the drop-down list to search for orders with this payment method.

Package number

Enter one or more order package numbers to search for orders with this package number.

Shipping method

Select one or more shipping methods from the drop-down list to search for orders with this shipping method.

Cancelled

Decide via the drop-down list if you want to search for cancelled or uncancelled orders. The following options are available:

  • empty option = ALL (All orders are included in the search results).

  • Yes = Only cancelled orders will be included in the search results.

  • No = Only orders that have not been cancelled are included in the search results.

Invoice total (system currency)

Enter the invoice total in the system currency to search for orders with this invoice total.

Sold coupon

Enter the coupon number of a sold coupon to search for orders with this coupon number.

Redeemed coupon

Enter the coupon number of a redeemed coupon to search for orders with this coupon number.

Has transfer storage locaction

Filter for orders for which either a transfer storage location is defined or not.

Date

Creation date

Enter a date or select a date from the calendar (today) to search for orders that were created on this date.

Order received

Enter a date or select a date from the calendar (today) to search for orders that were received on this date.

Outgoing items date

Enter a date or select a date from the calendar (today) to search for orders where the outgoing items were booked on this date.

Incoming payment

Enter a date or select a date from the calendar (today) to search for orders that were paid on this date.

Shipped on

Enter a date or select a date from the calendar (today) to search for orders that were shipped on this date.

Status

Order status

Select a status from the drop-down list to search for orders with this status.

Dunning level

Select a dunning level from the drop-down list. Four different dunning levels are available.

Last status change

Select a date for the last status change to search for orders whose status was last changed on this date. Note: This filter only applies to orders with a status change since August 2024.

Item

Variation no.

Enter a variation number to search for orders including variations with this number.
Tip: For this filter, a partial search is also possible. This means that you only need to enter the first characters of the variation number in order to search for it.

Item data

Enter item data to search for orders including items with this data. For example, this can be the item name.

Variation ID

Enter one or more order variation IDs to search for orders including this variation ID.

Item ID

Enter one or more item IDs to search for orders including this item ID.

Serial number

Enter a serial number to search for orders including items and variations with this serial number.

Manufacturer

Select one or multiple manufacturers to search for orders including items and variations from this manufacturer.

External item ID

Enter an external item ID to search for orders with this external item ID (e.g. eBay item number).

Contact

Contact data

Enter contact data to search for orders including this contact data. For example, this can be the contact name.

Invoice country

Select an invoice country from the drop-down list to search for orders with this invoice country.

Country of delivery

Select a country of delivery from the drop-down list to search for orders with this country of delivery. Note: Only active delivery countries are displayed.

Packstation

Select via the drop-down list if you want to search for orders that are delivered to a Packstation. The following options are available:

  • empty option = ALL (All orders are included in the search results).

  • Yes = Orders that include a Packstation in the shipping address are included in the search results.

  • No = Orders without a Packstation in the shipping address are included in the search results.

Customer class

Select a customer class from the drop-down list to search for orders with this customer class.

Customer sign

Enter a customer sign to search for orders with that customer sign.

Sales representative

Enter the ID of a sales representative to search for orders with this sales representative.

Address data

Enter address data, such as the name, street, city or company, to search for orders with this address data.

External delivery note number

Enter the external delivery note number to filter for orders with this delivery note number.

External source order ID

Enter the external source order ID in order to search for orders with this source order ID.

Marketplace

eBay Plus

Decide via the drop-down list if you want to search for eBay Plus orders. The following options are available:

  • empty option = ALL (All orders are included in the search results).

  • Yes = Only eBay Plus orders are included in the search results.

  • No = Only orders without eBay Plus are included in the search results.

Order referrer

Select one or more referrers from the drop-down list to search for orders with this referrer. The option 0 stands for manual entry.

Amazon

Select one or more Amazon order types from the drop-down list to search for orders with this Amazon order type.

eBay account

Select one or more eBay accounts from the drop-down list to search for orders from this eBay account.

2.1. Using operators

Operators allow you to determine the behaviour of filters in more detail and further limit the search results. Table 3 contains all available operators as well as explanations on their functions.

Operators for order filters
Table 3. Operators for filters
Operator Explanation

=

Is equal to
Only orders that correspond exactly to the filter are displayed.
Example: I am searching for orders with the ID 10.

IN

Is in
Only orders whose value correspond to the selected option are displayed.
Example: I am searching for orders with the Payment status Paid.

>=

Is greater than or equal
Only orders that match the filter exactly or whose value is greater than the filter value are displayed.
Example: I am searching for orders whose ID is 10 or greater.

Is less than or equal to
Only orders that match the filter exactly or whose value is lower than the filter value are displayed.
Example: I am searching for orders whose ID is 10 or lower.

[]

Is between
Only orders whose value is between two filter values are displayed.
Example: I am searching for orders that were received between 1st and 30 July 2022.

Exists
Only orders for which the selected value exists are displayed.
Example: I am searching for orders for which a Package number exists.

Contains
Only orders that contain the selected value are displayed.
Example: I am searching for orders that contain variations with the number 52.

3. Saving the current filter

When you start a search, your selected filters are displayed at the top as chips. You can save these filters to apply them again more quickly and easily in the future.

Saving the current filter:

  1. Start a search.

  2. Click on Saved filters (bookmarks).

  3. Click on bookmark_border Save current filter.

  4. Enter a name for the filter.

  5. Decide whether

    • this filter should be determined as the default filter (toggle_on)

    • this filter should be created for all users (toggle_on).

  6. Click on SAVE.
    → The filter now appears under Saved filters (bookmarks).

Determining the order of filters and removing filters

Use drag-and-drop to arrange the filters in a specific order by clicking on Move (drag_indicator). Click on delete to delete a filter.

4. Applying saved filters

Proceed as follows to apply an already saved filter for the search.

Applying saved filters:

  1. Click on Saved filters (bookmarks).

  2. Click on a filter that you have already created.
    → The search is started and the filter settings are displayed at the top as chips.

5. Setting a default filter

To make sure that you don’t have to select a filter that you use quite often from the list of your saved filters every time when opening the Orders » Orders menu, you can set a created filter as default filter. Every time you open the order UI, this filter will be automatically applied.

You can set a filter as default filter directly when creating it as described in Saving the current filter or you can set the filter as default in the overview afterwards.

Click in the line of the saved filter on star_border Set as default. If you want to set another filter as default filter, deactivate the currently selected default filter by clicking on star Do not use as default.