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How to manage, filter and archive orders
Posted by Pat Strassen, Last modified by Zoe Strassen on 13 August 2018 02:37 PM

The following guide provides details on how to filter, manage and archive orders within One Stop Order Processing. 


This feature is available in the Professional, Premium and Enterprise subscriptions of One Stop Order Processing.

Order Filtering

There are 3 ways you can filter orders in One Stop Order Processing.

1. Under the 'Order Selection' area on the main One Stop Order Processing page, you will see four fields that you can choose to filter on. These consist of Status, Highlight Colour, Dispatch Date and Shop Type. By clicking on the drop-down menu next to these filters, you will be able to select a different field for each one.

For example, you can filter the status of the orders to only see ones that are 'Not shipped' so you know the ones shown are ones to be processed and shipped. Once you have selected a filter to use, you will need to select the red refresh button at the top to apply it.


2. By using the Advance Filtering - You can filter on any of the displayed fields in the view. If you want to filter on a certain field if you add it to the view and it will be selectable from the Advanced filters. 

 

3. Stored custom filters (Standard Plus version). You can add any filter, including adding your own SQL.

OSOP Filtering by Status

How to manage old orders

You can store up to 500,000 orders in one site. What most people do is only show unshipped orders. Then they process those orders and when complete, mark them as shipped.

Filter via Highlight colour -

You could also have orders highlight to a specific colour when certain criteria is met. You could then filter to this colour to only see a selected number of orders. Click here for more information on highlighting orders.

Filtering on a custom field-

You can also add custom fields where you can define your own values to filter on. People generally keep a month's or year's orders for customer support. Once not needed these can be archived to a different site. If the older orders are needed you can quickly change to an archived site to see the older orders.

Archiving Orders-

One Stop Order Processing provides you with the ability to archive old orders or orders that are not needed. Archiving orders allows you to archive them to a different site allowing the site you use for processing orders and to perform tasks to have a smaller database allowing One Stop Order Processing to run at a more efficient pace. Yet, as these orders are achieved to a new site you are still able to access them if needed. 
For information on how to archive orders, click here.




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