How to filter your shipments or orders & save it on TrackingMore Shopify App?
TrackingMore updated a new version of shipments/orders filter interface on TrackingMore Orders page on May 30th, which is more user-friendly, simpler, more attractive, and easier to use.
(columns: tracking number, order, carrier, status, latest event, created date, ordered date, transit time, shipped date, customer name, customer email, origin, destination, note)
Go to TrackingMore App>Orders page>shipments
Drag the bottom scroll bar, and a setting button will appear at the far right of the corresponding tracking number row--->Click on it and select the filtering condition you want: order, carrier, status, latest event, created date, ordered date, transit time, shipped date, customer name, customer email, origin, destination, note.
Save
(note: The tracking number is displayed by default and cannot be set to hide)
You can adjust the order of the filtering conditions to be displayed on the shipments section by dragging the six dot buttons.
(note: The tracking number is placed in the first column by default and cannot be adjusted)
Go to TrackingMore App>Orders page>shipments
Click "save & filter" icon--->search one tracking number or order number or email on the search box
Name & save the single filter: click Save as & Name it(up to 40 digits)--->Save
Then you can view it at the top line, rename it (rename view), create a copy (duplicate view) & delete it (delete view)
If the new created views are more than 3, the others will show in "more views", & you can click it to see all views, rename it, duplicate it & delete it.
Filter by shipment status (no need to name & save the filter)
More filters (create date, order date, status, carrier, origin, destination, last update date, transit time, notes)
Click "search & filter" icon--->click "add filter--->select one or more filter conditions from the above 9 conditions one by one
Name & save it: click "save as"---> name the filter condition---> save
Then you can view it at the top line, rename it (rename view), create a copy (duplicate view) & delete it (delete view)
If the new created views are more than 3, the others will show in "more views", & you can click it to see all views, rename it, duplicate it & delete it.
e.g. filter by create date: last 90 days, order date: last 90 days: filter one condtion first, then click add filter icon "+" to add another filter condition
Go to TrackingMore App>Orders page>shipments>switch to "orders" page
Single search & filter
Click "search & filter" icon--->search by order nnumber or customer's email
Save
Go to TrackingMore App>Orders page>shipments>switch to "orders" page
Filter by order date, status or both
Click "search & filter" icon--->click add filter icon "+"--->
Save
1. For Shipments section:
1) Filter columns to be displayed
(columns: tracking number, order, carrier, status, latest event, created date, ordered date, transit time, shipped date, customer name, customer email, origin, destination, note)
Go to TrackingMore App>Orders page>shipments
Drag the bottom scroll bar, and a setting button will appear at the far right of the corresponding tracking number row--->Click on it and select the filtering condition you want: order, carrier, status, latest event, created date, ordered date, transit time, shipped date, customer name, customer email, origin, destination, note.
Save
(note: The tracking number is displayed by default and cannot be set to hide)
You can adjust the order of the filtering conditions to be displayed on the shipments section by dragging the six dot buttons.
(note: The tracking number is placed in the first column by default and cannot be adjusted)
2) Filter & save
a. Single search, filter & save
Go to TrackingMore App>Orders page>shipments
Click "save & filter" icon--->search one tracking number or order number or email on the search box
Name & save the single filter: click Save as & Name it(up to 40 digits)--->Save
Then you can view it at the top line, rename it (rename view), create a copy (duplicate view) & delete it (delete view)
If the new created views are more than 3, the others will show in "more views", & you can click it to see all views, rename it, duplicate it & delete it.
b. Other filters & save
Filter by shipment status (no need to name & save the filter)
More filters (create date, order date, status, carrier, origin, destination, last update date, transit time, notes)
Click "search & filter" icon--->click "add filter--->select one or more filter conditions from the above 9 conditions one by one
Name & save it: click "save as"---> name the filter condition---> save
Then you can view it at the top line, rename it (rename view), create a copy (duplicate view) & delete it (delete view)
If the new created views are more than 3, the others will show in "more views", & you can click it to see all views, rename it, duplicate it & delete it.
e.g. filter by create date: last 90 days, order date: last 90 days: filter one condtion first, then click add filter icon "+" to add another filter condition
2. For Orders section:
1) Single search & filter
Go to TrackingMore App>Orders page>shipments>switch to "orders" page
Single search & filter
Click "search & filter" icon--->search by order nnumber or customer's email
Save
2) Filters by order date or status or both
Go to TrackingMore App>Orders page>shipments>switch to "orders" page
Filter by order date, status or both
Click "search & filter" icon--->click add filter icon "+"--->
Save
Updated on: 31/05/2023
Thank you!