As your list of current and past (i.e., finalized, canceled, deleted) stock orders grow, it is important to be able to find and access order information quickly. You can do this by searching for orders on the Stock Order Dashboard. When searching, you can use one of the two methods to search for and filter stock orders:
Quick search
Advanced search
Filter by product category
In this article, we will provide instructions on using quick search and advanced search to filter and find stock orders.
Quick Stock Orders Search:
If you are looking for current stock orders, use the quick search at the top of the Dashboard by going to Orders > Stock Orders > Dashboard to use this feature. The quick search allows you to search by vendor, order number, nickname, and other information (as shown below).
Advanced Stock Orders Search/Filter:
The advanced search feature allows you to include finalized, canceled, and deleted stock orders when searching. To use the advance stock order search, follow these instructions:
Go to Orders > Stock Orders > Dashboard > Advanced Filter.
Select one or more search filters:
Show Stock Orders (Note: Only Displays orders in the selected type(s)):
Show Finalized Orders: Display orders that are completed and finalized.
Show Returned Orders: Display orders that have been marked as returned.
Show Deleted Orders: Display orders that have been deleted.
Select one or more search filters:
Status: Filter by order status (e.g., Orders to Place, Order Placed, etc).
More: Filter more specifically by the selected status. For instance, if filtering by "Orders delivered" status, you can further filter by "Invoice Not Received."
Vendor: Filter by one of the vendors on your vendor list.
Search Keyword: A word associated with the order.
Date Range: A range that order date type lands within.
Select the Date Type:
Start Date:
End Date:
Click "Search" (as shown below).
Filter Stock Orders by Product Category:
The filter stock order feature allows you to filter the stock order dashboard to only display certain merchandise categories. To use the stock order filter, follow these instructions:
Go to Orders > Stock Orders > Dashboard.
Click on the "Pencil" icon next to "Showing all categories."
Select a category from the dropdown and click the green "+" icon.
Add additional categories using the dropdown and click the green "+" icon.
Click "Apply" (as shown below).
Quick Filter Stock Order Dashboard:
At the top of the Dashboard, you can quickly filter all the stock orders by top-level categories (e.g., Soft Goods, Hard Goods, Accessories, etc.). Just click on the category name (as shown below), and only the stock orders assigned to that category (or the child category of this category) will be visible. Revert the dashboard by clicking "All," which will remove any category filters.
