Overview
The Orders page is an overview of every marketplace order in Lister. This article guides how to sort orders by criteria and save custom filters for quick access.
Table of Contents
Default Order Filters
Lister has 5 default filters to view your orders. Clicking these filters will show you orders that meet the criteria explained below:
All: Shows all orders that have been imported to Lister, regardless of payment or fulfillment status
Open: Shows all orders that have not been marked as fulfilled in Lister, regardless of payment status
Ready to Fulfill: Shows all open orders that are paid and either partially fulfilled or unfulfilled
Overdue & Urgent: Shows all orders that are not marked as fulfilled are past due or need to be shipped within the next 2 days. If this tab isn't visible to you, there are no late shipments. 🎉
Overdue: Ship By Date stipulated by the marketplace is in the past
Urgent: Ship By Date stipulated by the marketplace is due within the next two days
Not Found: Shows all orders that include an item that was marked missing in Link while picking. If this tab isn't visible to you, there are no missing items. 🎉
How to Sort Orders
Click the “Sort” button in the upper right corner of the orders page to choose how to sort orders.
Sort in ascending or descending order from the following option:
Order Number
Paid Date
Order Date
Ship by Date
Inventory Location
Supplier
Shipping Method
Customer Name
Payment Status
Fulfillment Status
Total Price
How To Create and Save Custom Filters
Filter presets can save you a ton of time looking up specific types of orders by applying certain filters. Click the “More filters” button in the upper right corner of the orders page to view available filters.
Custom Filter Options
Clicking the names of the filter options expands the section to show available options You can choose one or multiple filters from the choices below:
Channel: Select one or more of your connected marketplaces
By Category: Filters orders that only include items that match a specific item category
Payment status: Displays orders that match a selected payment status
Pick and Pack Status: Filters results to show the selected picking or packed status
Fulfillment Status: Shows orders that are unfulfilled, partially or fully fulfilled, or have not had a physical pack slip printed
Ship Timeline: Filter to only show Overdue or Urgent orders
Date: Select a date range and choose between “Ordered between, Paid between” or Ship by Date”
Order Type: Choose between “Single-item orders”, “Multi-item orders” or “Any”
Shipping Method: Select one or more shipping methods associated with the orders
Shipping Destination: Choose between Domestic, International or Any
In Location: Filters results to only show orders in selected inventory locations
Saving Filters
After selecting custom filters from the “More Filters” menu, click the “Save filters” button in the upper right corner of the Orders page.
Name the filter something easily recognizable and click the blue “Save filters” button in the pop-up box.
Example Custom Filters
Partially Paid/Partially Refunded, Unshipped Orders
Shows team leads and management all orders that have been given a partial refund and have not been shipped.
Payment Status: Partially Refunded, Partially Paid
Fulfillment Status: Unfulfilled, Partially Fulfilled
Unfulfilled Local Pickup Orders
Only shows unfulfilled local pickup orders.
Payment Status: Paid
Fulfillment Status: Unfulfilled, Partially Fulfilled
Shipping method: Pickup
How to Rename a Saved Filter
You can edit the names of a saved custom filter by following these steps:
Click the name of the filter you want to edit from the top of the Orders page
Click the “Edit filters” button
Rename the filter
Click the blue “Update tab name” button
How to Delete a Saved Filter
You can delete a saved custom filter by following these steps:
Click the name of the filter you want to edit from the top of the Orders page
Click the “Edit filters” button
Click the trashcan icon in the lower right of the popup box
Related Guides
Have questions? Reach out to us at support@uprightlabs.com or via chat anytime between 9am-6pm ET, Monday to Friday