Search for Orders & Create Filters
Search for your orders using quick and advanced searches. Save your searches as Filters for quick access.
In This Article
Use Postsale’s search functionality to find orders with a Quick Search or to create an Advanced Search when you need to drill down on groups of orders that match specific search criteria. Then, save your search as a Filter in the Orders Menu.
In this article, we will search for a specific order using the Quick Search option and create an Advanced Search by defining specific search criteria. We will also save the Advanced Search as a Filter so that we can perform the search at any time with a single mouse click.
Perform a Quick Search
Postsale’s Search Bar allows you to quickly find an order within the currently selected Filter. Notice that when you select a Filter in the Orders Menu, the search bar description updates to show it will search within the selected Filter.
Let’s perform a Quick Search:
- Select the Filter to search in from the Orders Menu.
For this example, we selected the All Orders filter to search all orders in Postsale.
- Enter your search into the Search Bar.
Perform a quick search on the following fields:- Order Number
- Ship To First, Last, and Full Name
- Bill To First, Last, and Full name
- Tracking Number
Perform an Advanced Search
Use Advanced Search any time you need to be much more specific with your search or when you need to search using criteria not available in Quick Search.
Advanced Searches can also be saved as a Filter so that you can quickly perform the search again, any time, with a single mouse click.
Real World Example
We fulfill orders for St. Louis Dog Saver as well as for several other companies. To make it easier to find the orders that need to be shipped for St. Louis Dog Saver, we will do an Advanced Search for:
- Orders that were imported specifically for the Dog Saver Promo
- Orders that have not yet been shipped
Of course, your search requirements may differ. However, walking through this example together should provide you with the knowledge to set up Advanced Searches specific to your workflow.
Let's create the Advanced Search:
- Select All Orders in the Orders Menu.
Selecting All Orders ensures that no criteria have already been added to your search.
- Click the Advanced Search button in the Search Bar.
The Advanced Search pop-up will open.
Next, we will specify that we only want orders for STL Dog Saver by telling Postsale to find orders with an Order Source of Dog Saver Promo. Here’s how:
- Click the Field drop-down menu and select Order Source.
This tells Postsale to look specifically at the order source information associated with each order.
- Leave the Operator drop-down as Equals since we will be entering the exact value we wish to search for.
Learn more about the available operators and what they do in our Filters: Examples & Use Cases help article.
- Enter the search term into the Value field.
For this example, we entered ‘Dog Saver Promo’ since we know that all the STL Dog Saver Orders have this as the order source.
- Click the Add button to apply the criterion to the search.
The search criterion is added to the Advanced Search and the search results are displayed in the Orders Grid.
Now, let’s narrow down the results even further to just the orders that have not yet been shipped. We will do this by searching for orders with shipments that are unprocessed. Here’s how:
- Select Shipment Status from the Field drop-down menu.
- Leave the Operator as Equals. Then, select Unprocessed from the Value drop-down menu.
- Click the Add button.
The search criterion is added to the Advanced Search and the search results are updated in the Orders Grid so that only STL Dog Saver orders that have not been processed (orders that have not been shipped) are displayed.
Save the Advanced Search as a Filter
We don’t want to have to recreate this Advanced Search every time we need to view the unshipped STL Dog Saver orders. So, let’s save the search as a new Filter:
- Click the Save As link.
- Click the magnifying glass icon and select an icon for this Filter.
The icon will be displayed next to the Filter in the Orders Menu.
- Enter a name for your filter into the Name field. Then, click Save.
Your search is saved as a Filter in the Orders Menu. Click the Filter at any time to view the search results. 
Organize Your Filters
Did you know that you can organize the filters in the Orders Menu? You can! Check out the Manage Filters & Folders help article.
Edit or Delete an Advanced Search
- Select the Filter you wish to edit in the Orders Menu. Then, click the Advanced Search button in the Search Bar.
- Click the Edit link.
- Make the necessary updates and click Save or click Delete to delete the filter.
Deleted filters cannot be restored.