Managing Filters

In this article

Filters are a great way to streamline and organize your team production in the workflow. We have enabled our powerful filters in many places throughout the app, including Sales Orders and Purchase Orders, so that you can look at what matters when it matters. In this article, we will walk you through the process of managing filters in a Sales Order page.

Create a Filter

  1. Click on + Filter on the sidebar of the Sales Order page.
  2. Name your filter and select the criteria for this filter. In this case, let's create a filter to see all unpaid Sales Orders by a customer arranged in descending order by issue date to view. This is how you would set the criteria:

    Tip: You can set your filter to be as specific as you like by including more filter criteria. 

  3. Once you're done, you can click on Test to see whether is the filter configured properly.
  4. Click on Save when you are satisfied with it.

Edit a Filter

You can just as easily edit a filter. Just click on the filter you want to edit and click on the Edit Filter icon.

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