Flxpoint’s Filters and Views help you surface, segment, and act on data across the Orders, Products, Inventory and Listings pages. This guide explains when to use filters versus views, and how to configure each for smoother day‑to‑day work.

🔍 What Are Filters and Views?

Filters narrow your list by conditions (e.g., status, channel, date). Views save a specific combination of filters, columns, and sort order so you can load it instantly later.

They streamline work by:

• Trimming noise from large data sets
• Offering one‑click access to your saved layouts
• Powering precise bulk actions on just the records you choose

🛠️ How‑to Guide

How to Use Filters

Filters let you view only the records you care about.

✅ Steps:

1. Navigate to any of these data pages:
   1. Orders
   2. Products
   3. Inventory
   4. Listings
2. At the top of the grid, use a Quick Filter (e.g., Status, Channel) for one‑click filtering, or click the Filter funnel icon for more options.
3. In the Add Filter panel:
   1. Select a Field — fields are grouped (Order details, Product attributes, etc.) and the list scrolls for easy browsing.
   2. Pick a Condition (equals, contains, greater than…)
   3. Enter a Value to match.
4. Click Apply. The grid refreshes to show only matching records.

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How to Use Views

Views store your preferred filters, columns, and sort order for instant reuse.

✅ Steps:

1. Open any data page listed above.
2. Apply filters and arrange columns as desired.
3. Click the Views icon (stacked layers) in the toolbar.
4. Select + New View.
5. Name your view, decide if it should be the default, and click Save.

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🧪 Tutorial

Create and Use a Custom Orders View

Monitor all orders from a specific supplier that are still “Awaiting Shipment.”

Goal: Save a reusable view to track pending shipments from JM Wholesale.

Step‑by‑step:

1. Go to Orders.
2. Click Filters.
3. Add:
   1. Field: Status
   2. Condition: equals
   3. Value: Awaiting Shipment
4. Add:
   1. Field: Source
   2. Condition: equals
   3. Value: JM Wholesale
5. Click Apply.
6. Click Views → + New View.
7. Name the view “Pending JM Orders” and Save.

This view now loads in one click whenever you need an up‑to‑date list of those orders.

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📘 Reference

Fields You Can Filter By

The Add Filter menu groups fields by category for quicker discovery. Common examples include:

• Order Details:
  Order #, Reference #, Ordered On, Total, Status, Source, Ship To Name
• Billing & Shipping:
  Billing City, Shipping Country, Shipping Phone, Shipping State
• Product & Inventory:
  SKU, Quantity Available, Inventory Status, Tags
• Listings:
  Channel, Listing Status, Last Sync, Category 1
• Line Item & Fulfillment Metrics:
  Total Items, Total Weight

View Configuration Options

Each view stores:

• Multiple filters
• Custom column visibility and order
• Default sorting

Create as many views as you need, rename them anytime, and set one as your default for a page.