Flxpoint’s Filters and Views help you quickly find, segment, and manage data across the Orders, Products, Inventory, and Invoices pages. This documentation explains how filters and views work, when to use them, and how to set them up effectively.

🔍What Are Filters and Views?

Filters are used to narrow down records based on conditions (e.g., status, source, order date). Views allow you to save a custom layout, including filters and visible columns, for quick access later.

These tools improve efficiency by:

• Reducing clutter from large data sets
• Allowing fast access to saved searches
• Supporting bulk actions on filtered results

🛠️ How-to Guide

How to Use Filters

Filters let you view only the records you care about. Here’s how to apply them:


✅ Steps:

1. Navigate to any of the following pages:
   1. Orders
   2. Products
   3. Inventory
   4. Invoices
2. Click the Filter icon in the top right
3. Choose a default filter (e.g., Status, Source, Channel)
   or click Add Filter for more granular options
4. In the Add Filter modal:
   1. Select a Field (e.g., "Reference #", "Ship To Name")
   2. Set a Condition (e.g., equals, contains)
   3. Enter a Value to match against
5. Click Apply
   Your list will now reflect only the matching records.

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How to Use Views

Views help you save a filtered layout so you can access it later with one click.

✅ Steps:

1. Navigate to any of the data pages listed above
2. Click the Views icon in the top right
3. Click + New View
4. Add filters and columns to customize your layout
5. Click Save and give your view a name
   You can now switch between your saved views anytime.

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🧪 Tutorial

Create and Use a Custom Orders View

Let’s say you want to monitor all orders from a specific source that are still “Awaiting Shipment.”

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

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Step-by-step:

1. Go to the Orders tab
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 your view: “Pending JM Orders”
8. Customize visible columns if needed
9. Click Save

Now you can access this view anytime and always see relevant orders instantly.

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📘 Reference

Fields You Can Filter By

The “Add Filter” menu includes the following filterable fields:

• Order Details:
  Order #, Reference #, Ordered On, Total, Status, Source, Ship To Name
• Billing & Shipping:
  Billing City, Shipping Country, Shipping Phone, Shipping State, etc.
• Line Item & Fulfillment Metrics:
  Total Line Items, Total Weight, Total Quantity, Tags

View Configuration Options

Each View can store:

• Multiple filters
• Custom column visibility
• Default sorting

You can create as many views as needed, rename them, and set one as default.