At Webshippy, you can filter your orders at “View orders” based on the parameters you set with the search function. You can create different search lists based on different criteria, regardless of whether they are fulfilled or not. You can even export this filtered (or complete list) to an Excel table.
You can find the search order function by clicking on the magnifying glass icon in the top-right corner of “Order management” – “Orders”:
What are the parameters you can filter?
You can set the detailed search based on the following parameters:
Status: You can search for the Webshippy order based on its status.
Store: You can search for the Webshippy order based on your integrated sales channels.
Country: You can search for the order based on the “Country” field of the shipment address (e.g. Hungary for domestic orders).
City: You can search for the order based on the “City” field of the shipment address.
Postcode / ZIP: You can search for the order based on the “Postal code” field of the shipment address.
Cash on delivery: You can search for C.O.D. orders here.
Payment status: You can search based on the payment status of the order (paid or pending).
Created/Imported: You can search by “Created, Imported, Fulfilled” or “Returned” status in a given time interval.
Order data is faulty or Missing error / Missing information in order: You can search for orders with missing or incorrect information.
Ready for packaging: You can search for orders that are “Ready for packaging” but can’t leave the warehouse due to some error (shortage of stock is not an error).
Marketplace: You can search for orders that contain products from the Marketplace catalogue.
Marketplace payment status: You can search for orders containing Marketplace products based on their payment status (paid, unpaid).
Products: You can filter and select specific search results based on a word in the “Product name” field.
Product name: You can filter your list of Orders based on a specific product.
Point of package: You can filter based on the collection points of Webshippy.
Packaging rules: If you have ever given a packaging rule, you can list your orders based on it.
Note?: You can search for orders that contain a note.
Note: You can search for orders based on the text in the “Comments” section.
Exchange service: You can filter your orders with which you offered the exchange package service to your customers and the ones with which you did not.
You can set several parameters in the detailed search to list the orders that ALL your search criteria apply to.
Export orders
You can export your filtered results, or even all your orders, to an Excel table to make analyses and estimates. Depending on the task, you have two options:
1. With a XLSX Export you can download the details of the order: order ID, customer information, items in order, quantity, price. You can use this report best to verify the products in orders, manage inventory, and make sales analyses.
2. A XLSX Detailed export contain information regarding order processing: order ID, order status, customer information, shipment and payment methods, applicable logistics charges etc. This export can be used best for financial analysis and cost estimations.
To request your export table, just select the orders you want to export, then click on the "Tools" button in the top right corner and select the required export option.
If you want to export all your orders in the system, click on the "Tools" button when selecting them and then select "Select all XX items" - this will include all your orders in the system in the export table.