Personalize Filter and Views

One major advantage of using SmartShyp is the ability to customize your workflow. This can be done in a number of ways. In this tutorial we will be learning how to Personalize your Filter and Viewing options. These options will help you process orders in a way that makes the most sense to you.

Personalize Filter and Views:

1. From the Dashboard: Go to the Orders Page using the Left-Side Navigation Menu.

Go to Orders

2. Personalize Filters: Filters can be set to show or hide orders based on Status, Carrier, or Store. Boxes that are checked will be visible.

Personalize Filters

3. Personalize Columns: Choose which columns you want to see. You can also sort columns by clicking in the header, or move them left or right by clicking and Dragging. Check out our Sort and Organize Columns tutorial to learn more.

Personalize Columns

4. View Orders in Groups: Easily manage orders by viewing groups of any detail you like.

View Orders in Groups

Note: Filter and Viewing options can be used on any page within SmartShyp. Labels will print out in the same order they are listed. Filtering and Grouping your orders will allow you to easily Bulk-Edit order information. Check out this tutorial to learn how.

RELATED

Page Guides
DashboardShipments: Other Shipped/CompleteAccount: Payment Methods
OrdersShipments: End of DayAccount: Shipping Meter
Hold For LaterAddress BookAccount: Print Settings
Shipments: Ready to PrintReportsAccount: Carrier Accounts
Shipments: Ready to ShipMy Stores: Manage My StoresPreferences
Shipments: In TransitMy Stores: Manage My ProductsResources
Shipments: DeliveredAccount: ProfileFAQs
Shipments: VoidedAccount: SubscriptionWhat's New

RELATED

Page Guides
Dashboard
Shipments: Other Shipped/Complete
Account: Payment Methods
Orders
Shipments: End of Day
Account: Shipping Meter
Hold For Later
Address Book
Account: Print Settings
Shipments: Ready to Print
Reports
Account: Carrier Accounts
Shipments: Ready to Ship
My Stores: Manage My Stores
Account: Preferences
Shipments: In Transit
My Stores: Manage My Products
Resources
Shipments: Delivered
Account: Profile
FAQs
Shipments: Voided
Account: Subscription
What's New