Saved Views

Saved views is a feature that lets you save a set of filter options for later use. You can use saved views to store commonly filtered content as views, and apply these views to your screen when needed. Saved views removes the need to manually set up filters one at a time each time users want to populate specific search results. The benefits of saved views include quicker searches, faster batch processing, and easier management of order exceptions. 

Saved views are created and managed at the user level, not at the account level. Saved views are not intended to be shared between users that belong to the same ShipHawk account.  All users have one filter set up by default when their account is created, which displays all orders in the New status. Additional filters beyond this default are set up individually by the user.

This document details how to create and manage saved views from the Order History screen in ShipHawk. This document also includes several use cases for applying saved views filters to manage order search results. 

Create a Saved View

Saved views can help you find certain types of orders to fulfill quickly. You can also set a saved view as your default view if this view is used more frequently than the New filter view. The default view is the view that is populated the first time the user accesses a screen during a new session. 

The following section provides instructions for creating new saved views using the Order History page in ShipHawk.  Instructions for making a saved view your default view are also provided below.

To create a saved view:

1. Log into your ShipHawk account. 

2. Choose Orders > Order History.
   
   

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   The Order History screen is displayed:
   
   

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3. Any pre-configured or default views you have saved will appear on the left-hand sidebar under the Saved Views heading.
   
   

4. Click the Filters button above the Orders grid to be redirected to the Filter by pop-up screen.
   
   

5. Use the Filter by screen to select the set of filters you want to add to your view. The set of filters you need to apply to your view will depend on what you are using the view for. Some common filters to set are defined below:

   1. Proposed Shipment Status: Select whether you want to display orders with associated proposed shipments in the Picked, Packed, or Shipped status.

   2. Include/Exclude SKU: Enter specific SKUs you want included or excluded from your saved view. 

   3. Amazon Prime orders only: Select this advanced filter to only display orders that will be shipped with Amazon Prime.

   4. Order Reference/Line Item Reference: Use operators ‘Contains’, ‘Ends with’, ‘Starts with’ to display results based on references you created. References sync data from your source systems to Orders in ShipHawk. Examples of references include purchase order numbers, invoices, and customer order numbers.
      
      

      
      You can also create a saved view by clicking the +Saved Views link under the Saved Views heading if you have already applied a set of filters to the Order History page.
      
      

6. After you have finished setting the appropriate filters, click Save View. 
   
   

   
   You will be redirected to the Save View pop-up screen.

7. Enter a unique name to describe your saved view in the Name field.

   1. For example: Amazon Prime Orders

8. If you want to save this view as your default view, select the Set as Default checkbox under the Name field.

9. Set Display Options for your saved view.

   1. Group by: Select whether you want to group your orders into sections based on a specific order characteristic.  

      1. For example, you can group together orders that are being shipped with the same carrier or orders that are being fulfilled by the same warehouse.

   2. Sort by: Select whether you want to arrange  your results based on a specific order characteristic. 
      
      

10. Click Save View to save your view.

11. Your new view should now appear under the Saved Views heading in the sidebar. If this view was set as your default, a star icon will appear next to the saved view name. 

Use Cases for Saved Views

Saved views can be used for more than quicker searches. Below are a few additional ways you can use them:

• Using saved views to quickly process orders as a batch. Batch processing allows users to assign orders to batches, then process orders in these batches as a group. With saved views, you can group and assign orders to batches more efficiently, as the need to manually sort through orders to add to a batch  is eliminated.

• Use saved views to find and manage exceptions, such as creating a saved view that only includes orders with proposed shipments. You can create a saved view with filters that exclude orders that do not have proposed shipments associated with them. This means you can easily identify these orders as a group each time the saved view is applied.

Instructions for performing the above tasks are described below.

To use saved views for batch processing:

You can create a saved view to filter through all orders in the Order History screen so that only orders you want processed as a group will appear on screen. 

1. To create a saved view, click the Filters button above the Orders grid to be redirected to the Filter by pop-up screen.
   
   

2. Use the Filter by screen to filter through the type of orders you want added to your batch.

   1. For example: Filter orders by Warehouse and SKU, to batch process orders in one specific warehouse with the same SKU number.

3. After you have finished setting the appropriate filters, click Save View. 
   
   

   
   You will be redirected to the Save View pop-up screen.

4. Enter a unique name to describe your saved view for your batch in the Name field.

   1. For example: Bulk Process CA Warehouse

5. To arrange  your orders in groups, select an option under the Group by drop-down field under Display Options.

   1. For example: You can group orders by carrier. 
      
      

6. Click Save View to save your view. 

7. Apply your saved view to the screen by selecting it from the sidebar. 
   
   

   
   You can now process these orders as a group. 

8. Now that all the orders you wish to add to a batch are displayed as a saved view, select the checkbox in the heading on the Order grid to automatically select all orders. 
   
   

   
   After you have selected your orders, new options will populate to the right of the Actions field.

9. Click the Process Orders button at the top of the screen to process all orders in your saved view as a batch.

To use saved views to manage order exceptions:

You can create a saved view to filter through all orders in the Order History screen with exceptions. For this example, we will create a saved view that only includes orders with proposed shipments. 

1. To create a saved view, click the Filters button above the Orders grid to be redirected to the Filter by pop-up screen.
   
   

2. Click the Add Filter button and select Proposed shipments from the list of filters that populates.
   
   

   
   The Proposed shipments field will populate under the Warehouses field. 

3. Select Include Only Orders with Proposed Shipments from the Proposed shipments drop-down field.

   1. Set additional filters on this screen if you need to further refine your saved view. 
      
      

4. After you have finished setting the appropriate filters, click Save View. 
   
   

   
   You will be redirected to the Save View pop-up screen.

5. Enter a unique name to describe your saved view in the Name field.

   1. For example: Orders with Proposed Shipments

6. To arrange  your orders, select an option under the Group by drop-down field under Display Options.
   
   

7. Click Save View to save your view. 

8. Apply your saved view to the screen by selecting it from the sidebar. 

9. All orders that match your filter criteria will be populated on the grid.