Filters are used as a secondary grouping for items in the Order Center. They allow quick access to sub groups of items according to the criteria you selected in the filter creation - such as inventory, price, item properties, promotions and more.
NOTE: New Filters will not work in the Catalog (the read only catalog feature), only in the Order Center.
Filters are "Smart" - items will be presented in the Filter as long as they fulfill the criteria. Once they no longer fulfill the criteria they will not be presented.
You can also create multiple filters in one shot by any field, using Dynamic Filters.
For example: If you set a filter with a price criteria of items between $30-50, and the price of an item decreases below $30 it will no longer be shown in that Filter.
If the price were to go back up in the future to fulfill the pricing criteria of $30-50 it will be included in the Filter again.
And so forth for all the criteria - inventory, Main category, Properties, etc.
New Filters allow you to use custom fields for filtering and sorting. You can assign each filter to as many catalogs as you require. When you modify the filter, it will be updated in all the catalogs in which it is used.
Note: In the current filters, you can only use Property fields to filter by, when moving to new Filters create custom fields for those Properties.
The New Filters would only apply on transactions and would not affect the regular Catalog View.
Once new filters are created, the current filters (Items -> Manage Catalogs) will no longer be in effect.
After creating filters, assign them to your catalog. Follow instructions below:
- Go to Settings --> Items
- Add a new Filter:
- Name: Name as it appears in the Order Center
- Description: For your reference
- Sort By: Sort by any Item field or Transaction Line-item field
- Filter criteria: Select Item or Transaction Line-item fields to filter by. Enter any logical combination of the fields using the AND / OR. You can edit the pattern below.
Item - allows filtering by any Item Fields (including custom fields)
Transaction Line Item - allows filtering by fields such as Last Order Date/Date/Quantity,
After creating a filter, assign it to a catalog
Settings --> Catalogs --> Manage Catalogs
Edit the Catalog, in the Filters tab, add the required Filters to this Catalog.