Saved Searches


Overview

Sellercloud lets users create filtered searches and save them as Saved Views in Delta or Saved Searches in Alpha. The difference is that in Delta you can also customize the grid columns.

In this article, you’ll learn how to create and manage your filtered searches as well as customize the grid columns.


Create a Saved View

Users can filter and save searches on different pages, including Catalog, Inventory, FBA Shipments, Orders, and Purchasing.

Saved views are user-based, meaning that each user can only access their own saved view. Saved Searches in Alpha do not transfer over to Delta and vice versa.

To create a Saved View:

  1. Go to the category you want to manage > Select a default or custom filter to narrow your search > click Search.
  2. Click Save View to save your search > Name your search in the pop-up window that will appear > Save.name saved search delta
  3. You can access your saved views by selecting them from the Saved Views dropdown. Note that you can also view summarized data of your existing saved views on the Home page under the Saved Views panel.
Saved views can be used in scheduled tasks, which run different exports like Product Export, and Order Export.
A custom SQL saved search can be created upon request if the filters that you want to add are not available by default.

You can copy a saved search from one user to another. To copy a saved search, do the following:

  1. After you have created a saved search, click the vertical ellipsis and select Manage Saved Views.The image shows the Manage Saved Views option.
  2. Click Copy Saved View to Another User. You must be either a Client Admin or be assigned to the role of Copy Saved Searches.The image shows the Copy button.
  3. Select a user and click Copy.The image shows the Select User field.

Customize Grid Columns

To organize your searches more conveniently, you can customize the columns in the grid before or after customizing your search filters.

  1. Click the vertical ellipsis in the upper-right corner > Customize Columns.
    Customize columns

  2. Rearrange or add columns in the grid > Apply.Reorder headers

Overview

Sellercloud allows users to filter and save searches to facilitate search processes. In this article, you’ll learn how to save and manage searches and create customized saved searches and grid columns.


Types of saved searches

Users can filter and save searches on different pages, such as Manage Inventory, Manage Warehouses, Manage Orders, Manage Queued Jobs, among others.

Saved searches not only facilitate your search processes but are used to create scheduled tasks (for example, for plug-in channel integrations).

Check out this video to learn more about saved searches:

To save a search:

  1. Navigate to the category you want to manage > Execute a search. Note that you can use the Advanced Search field. > Search.
  2. In the Select Action drop down, Save Search As > Go.
  3. Name your search > Save. You also can save your searches to the dashboard for easier access. Note that the Client Setting Show saved searches on dashboard must be enabled. 
  4. You can access your saved searches by selecting Saved Searches in the category of interest.
You can also used saved searches in Shipbridge. If your current user has order saved search, this will display under the Saved Search dropdown in Shipbridge, on the far-right side of the filters grid.
  1. Alternatively, you can manage your saved searches and copy a saved search from one user to another by pressing Copy from other user. To do that, you must be either a Client Admin or be assigned to the role of Copy Saved Searches.copy search alpha sellercloud
Sellercloud can create a custom Saved Search when the search cannot be done with the existing filters. Contact Sellercloud Support if you need to create a custom Saved Search parameter (for example, a saved search for items that sold more than five in the last 24 hours).
Saved searches are user-based so that each user can only access their own saved searches. Saved Searches in Alpha do not transfer over to Delta and vice versa.

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