Saved Searches

Check out this short tour on saved searches!


Understanding saved searches

You can save all searches of orders, inventory, pick-lists, RMA, FBA inbound shipments, etc., for future searches.

For example, to save a search for today’s orders:

  • Click Advanced Search > Select Today from the Order Date Range filter > Action Menu > Save Search As > Give the search a name.

If you need to search by parameters that do not have filters, Sellercloud’s development team can create a custom Saved Search; for example, a saved search for items that sold more than five in the last 24 hours.

You can manage saved searches for orders from the Saved Search tab on the Orders menu. Saved searches for inventory can be managed from the Saved Search tab on the Inventory menu.

You also can save your searches to the dashboard for easier access and to show the count of the saved search; for example, Unknown Products = 17.

The Client Setting Show saved searches on dashboard must be enabled. A separate Client Setting, Enable click to show Saved searches counts on home page, will let you refresh the counts upon clicking the Refresh button:

Saved searches are user-based so that each user can only access their own saved searches.

You can also used saved searches in ShipBridge! If your current user has order saved search, this will display under the Saved Search dropdown on ShipBridge. You can find this on the far-right side of the filters grid.

Copying saved searches

You can also copy a saved search from one user to another user.

The user who copies the search must be either a Client Admin OR be assigned to the role of Copy Saved Searches.

On the Inventory or Orders menus, click Saved Searches.

  1. Click the Copy from Other User hyperlink.
  2. Select a User and a Saved Search type and press Show Saved Searches. The saved searches of that user will display in the grid.
  3. Select a saved search and press the Copy Saved Searches button.

 

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