Using Advanced Filters

How it works

Each filter has two parts:

• Entity type: The type of record the filter applies to, such as orders, destinations (order regions), products, locations, fulfillments, shipments, arrivals, or returns. The entity type sets which fields you can use. For example, an Orders filter can only use order fields.
• Conditions: The rules a record must meet. Each condition has a field, an operator, and a value. Combine conditions with AND (all must match) or OR (at least one must match). Select Not to match records that don't meet the conditions.

Where you can use advanced filters

How to create a saved filter

1. Navigate to Settings > Saved Filters.
2. Click Create saved filter.
3. Select an Entity Type, such as Orders or Products.
4. Enter a Filter Name.
5. Select OR or AND in Operator. Select Not to match records that don't meet the conditions.
6. For each condition, select a Field and an Operator, and enter a Value. Click Add Rule to add more conditions.
7. Click Create.

How to use filters in routing rules

Filters are most often used in the Order Routing Engine to decide which location fulfills an order. Routing rules use two kinds of conditions:

• Order conditions: Conditions on the order itself, such as the order total, tags, or sales channel.
• Destination: Where the order ships, such as a state or country. You set this in the rule's Destination Fulfillment Preferences.

To add a filter to a routing rule:

1. Navigate to Order Routing.
2. Open a rule on the Routing Rules tab, or click Add custom rule to create one.
3. Click Add filter, and then select Simple filter.
4. Enter a name, and define your conditions in the Create Advanced Filter window. You can also search for and reuse a saved filter by name.
5. Click Save & Apply, and then click Save changes on the rule.

For details, see Creating Order Routing Rules.

Example

You want orders over $200 that ship to California to route to your West Coast warehouse. On the routing rule that points to that warehouse, add a filter with the condition Total Price greater than 200, and select California in Destination. The rule then applies only to orders that meet both conditions.

How to use advanced filters on table pages

On pages that support them, click Advanced in the filter bar to open the Advanced Filter window. Select All (every condition must match) or Any (at least one must match), add your conditions, and click Apply. Click Clear to remove the conditions.

These operators are available: Equals, Equals Any Of, Does Not Equal, Does Not Equal Any Of, Starts With, Ends With, Contains, Does Not Contain, and Matches (* Wildcard).

The examples below use the Products page.

Find bundles that contain a specific SKU

A bundle product, EMOCK-BNDL, has two bundle items: EMOCK-TEAPOT and EMOCK-TEACUP. To find every bundle that includes EMOCK-TEAPOT:

1. Navigate to Products > All Products, and then click Advanced.
2. Select Bundle Items Sku as the Field.
3. Select Contains as the Operator. Because this field holds a list of SKUs, Contains matches any bundle that includes the SKU.
4. Enter EMOCK-TEAPOT as the Value.
5. Click Apply.

Find products with channel SKUs

Products can have channel SKUs that map the Pipe17 SKU to a different SKU in a target integration. To find every product with at least one channel SKU:

1. Click Advanced.
2. Select Published SKU as the Field.
3. Select Matches (* Wildcard) as the Operator.
4. Enter * as the Value.
5. Click Apply.

Match any condition instead of all

To find products that either don't track inventory or are taxable, add both conditions, and then change All to Any.

Troubleshooting

• A field I need isn't in the list
  The available fields depend on the entity type. Check that the filter uses the right entity type, for example, Orders instead of Products.
• The filter returns no results
  Check whether All or Any is selected. With All, a record must match every condition. Also check the operator. For example, Equals needs an exact match, while Contains matches part of a value.

Need Help?

If you need additional assistance:

• Use Ask Pippen, our AI agent, located at the top of the platform page.
• Submit a support request with as much relevant detail as possible. Learn how to submit a request.

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