How Filtering Works in Order Management

Each tab in the OMS, including the All Orders Tab, supports advanced filtering capabilities. These filters help users refine large datasets into meaningful operational views based on business and workflow requirements.

Step 1: Open Any OMS Tab

Navigate to Order Management and open any tab (for example: All Orders, Pending Orders, Dispatched, Delivered, etc.).

Step 2: Open Filter Panel

On the right side of the tab header, click on the Filter button.

• This will open the complete filtering panel

• All available filters will be displayed in structured sections

  

Step 3: Apply Standard Date Filters

These filters are used to control the time-based order visibility.

1. Order Creation Date

Select this filter to view orders based on when they were originally created in the system.
Used for: sales tracking, order volume analysis, and historical reporting.

2. Order Transitioned Date

Select this filter to view orders based on when they changed status (for example, Pending → Approved).
Used for: workflow tracking, SLA monitoring, and operational efficiency analysis.

3. Order Delivery Date

Select this filter to view orders based on the final delivery date to customers.
Used for: delivery performance tracking and fulfillment analysis.

Step 4: Apply Operational Filters

Operational filters help refine data based on logistics and execution parameters.

These filters are mainly used for logistics segmentation and operational control.

Step 5: Apply Additional Advanced Filters

These filters allow deep-level data segmentation and business analysis.

• Country & City
  Used for geographic performance tracking and regional analysis

• MOP (Mode of Payment)
  Filters orders by payment type such as COD, online payment, or wallet

• Order Item Count
  Filters orders based on number of items per order

• Order Total
  Used for revenue-based filtering and value segmentation

• SKU
  Filters orders containing specific product SKUs for product-level analysis and inventory tracking

  

Step 6: Apply Filters Across Tabs

Once filters are selected:

• Click Apply Filters

• The same filter logic is applied to the All Orders tab view as well as other relevant tabs

This ensures a consistent and synchronized data view across the entire Order Management system.

Reset Filters Option

If you want to clear all applied filters and return to the default view:

• Click the Reset button

This will:

• Remove all currently applied filters

• Restore the default dataset view

• Reset the tab to its original state without any filtering conditions

This allows users to quickly restart their analysis without manually clearing each filter.