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It's all about working smarter, and you can do that by filtering your orders and shipments and save lists.
In Shipmondo, we have a handy tool that you should know about. A tool that helps you work even more efficiently and provides you with an overview of what you need!
Gain a personal overview with filtering
To ensure that you can work quickly and effectively in your daily routine, we have added the option for filtering on views in Shipmondo. You can find this feature under Orders, Booked shipments, and Return shipments on your Shipmondo account.
With the function Customize, you can customize and tailor your views and save a filtered view as a tab.
Let’s provide some quick examples. For instance, you can create views with these filters:
- A specific carrier, such as GLS
- Shipments to a specific destination country, like Norway
- Shipments with a particular status, such as shipments with issues
- Orders with a specific payment method, like Google Pay or bank transfer
- Orders with a specific payment status, such as authorized
- Orders with a specific number of items, like under two items
- Exclude specific orders, such as pre-orders
This allows you to have a particular overview of your orders and shipments that aligns with your needs and workflow in the warehouse.
You can always customize the existing views if anything changes.
For example, if you save a view with Norway as the destination country, new shipments to Norway will automatically be added to this view, ensuring you have a complete overview of all your shipments to Norway at all times.
Customize your tabs
When you save a view, it becomes a tab in the overview, providing you with easy access to different views.
Do you want to change the order of your tabs? No problem. You can simply drag and drop the view you want to place elsewhere.
If you have a view that you use more frequently than others, we’ve made it easy for you to select your preferred view so that it automatically opens when you access the page.
Just choose your favorite tab and make it Default, and it will open as the first view when you access your orders.
Endless combinations
Okay, okay. Maybe the combinations aren’t truly endless, but they’re pretty close!
You can combine filters and add as many as you want to your views, tailoring them precisely to your workflow.
For example, you may be sending bulk shipments and want to see all PostNord shipments to Norway in one view.
It could also be that you want to optimize the picking process by handling the easiest/smallest orders first. This way, all shipments with fewer than two items that fit into this category can be displayed in a separate view.
You are the one who determines and can customize your views. You can explore the new filtering options on your Shipmondo account and find the solutions that make the most sense for you and your setup.
Add more rows and columns
While you’re enhancing the overview of your orders, you can also customize the views according to your needs.
Make your overview even better by adding extra columns, allowing you to see payment methods, item quantities, or anything else relevant to your orders.
If you wish to see more orders or shipments per page, you can also add more rows per page.
You can read more about more rows per page here.
You can also choose to add an extra column, such as displaying the quantity of items.
Then you can sort based on that column and either show orders with the highest number of items or, conversely, show orders with the fewest number of items first.
Sort the order of columns
No matter the screen size, the column width is dynamic, ensuring that the view is always displayed as optimally as possible. If the view is wider than the screen, you can simply scroll to view all content.
The standard view includes the most commonly used columns, but you are free to add more/others or remove some.
For example, if “Recipient,” “Payment Status,” “Fulfilled,” and “Via” are more important for you to see in the view than “City,” “Item quantity,” “Shipping method,” or something else, you can customize the overview to match your exact needs.
You can also rearrange the order of the columns and save your preferred view by dragging and dropping them.
Sort in your views
The sorting function on your Shipmondo account allows you to organize and prioritize your orders and shipments efficiently.
The sorting function works by hovering over and/or clicking the arrow on the table you want to reorder. You can find this feature in tables under Orders, Booked shipments, and Return shipments on your Shipmondo account.
By using the sorting function, you can easily see the oldest orders and ensure that they are processed first on your picking list.
For example, if you offer click and collect, where customers can pick up their orders within a few hours, it can be advantageous to process the oldest orders first and ensure that the orders are ready in time for the customer’s arrival.
In such cases, you can choose to sort your orders by Order No. or Ordered to have the oldest orders appear at the top of the list.
This way, you can ensure that the oldest orders are picked first and ready for pickup or delivery according to customer expectations.
More about click and collect later!
It may also be the case that you have different packaging depending on the number of items to be packed. In that case, you can sort by the number of items.
Examples of filtering in views
By filtering views, you have the opportunity to have full control over where you want to focus your attention and handle orders in a way that suits you precisely.
By categorizing your orders, you can ensure an efficient workflow and high productivity.
Let’s look at some specific examples of how filtering in views can make your workflow even more efficient.
Are you sending letter items abroad?
It may be that you sell smaller items, such as accessories, to countries like Sweden. In such cases, you may use the shipping product PostNord letter to send these items.
PostNord letter shipments typically need to be placed separately in a cart or bag to ensure proper handling by PostNord.
To handle these shipments separately, you can create a view that only shows orders that need to be shipped with a specific carrier and delivery method to a specific country.
In a view like this, it may be appropriate to use the following filters:
- Receiver country: e.g., Sweden
- Shipping method: PostNord Letter
- Order status: Open
By applying these filters, you get a customized view that only shows orders that meet the specified criteria.
This way, you can focus on a specific combination of destination country and delivery method to streamline the packing process and avoid shipping errors.
Do you sell heavy items on your webshop?
If you have a warehouse where multiple employees are responsible for picking and packing orders, our filtering function can be of great help.
For example, if you sell items that require special picking and packing methods, such as heavy items.
In your warehouse, there may be employees specialized in handling heavy orders using a forklift or a larger picking cart. These employees can be assigned tasks related to heavy orders.
It can be a significant advantage to filter these orders that need to be handled by specific employees under one view.
In a view like this, it may be beneficial to use the following filters:
- Assignment
- Total weight
- Item quantity
- Fulfillment status: Is, unfulfilled
This way, the view can be filtered based on your specific needs, optimizing workload distribution and ensuring efficient order handling.
Watch our tutorial where Andreas shows you tips on how to use filtering for heavy and light orders:
Do you offer Click and collect?
It may be that you offer your customers the option to pick up their orders directly from your webshop’s store or warehouse.
In that case, you can create a view that only shows orders for click and collect and consolidates all orders that do not need to be forwarded to a carrier.
It may be that the orders to be collected by the customer, rather than being shipped with a carrier, are handled by a specific employee dedicated to handling these types of orders. In that case, you can assign the view to a specific employee.
In a view like this, you can use the following filters:
- Shipping method: Local Pickup
- Order Status: Open
- Assignment
In Shipmondo, we have made it easy and straightforward to handle your pickup orders.
We have simplified it for you by replacing the regular shipping label with a pickup label.
It works just like a regular shipping label, except it only contains reciever information and a barcode, distinguishing it from a normal shipping label.
You can print the pickup label and stick it on the outside of the package, just like you do with orders that need to be shipped. This way, you can quickly identify the correct package when the customer arrives for pickup.
Watch our tutorial where Andreas shows you tips on how to use filtering for click and collect orders:
