Stay Organized this Holiday Season

The holiday season is a time of excitement and, let’s be honest, a little chaos. With order volumes spiking and fulfillment teams moving at lightning speed, staying organized isn’t just a nice-to-have. It’s essential. The good news? Postsale makes it incredibly easy to track, sort, and surface the orders you need, exactly when you need them.

Whether you’re checking which shipments are still unprocessed or pulling up orders that are backordered, the secret weapon is Filters. Think of Filters as custom views that help you stay focused and in control.

Why Order Organization Matters

As the volume of orders increases, so does the risk of delays, missed shipments, or miscommunication with customers.

When your team can instantly view…

• Orders by their current shipping status

• Orders with backordered items

• Orders with specific brands or from a specific sales channel

• Or any other criteria you need to search for orders by

…you cut down on bottlenecks and boost customer satisfaction. Better yet, you can filter these views in a single click, thanks to Postsale's powerful Advanced Search and Filter features.

From Quick Searches to Advanced Searches and Filters

Postsale offers two search options, both designed to help you find the exact order you’re looking for:

🔍 Quick Search

Use the search bar to instantly locate an order by:

• Order Number

• Ship To First, Last, and Full Name

• Bill To First, Last, and Full name

• Tracking Number 

This is ideal for one-off lookups when you already know what you're searching for. Learn more about quick searches ›

Advanced Search + Filters = Organizational Superpowers

When things get more complex, like when you want to find all unshipped orders from your holiday promo campaign, Advanced Searches come to the rescue.

In just a few clicks, you can build layered searches using criteria like:

• Order Source (e.g., “Dog Saver Promo”)

• Shipment Status (e.g., “Unprocessed”)

• Order Date or Date Range

• Specific Item SKUs

• A Note on the order

• And much, much more

Then, once you’ve got your ideal search results, just click “Save As” to turn that search into a Filter you can click to repeat the search, any time you need to.

Real-World Example: Preparing for a Seasonal Promo Push

Imagine you have a sales channel called Holiday Essentials that is only open during the holiday season. You need to be able to quickly locate unshipped orders for this specific channel in. You could:

1. Create an Advanced Search for orders where:
   - Order Source = Holiday Essentials
   - Order Status = Ready to Ship

2. Save the search as a Filter.

3. Access that view instantly from the Orders menu with one click of your new filter.

You and your team now have a real-time list of unshipped seasonal orders, ready to go. No more digging. No more guesswork.

👉 Ready to create your first custom Filter? Start with our step-by-step guide: Search for Orders & Create Filters.

💡 Tip: Learn more about operators and filtering options in our Filters: Examples & Use Cases article.

Organize and Reorder Filters for Your Workflow

Once your Filters are saved, you’re not stuck with a cluttered list. Postsale lets you rearrange and organize Filters into folders, so your team sees an organized list of Filters in the Orders Menu

See how to manage Filters & Folders ›

Bonus: Combine Filters with Automation for Even More Control

Filters and Automations go hand-in-hand. For example, you can trigger an email to customers when their order ships

To learn how, explore our guide: Introduction to Automation with Examples.