From the Holded Store, activate the Inventory gem to enjoy sales orders and other advanced features on your products
Learn what else you can do with sales orders and discover other Inventory features
How to get there
- Access Inventory in the navigation bar
- Select Orders and then Sales Orders
Filter and segment sales orders
Filter sales orders with the search engine
Filter sales orders by date
If you want to get information about the orders in a certain period of time, you can use the date range selector and filter the documents by:
Filter sales orders with predefined filters
- Click + Filter
In the list of orders, you also have predefined Filters available, to be able to get a more detailed view of the details of your orders and find just what you are looking for at that moment.
By choosing one of the following options, you can filter your products by:
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Status |
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Shipping |
Pending, Shipped, Partial |
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Billed |
No, Yes, Partially |
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The associated email can be in status: Not sent, Sent, Read |
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Sales Channel |
The distribution channel, such as an online store, which allows you to segment your sales by channel |
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Subtotal |
The sale price without taxes (or tax base). You can choose between Greater than, Less than, or Equal to the indicated amount |
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Pipeline |
The personalized logistics stage in which the order is located |
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Marketplace |
The e-commerce store assigned to the order |
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Warehouse |
The warehouse of origin of the order |
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Draft |
The request is Yes or No in draft |
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Document numbering |
The type of numbering you have created |
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Payment method |
Payment method |
Once you have selected the filters you need, you can click Save segment, and your search preferences will be saved as a custom filter among the predefined segments
Filter sales orders by segments
Remember that between the segments, the custom filters that you have saved will also appear.
The option to filter by segments will allow you in this case to filter the orders by status. 
You can filter by segment Pending + Not billed and export your orders pending collection to keep track