Sales Order Screen, filter by sales rep.

started a topic over 3 years ago

It would be good to have a check box with a list of reps as these are used to filter channels. We have some employees that are solely in charge of processing orders from shopify and ebay, so being able to just tick these two channels so they can always see the latest orders will be ideal.

3 people like this idea
  • Hi Khizr Agree with your idea. It would be great to have some filters across the header - similar convention to what you see in the Integration pages for ecommerce catalog/bulk listing page. We have the same need in our business and to workaround this in the meantime we just type the sales rep name into the search field. And after opening an order from the search results, when you click 'Back to list' Im pretty sure it retains the search results... So that shouldn't be inconvenient for your team in the meantime
  • Hi DEAR Team,

    It would be great to have a feature to filter out sales orders based on Sales Rep, statuses, etc. It would be a headache to scroll through the pages to find a large amount of orders based on a specify parameter (e.g. Sales Rep). 

    Thank you!

  • Thank you for your suggestion.

    This is planned for 2023 roadmap.


    Sayali Yevale | Cin 7 Core Product Team

Login or Signup to post a comment

3 people like this idea
Log in or Sign up to post a comment