Quick Filters

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Overview

• "Quick Filters" are used to limit the number of orders that are displayed at the Orders or Multi-Order Processor screens, by selecting those with similar characteristics.

• Each Quick Filter Pre-defined queries provided with the program which are used to produce a limited group of orders that match the set of criteria specified in the query. The names of the Quick Filters generally reflect their criteria, for example, Orders On Hold produces a list of orders that are currently in Hold status. has its own set of criteria by which orders are selected for viewing.

• The program is distributed with nineteen pre-defined, or standard, Quick Filters.

• Make a selection from the Quick Filter drop-down list at the top of the Orders and Multi Order Processor screens to change the Quick Filter that is currently applied.

• See system parameters settings in Stone Edge that enable users to configure the program integrate with their business operations. Stone Edge includes hundreds of System Parameters to do just that. To change a system parameter, go to the Main Menu > Settings > System Functions > Set System Parameters. MultiOrderDefaultView and DefaultOrderView to set the default view for the Multi-Order Processor and Orders screens, respectively.  

Description of the Standard Quick Filters

• All Orders - displays every order within the system

• Today’s Pending Orders - shows only orders that were imported or manually entered on the current day, which have not yet been approved

• All Pending (not approved yet) -  provides a list of all unapproved orders within the system, regardless of when they were entered

• Complete, Pending orders -  displays all unapproved orders that are ready to be shipped to the customer; meaning that all items on the order are available (contains no backorders) and that purchase orders for any drop-ship an order placed with a supplier for an item or items that are not normally stocked by the retailer; the supplier then ships the merchandise directly to the retailer's customer. The retailer never takes physical possession of the merchandise. items on the order have been created

• Orders on Hold - displays a list of orders that have an Order State of "On Hold" as seen in the lower right-hand corner of the Orders screen synonymous with the Microsoft Access Form object or graphical user interface (GUI)    

• Incomplete (open BO's or drop-ships) - displays a list of orders that are not ready to be shipped due to open backorders or un-placed drop-ship orders

• Incomplete, paid by CC or COD - displays a list of orders that are not ready to be shipped, but have been paid by credit card or COD

• Backorders to be Filled - shows a list of orders in which the Quantity Needed column contains a value greater than zero; except in any line items for products that are normally drop-shipped.  

• Drop-ships to be Ordered - displays orders containing drop-ship products that have not yet been ordered from the supplier vendor

• Drop-ships missing Date Shipped - produces a list of orders containing drop-ship items that do not yet have a ship date set

• Stock items to be Filled - lists any orders that contain at least one non-drop-shipped item for which the DateShipped field is Null, the Quantity Shipped is >1, and the Quantity Needed = 0

• All orders missing Date Shipped -  shows all orders within the system that do not yet have a ship date set

• Approved orders with no Date Shipped - displays all approved orders within the system that do not yet have a ship date set

• Orders from Last Import - produces a list of orders that were created during the last import session

• All Orders with No Tracking #'s - limits the view to a group of orders which do not have at least one tracking number associated with them, regardless of their status

• Approved Orders with No Tracking #'s - limits the set of records that are displayed to those which have been approved but do not have at least one tracking number associated with them

• Non-Externally Fulfilled Orders with no Tracking #'s - all orders which are fulfilled outside of OMS that have no tracking information

• Non-Externally Fulfilled Approved Orders with No Tracking #'s - Approved orders which are fulfilled outside of OMS that have no tracking information

• Orders with Externally Fulfilled Items - all orders that contain line items that are fulfilled outside of OMS

Defining Custom Quick Filters

Creating custom Quick Filters of your own requires some basic knowledge of SQL (Structured Query Language).

Version 4.3xx and greater allows for 5 custom filters, Version 4.2xx and lower allows only 1 custom filter.

• The user must enter the "WHERE" portion of an SQL Statement without the actual text "where". This statement should evaluate against the Orders table only.
• The SQL Statement text is entered into the CustomFilter#SQLA and CustomFilter#SQLB system parameters in the Custom group, where # is a number between 1 and 5, depending on the program version as mentioned above.
• There are two parameters for each filter because the parameter data is stored in a text field which is limited to 255 characters.
• • If the SQL statement is less that 255 characters then only use CustomFilter#SQLA.
  • If greater than 255 characters then put the first 255 in CustomFilter#SQLA and the remainder in CustomFilter#SQLB to store a maximum of 510 characters.
• Use the CustomFilter#Name parameter to enter the "name" of the filter (the name that will appear on the QuickFilter drop down list). Keep the name short & descriptive and without special characters.

For example:

If you want a filter to look for all orders that are approved in the state of PA then enter:

Approved=True AND Cancelled=False AND (State='PA' or ShipState='PA')

Created: 12/15/10

Revised: 9/5/13

Published: 04/14/16