Filtering orders in Hana POS allows you to refine search results and quickly locate specific orders. 

You can apply filters based on various criteria such as invoice, customer details, recipient details, order status, delivery information, and more. 

You can apply filters and save as a predefined orders view, such as "Tomorrow Deliveries" or "BMT Orders." You can use these saved views every day without having to manually filter orders. All your saved filters appear under the Views drop-down as shown below

This guide walks you through the process of applying and managing order filters.

Steps to Filter Orders

Step 1: Access the Orders Page

• Navigate to Orders.

The Orders Page will be displayed.

Step 2: Open the Filters Pane

• Click Filters.

The Filters Pane will be displayed.

Step 3: Apply Filters

You can filter orders based on the following criteria:

• Invoice

• Customer Name

• Customer Address

• Customer City, State, Zip

• Customer Phone

• Recipient Name

• Recipient Address

• Recipient City, State, Zip

• Recipient Phone

• Delivery Date

• Timed Delivery

• Zone

• Order Date

• Status

• Order Type

• Method of Payment (MOP)

• Design Completed

Example: Filtering by Customer Name

• Enter the customer’s first and/or last name in the Customer field.

• Click Apply.

The list of orders matching the filter criteria will be displayed.

Managing Filters

• Reset Filters – Click the reset icon(X) to clear all applied filters.

• Save Filtered View – Click the save icon(✔) to save the filtered search for future use.