How to Create Filters for Sales Orders

Go into Sales Order and select the Add Filter tab.

Name the Filter. In this example let’s name it, To Ship. Select a property from the list in the dropdown, in this case let’s choose Shipment Overdue. Then, select the conditions for the property, True in this example.

You can add multiple properties and conditions to your filters.

Once you’ve set up the filter properties, save the filter.

When you select the filter, you will see the list of Sales Orders that meet the conditions that you set up.