Note: WooCommerce’s default filters (Status, Date, Customer) are locked in position. Only OrderFusion custom filters can be reordered, and they cannot be placed before or between WooCommerce’s default filters.

Tip: The same drag-and-drop method works for reordering columns in the Columns section of Screen Options.

Applying Filters

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Enter your criteria in each visible filter field. The orders list updates automatically via AJAX to show only orders matching your filter criteria.

Important: Filters combine with AND logic. All conditions must match for an order to appear in results. Example: Status = “Pending” AND Product = “iPhone 14” shows only pending orders containing iPhone 14.

Advanced Text Search: Finding Empty/Non-Empty Values

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Some text filters support special symbols to search for empty or non-empty values.

Supported filters:

Customer Note
Order Notes
Tracking Number
Invoice Number
Phone
Coupon Code

Special symbols:

- (hyphen) = Find orders with empty values

* (asterisk) = Find orders with non-empty values

Use cases:

Orders missing tracking numbers
Orders with customer notes
Orders without invoices
Orders with phone numbers

Filter Examples

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Find pending orders for a specific product:

Enable Order Status + Products filters
Select “Pending payment” + enter product name
The list now shows only pending orders containing that product
Use case: Prepare stock for pending orders

Find high-value orders this month:

Enable Date range + Order total filters
Select this month + enter minimum amount (e.g., $500)
The list now shows only orders from this month over $500
Use case: Identify VIP orders for priority shipping or gift inclusion

Find orders by customer:

Enable Customer name filter
Enter part of the customer’s name
The list now shows only orders from that customer
Use case: Quickly locate a customer’s order when they call support

Find orders needing attention:

Enable Order Status filter
Select multiple statuses: “Pending payment” + “On hold” + “Failed”
The list now shows only orders with those statuses
Use case: Daily review queue for problem orders

Clearing Filters

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Clear all filters: Click Reset in the filter row to clear all filters and show all orders.

Clear individual filters:

Click the × on any filter badge in the Active Filters bar (if enabled in Settings)
Or clear the filter field value directly – the filter updates automatically

Available Filters

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Products Filter

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This group contains filters for searching orders by product information.

Products

Type: Text search

How it works: Enter a product name, SKU, or product identifier. OrderFusion searches product titles, SKU codes, and global unique identifiers (GTIN, UPC, EAN, ISBN).

Example scenarios:

Find all orders containing iPhone 14 to prepare stock for shipments
Search by SKU: “TS-BL-001” finds orders with that product
Track orders with discontinued products for special handling
Identify orders with back-ordered items

Tip: Searches product names, variations, SKUs, and global identifiers. Enter any part of the product information.

Order Information Filters

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This group contains filters for order details, status, payment, shipping, and fulfillment tracking.

Order Status

Type: Multi-select dropdown

How it works: Select one or more order statuses. Shows orders matching those statuses.

Basic statuses:

Pending payment
Processing
On hold
Completed
Cancelled
Refunded
Failed

OrderFusion supports all WooCommerce order statuses, including custom statuses added by plugins.

Example scenarios:

Select “Processing” to see today’s fulfillment queue
Select “Pending payment” to follow up on unpaid orders
Select “On hold” to review orders needing attention
Select multiple: “Processing” + “On hold” = All orders needing action

Tip: Select multiple statuses to widen your results. This is one of the most-used filters.

Status History

Important: Status history tracking begins after OrderFusion activation. Pre-existing orders show only future status changes.

Type: Multi-select dropdown

How it works: Select one or more statuses. Shows orders that ever had those statuses in their history. When selecting multiple statuses, shows orders that had ALL selected statuses at some point (not necessarily in order).

Example scenarios:

Select “Failed” to find all orders that had payment failures at any point (even if completed later)
Select “Refunded” to identify orders that were refunded at some point in their history
Select “Processing” + “Completed” to find orders that passed through both statuses

Shipping Method

Type: Multi-select dropdown

How it works: Select one or more shipping methods. Shows orders using those shipping options.

Common shipping methods:

Standard Shipping
Express Shipping
Local Pickup
Free Shipping
International Shipping

Example scenarios:

Select “Express Shipping” to prioritize overnight deliveries
Select “Local Pickup” to prepare will-call orders
Select “International Shipping” to batch customs documentation

Note: Available methods depend on your shipping zones and plugins.

Payment Method

Type: Multi-select dropdown

How it works: Select one or more payment methods. Shows orders paid with those methods.

Common payment methods:

Credit Card (Stripe, PayPal)
PayPal Express
Bank Transfer
Cash on Delivery
Check

Example scenarios:

Select “Bank Transfer” to verify deposits for manual payment orders
Select “Cash on Delivery” to prepare driver cash collection lists
Select “Credit Card” to review online payment orders for fraud patterns

Order Total

Type: Number range (minimum and maximum)

How it works: Enter minimum or maximum order value. Shows orders within that range.

Example scenarios:

Minimum $500: Find high-value orders for priority shipping or gift inclusion
Maximum $10: Find small orders for marketing analysis (low-value conversion)
$100-$500: Mid-range orders for specific fulfillment workflows

Tip: Leave one field empty for open-ended ranges: “$1000 minimum” with blank maximum finds all orders above $1000.

Date Preset

Type: Dropdown select

How it works: Select a preset time period for quick filtering. OrderFusion automatically calculates the date range.

Available presets:

Today
Yesterday
Last 7 days
Last 30 days
Last 90 days
This month
Last month
This year

Example scenarios:

Select “Today” to see today’s orders at a glance
Select “Last 7 days” for weekly order review
Select “This month” for monthly fulfillment tracking
Select “Last month” to prepare end-of-month reports

Important: Date Preset and Date Range are mutually exclusive. Selecting a preset automatically clears any manual date range, and vice versa. This prevents accidental duplicate date filtering.

Date Range

Type: Date picker (start and end date)

How it works: Select start and end dates. Shows orders placed within that range.

Example scenarios:

Last 7 days: Today minus 7 days = Recent orders for daily review
This month: First of month to today = Monthly processing queue
Last quarter: Jan 1 to Mar 31 = Quarterly revenue export
Specific campaign: Nov 25 to Nov 27 = Black Friday sale orders

Tip: Leave end date empty to search “from [start date] until now.”

Note: For common time periods, use the Date Preset filter instead for faster one-click selection.

Customer Note

Type: Text search

How it works: Search notes customers left during checkout (delivery instructions, gift messages, special requests).

Example scenarios:

Search “gift” to find orders flagged as gifts – remove invoices before shipping
Search “urgent” or “rush” to prioritize time-sensitive orders
Search “leave at door” to batch no-signature deliveries

Note: This searches customer-written notes, not admin notes you add internally. Use “Order Notes” filter for admin notes.

Order Notes

Type: Text search

How it works: Search admin notes you’ve added to orders (internal notes, not customer notes).

Example scenarios:

Search “backordered” to find orders held pending stock
Search “called customer” to review follow-up actions
Search “fraud” to review flagged orders

Note: This searches YOUR internal admin notes. Use “Customer Note” filter for customer-written notes.

Order ID

Type: Text search with range and wildcard support

How it works: Enter order numbers in multiple formats:

Single ID: 12345 finds order 12345
Partial match: 1234 finds 1234, 12340, 12341, 12349, etc.
Range: 1234-1250 finds all orders from 1234 to 1250
Wildcard: 123* finds 1230, 1231, 1232, 1239, but not 1240

Example scenarios:

Customer references their order: “My order number is 12345” – Search “12345”
Find order range: Search “1234-1250” for orders in that sequence
Pattern matching: Search “123*” for orders starting with 123

Tip: Remove the # symbol if your order numbers display with it. Just enter the number.

Coupon Code

Type: Text search

How it works: Enter a coupon code or prefix. Shows orders that used coupons starting with your search term.

Example scenarios:

Track “SUMMER2024” campaign performance
Verify “WELCOME10” first-purchase discount usage
Find orders using abused or leaked coupons for review
Search “SUMMER” to find all summer-related coupons (SUMMER2024, SUMMERSALE, etc.)

Tip: Prefix matching supported. “SUMMER” finds “SUMMER2024”, “SUMMERSALE”, and any coupon starting with “SUMMER”.

Processed By

Important: This filter populates based on who changes order statuses. Historical data appears only for changes made after OrderFusion activation.

Type: Multi-select dropdown

How it works: Select team member names. Shows orders they processed (marked as shipped, completed, etc.).

Example scenarios:

Select “John” to review orders John fulfilled today
Find orders processed by specific staff for quality audits
Track team member workload distribution

Origin

Type: Multi-select dropdown

How it works: Select order attribution sources. Shows orders from specific traffic sources.

Available origins (filter shows only values present in your database):

Source (UTM campaigns)
Organic (search engines)
Referral (external links)
Direct (typed URL or bookmarks)
Mobile app
Web admin (manually created orders)
Unknown

Example scenarios:

Select “Web admin” to filter out manual test orders or phone orders from reports
Select “Organic” + “Referral” to analyze non-paid traffic orders
Select “Source” to track UTM campaign performance

Tracking Number

Type: Text search

How it works: Enter full or partial tracking number. Finds orders with that tracking code.

Example scenarios:

Customer calls: “My tracking is 1Z999AA10123456784…” – Search partial number to find order
Verify tracking numbers uploaded to courier system
Find orders with duplicate tracking (shipping errors)

Invoice Number

Type: Text search

How it works: Enter full or partial invoice number. Finds orders with matching invoice references.

Example scenarios:

Match accounting records to orders: “Find invoice INV-2024-00123”
Bulk process orders with sequential invoice numbers: Search “INV-2024-001”

Note: WooCommerce doesn’t generate invoice numbers by default. This filter works with invoice plugins.

Customer Data Filters

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This group contains filters for customer information and shipping addresses.

Customer Name

Type: Text search

How it works: Enter part of the customer’s first name, last name, or full name. OrderFusion searches billing and shipping names.

Example scenarios:

Search “Smith” to find all orders from customers with Smith in their name
Search “John” to find orders from John, Johnny, Johnson, or Johnathan

Tip: Partial matches work. “Rob” finds Robert, Robertson, and Robin.

Phone

Type: Text search

How it works: Enter part of the phone number. OrderFusion searches billing and shipping phone fields.

Example scenarios:

Customer calls: “I’m calling from 555-0123…” – Search “5550123” to find their order
Find orders from a specific area code: Search “415” for San Francisco numbers

Tip: Enter phone in any format. OrderFusion matches regardless of formatting – “5550123”, “555-0123”, and “(555) 0123” all find the same orders.

Customer Role

Type: Multi-select dropdown

How it works: Select one or more WordPress user roles. Shows orders from customers with those roles.

Common roles:

Guest (non-registered customers)
Customer (registered shoppers)
Subscriber
Custom roles (e.g., Wholesale, VIP, etc.)

OrderFusion supports any WordPress user role, including custom roles created by role management plugins.

Example scenarios:

Select “Guest” to find orders from non-registered customers for follow-up emails
Select “Wholesale” to process bulk orders separately

Registered Customers Only

Type: Dropdown

How it works: Select customer type to filter orders. Choose “All customers” to see all orders, “Registered” to show only orders from WordPress users with accounts, or “Guests” to show only guest checkout orders.

Example scenarios:

Export registered customers for loyalty program enrollment
Analyze repeat customer behavior (registered users more likely to return)
Separate guest orders for follow-up “create account” emails

New Client

Type: Dropdown

How it works: Select client type to filter orders. Choose “All clients” to see all orders, “New clients” to show only first-time customers (orders from email addresses with no previous orders), or “Returning clients” to show only repeat customers.

Example scenarios:

Welcome first-time buyers with thank-you cards or discount codes
Track customer acquisition campaigns
Prioritize first orders for quality checks and positive first impressions

Shipping Country/State

Type: Hierarchical dropdown (select country, then state/province)

How it works: Select a country to see all orders shipping there. Select a specific state within that country to narrow further.

Example scenarios:

Select “United States” → “California” to batch West Coast shipments
Select “United Kingdom” to prepare international orders separately
Select “Australia” → “New South Wales” for regional fulfillment centers

Tip: Select country only (no state) to see all orders shipping to that country regardless of state.

Creating Custom Filters

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Need to filter by custom order meta? Click the + button in the Filters section to create one.

Choosing Filter Type

Text search: For names, notes, tracking numbers, SKUs
Dropdown: For predefined options (priority levels, departments)
Number range: For prices, quantities, weights
Date range: For custom date fields (delivery dates, manufacturing dates)
Yes/No: For yes/no fields (gift wrap, fragile items)

Finding Meta Keys

If you don’t know your meta key:

Open any order in WordPress admin
Scroll to Custom Fields section (enable it in Screen Options if hidden)
Look for the field name in the “Name” column – that’s your meta key
Common pattern: Keys start with underscore (e.g., _custom_field_name)

Permissions

Only the creator can edit or delete a custom filter. All team members can see and use custom filters created by others.

Filter Strategies

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Start Simple

Enable only the filters you use daily. Too many filters create a cluttered filter row. Add more as needed.

Combine for Precision

Stack filters to narrow results:

Daily fulfillment queue: Status: Processing + Date range: Today
High-priority orders: Order total: $500+ + Shipping: Express
Problem orders: Status: On hold + Status history: “Failed”

Save Common Combinations

Create custom views for filter combinations you use repeatedly:

Support Queue: Status: Pending + Processing, Date range: Last 7 days
International Orders: Shipping country: Select all non-domestic
VIP Customers: Customer role: Wholesale, Total: $1000+

See Custom Views Guide for workflow examples and best practices.

Troubleshooting

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Filters showing no results

Check if filters are too restrictive. Filters combine with AND logic – all conditions must match. If you filter by Status: Pending AND Product: iPhone 14 but no pending orders contain iPhone 14, you’ll see zero results. Remove one filter at a time to broaden your search.

Date range excludes target orders

If you filter by “Last 7 days” but the order you’re looking for is from 2 weeks ago, it won’t appear. Widen the date range or remove the date filter.

Custom filter shows no results

Your custom filter might use the wrong meta key. Example: If your custom “Delivery Date” filter shows no results, you might have entered _delivery_date instead of delivery_date (or vice versa).

Solution:

Open an order in WordPress admin
Scroll to Custom Fields section
Find the correct meta key (including underscore if present)
Edit your custom filter to use the exact key

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