Filter/Search Customers by Manufacturer Exclusions

There is a new manufacturer exclusion icon in the search row under the manage column. Clicking this icon will allow you to filter (or search) for your customers that are excluded from one, or several, of your manufacturers. Just check the mfr(s) you’d like to see all excluded customers for and click save.

If you’d like to only see customers without exclusions, there’s a checkbox at the bottom of the window labeled “Customers without a mfr exclusion” that you can select. Clicking save will show customers that are not excluded from any mfr.

Like all other forms of filtering and searching, this filter can be used with other column filters to make defined search lists. You can remove the search/filter by clicking “clear search”
Related: Exclude Manufacturers from Customer


mfr exclusion filtering

Order Type and Order Category

If you would like to further segment your orders, you can request to have the order type & order category feature to be activated (just reach out to us by emailing Use this feature to differentiate your orders into categories (such as jewelry, men’s, etc.) and types (such as immediate, reorder, show, etc.).


Once you have the feature available to your showroom, establish your Order Categories and Order Types under “Setup Categories.”

order type1


Click “add record” to create new order categories/types.

order type



When adding an order, you’ll be able to assign an order category, and optionally, an order type.

Once this feature is activated, order category is mandatory while order type is not. If you only care to use one of these features, use order categories.


order type2




Once you enter your orders with order categories and/or order types, you can filter (or sort) your orders with these 2 new attributes.

order type3



You can also filter most report results by order type and order category. The following reports have this filtering ability:

  • Top Customers
  • Sales by Mfr/Customer
  • Sales by Customer/Mfr
  • Annual Sales by Month
  • Forecasting Analysis by Season
  • Open Orders.



order type4

Saved Searches/Views

With the “Saved Searches” feature, you can save searches or views (selection of columns) you use frequently to save time having to re-enter them. This also enables you to view only those columns that are relevant to your active task.

This feature is available on the customer, order, invoice, credit memo, and notes tab.

To save a search, first make sure the current search is cleared by clicking “clear search.” Next use customize this view to select the columns you wish to show/hide. More on customize this view here. In the example below, I’m creating a custom view (choosing specific columns) for my market calls, so I’ve chosen to only see customer name, contact, phone number, last cancel date, mfr, and market call notes.

saved searches1



If you’d like to enter a specific search to save, or save a specific segment of your customers, enter the search (i.e. everyone in a certain territory, everyone who has purchased in the last year, etc.)

Clicked “Saved Searches,” then “add current search,” then enter a name for this view/search you will remember, such as “mkt calls.”

saved searches2



To load a saved search, open the “Saved Searches” drop down menu and click on the saved search label you are looking for. The page will reload with the saved column view and the search criteria originally entered.
Best Practice:
For every task you do repeatedly, have a saved search for it, whether it’s market calls, checking distribution, or sending emails. You could also have a “simple” view for quick viewing essential information and a “full/standard” view to see everything.


Customer Search by Zip Code

When filtering/searching for customers, you may use the zip code column to search the surrounding region (e.g. 90210, as shown in the screenshot below).

After entering the zip code, press the tab key to then enter a mile radius around the zip code. Any customer with a valid address and zip code that meets the criteria will be included in the search.

In the resulting list of customers, an old-compass icon will be displayed following the zip code for each row. Clicking on the icon for a given customer will list the distance (in miles) from that customer’s address to the rest.

In the example below, “Soot Bull Jeep” is 2.6 miles from “Macy’s” and “Dream Scene” is 7.9 miles from “Macy’s.”
“Brass Nuckles” does not have a distance listed due to its inaccurate address.

To view customers in a specific zip code ONLY, e.g.; only 90210, after pressing tab, leave the default miles value as zero.


Once you’ve pulled up the customers within a given area, you can view them on a map, create driving directions, send bulk emails, etc.