Search, filters & saved views

The transfer order list has a search box, a set of filters, and named presets that save a filter set (including the search term) for everyone in the shop to reuse.

Searching the list

Type into the search box to match against the TO number or a line’s variant title. The list updates shortly after you stop typing; clearing the box (the × inside it) updates immediately. The search term is shareable; it’s reflected in the page’s URL, so a bookmarked or copied link reproduces the same search.

AI search

You can also describe the transfers you want. Click into the search box and press Tab (or click the light-blue Tab: try AI search badge; on a phone or tablet, tap AI search), type a request in English and press Enter. A preview shows the filters it understood (status, destination, created by, tags and a date period), and nothing changes until you click Apply. For example:

“sent transfers to Hamburg that Ben Carter created last month”
“transfers received in the last 7 days”

Only the destination is used as a location: in “transfers from Berlin to Hamburg”, Hamburg becomes the filter and “from Berlin” isn’t used, because the list has no source-location filter. If you don’t see the badge, AI search isn’t enabled for your shop yet. See Find orders with AI search for the full walkthrough.

Adding and editing filters

Click + Filter to open the filter picker: choose a field, then set its value. Each active filter appears as a chip below the toolbar; click a chip to edit it, or the × on the chip to remove it. Clear all removes every filter and the search term in one step.

Available filters

Status: one or more of the 7 statuses (Draft, Sent, Partially Received, Received, Completed, On Hold, Cancelled). See The 7 statuses for what each means.
Destination: one or more destination locations, plus a pinned At supplier entry for TOs shipped to a supplier rather than a location. The At supplier entry is available on every plan, so you can still find those TOs even if your shop is no longer on Elevate.
Created by: one or more of the people who have raised a transfer order, so you can narrow the list to a colleague’s orders. Orders created by a connected AI assistant or an API key are listed under that connection’s name.
Date: a date range on when the TO was created, with quick choices for Today, Last 7 days, Last 30 days, Last 365 days, This month, and Last month, alongside custom from/to dates. Last 365 days includes today and the preceding 364 calendar days. On narrower windows, the calendar shows one month at a time; use the arrows to move between months.

The list also carries a Created by column next to the dates, and each transfer order shows the same information as a line under its title on the detail page; hover it for the creator’s email address. Transfer orders raised before this was introduced, and ones created automatically, show only a date.

Saving a filter set as a preset

Once your filters or search term differ from whatever preset is currently active (or from All, the unfiltered default), a Save button appears next to the filter bar:

Save overwrites the currently active preset with your current filters and search term.
Save as… prompts for a name and creates a new preset, which becomes the active one.

A preset saves the whole query: every active filter and the search box’s contents. Selecting a preset later applies both; selecting All clears both.

Setting a shop default

Open the preset switcher and use the star action on a preset to make it the shop’s default. The starred preset’s filters and search term are applied automatically the next time anyone opens the transfer order list with a plain, unfiltered link; a link that already carries filters or a search term (a bookmark, a shared link) always takes priority over the default.

Only one preset per shop can be starred at a time; starring a different one clears the previous default.

Renaming and deleting presets

Both actions are available from the preset switcher. Deleting the preset you currently have selected drops the switcher back to All, but leaves your current filters and search term exactly as they were; only the saved preset itself is gone.

Edge cases & current behavior

A shared link can name a preset that’s since been deleted. The link still applies whatever filters and search term it carried; the switcher just falls back to showing All since the preset it pointed at no longer exists.
The transfer order list no longer supports the older, browser-only “Save Filters” default. Filter presets are now saved to the shop, not to your browser, so they’re the same for you on any device and for every other operator.
The remembered page size is separate and still per-device. How many rows you see per page keeps following your own browser; it isn’t part of a saved preset.

Last updated: 9 October 2026