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Tabs and Filters for Customers

Learn to create custom customer tabs with filters and columns in Ordermentum to organise and view your customer list exactly how you need.

Overview

Tabs let you organise your Customers view by creating custom filtered lists. You can filter customers by date, activation status, payment method, and more, then choose exactly which columns of information appear. This is useful if you regularly need to check specific groups of customers, such as recently activated accounts or those on stop credit.

Before you begin

You'll need access to the Customers section in the left-hand menu of your Ordermentum supplier dashboard.

Creating a new customer tab

Step 1: Open the tab creation panel

In the Customers section of the left-hand menu, click "manage" on the right-hand side of the screen and click the "+" button.

Step 2: Name your tab and add filters

In the filter section, enter a Tab Name (for example, "Recently Activated" or "Stop Credit Customers").

Choose from the following filter options:

  • Creation Date

  • Updated Date

  • Activation Date

  • Stop Credit

  • Deactivated

  • Last Ordered Date

  • Payment Method Type

  • Property

You can add multiple filter layers to narrow down your results. For example, to see recently active customers, set:

  • Creation Date is less than 1 month ago

  • Last Ordered Date is less than 1 month ago

Step 3: Choose your columns

In the columns section, select which columns you want displayed in the tab. Choose columns that show the information most relevant to your tab's purpose. For example, a "Stop Credit Customers" tab might include Payment Method Type and Last Ordered Date columns.

Step 4: Create the tab

Once you're happy with your filters and columns, select Create Tab.

Common tab examples

Here are some useful tab setups to get you started:

  • New Customers — set Creation Date to less than 1 month ago to see recently added accounts

  • Lapsed Customers — set Last Ordered Date to more than 3 months ago to identify customers who haven't ordered recently

  • Customers on Stop Credit — set Stop Credit to True to quickly see all accounts with a credit hold

  • Inactive Customers — set Deactivated to True to find all deactivated accounts (useful if you can't locate a customer you think has been archived)

Tip: Add Deactivated = False to any tab focused on active customers. Without it, deactivated accounts can appear alongside active ones, making results harder to act on.

Follow the same steps to edit the filters on your existing tab.

Troubleshooting

My tab isn't showing the customers I expect
Check that your filter layers aren't conflicting. For example, combining "Creation Date less than 1 month ago" with "Deactivated = True" may return very few or no results if newly created customers are rarely deactivated.

FAQs

Can I create more than one custom tab?
Yes, you can create as many tabs as you need, each with its own filters and columns.

Can I filter by more than one condition at a time?
Yes, you can add multiple layers of filters to a single tab for more precise results.

Will editing a tab affect my other tabs?
No, editing a tab's filters or columns only affects that specific tab.

Need More Help?

If you're having issues creating or managing your customer tabs:

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