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Setting Up Filters

Filters are essential for finding and selecting the exact products you want to edit. This guide covers all the filtering options available in Bulk Product Editor and how to use them effectively.

Filter Types

Basic Filters

Product Type Filter products by their type (e.g., T-Shirts, Accessories, Books):

Filter: Product Type
Options: Dropdown with all product types in your store
Usage: Select one or multiple types

Vendor Filter by product vendor or brand:

Filter: Vendor
Options: Dropdown with all vendors
Usage: Select specific vendors

Status Filter by product status:

Filter: Status
Options: Active, Draft, Archived
Usage: Choose which status to include

Advanced Filters

Price Range Filter products by price:

Filter: Price Range
Min Price: $0.00
Max Price: $999.99
Usage: Set minimum and maximum prices

Inventory Levels Filter by stock quantities:

Filter: Inventory
Options:
- In Stock (> 0)
- Low Stock (< 10)
- Out of Stock (= 0)
- Custom range

Tags Filter by product tags:

Filter: Tags
Options:
- Contains any of these tags
- Contains all of these tags
- Does not contain these tags

Using Filters

Single Filter

  1. Select Filter Type: Choose from the filter dropdown
  2. Set Criteria: Enter or select filter values
  3. Apply Filter: Click "Apply" to filter products
  4. Review Results: Check the filtered product list

Multiple Filters

Combine multiple filters for precise selection:

  1. Add First Filter: Set up your primary filter
  2. Add Additional Filters: Click "Add Filter" for more criteria
  3. Choose Logic: Select AND/OR logic between filters
  4. Apply All: Apply the combined filter set

Filter Logic

AND Logic (Default) Products must match ALL filter criteria:

Product Type = "T-Shirts" 
AND Vendor = "Premium Brand"
AND Price > $20
Result: Only premium t-shirts over $20

OR Logic Products must match ANY filter criteria:

Product Type = "T-Shirts"
OR Product Type = "Hoodies"
OR Tags contains "apparel"
Result: All t-shirts, hoodies, or items tagged "apparel"

Filter Examples

Common Use Cases

Sale Preparation Find products to put on sale:

Filters:
- Inventory > 50 (overstocked items)
- Price > $30 (higher-value items)
- Status = Active
- NOT Tags contains "sale"

Seasonal Updates Update seasonal products:

Filters:
- Tags contains "summer"
- Status = Active
- Created Date < 6 months ago

Vendor Management Update products from specific vendor:

Filters:
- Vendor = "Specific Supplier"
- Status = Active
- Price Range: $10 - $100

Advanced Examples

Complex Product Selection

Filter Set 1 (OR Logic):
- Product Type = "T-Shirts"
- Product Type = "Tank Tops"

Filter Set 2 (AND Logic):
- Vendor = "Premium Brand"
- Inventory > 10
- Price < $50

Cleanup Operations Find products that need attention:

Filters:
- Status = Draft
- Created Date > 30 days ago
- No Images
- Description is empty

Saved Filters

Creating Saved Filters

  1. Set Up Filters: Configure your desired filter combination
  2. Test Results: Verify the filter returns expected products
  3. Save Filter: Click "Save Filter" button
  4. Name Filter: Give it a descriptive name
  5. Add Description: Optional description for team members

Managing Saved Filters

Using Saved Filters

  1. Click "Saved Filters" dropdown
  2. Select your saved filter
  3. Filter is automatically applied

Editing Saved Filters

  1. Load the saved filter
  2. Modify filter criteria
  3. Save with same name to update
  4. Or save with new name to create variant

Sharing Filters

  • Export filter configurations
  • Share with team members
  • Import shared filter sets
  • Maintain consistent filtering across team

Filter Performance

Optimization Tips

Fast Filters These filters perform quickly:

  • Product Type
  • Vendor
  • Status
  • Simple tag matches

Slower Filters These may take longer with large catalogs:

  • Complex text searches
  • Multiple tag combinations
  • Date range queries
  • Inventory calculations

Best Practices

  1. Start Broad: Begin with fast filters to narrow down results
  2. Add Specificity: Add more specific filters gradually
  3. Test Performance: Monitor filter response times
  4. Save Frequently Used: Save common filter combinations

Troubleshooting Filters

Common Issues

No Results Found

  • Check filter criteria are not too restrictive
  • Verify data exists for filter values
  • Try removing filters one by one
  • Check for typos in text filters

Too Many Results

  • Add more specific filters
  • Use AND logic instead of OR
  • Narrow price or date ranges
  • Add exclusion filters

Slow Performance

  • Simplify complex filters
  • Use saved filters for common searches
  • Avoid very broad text searches
  • Contact support for optimization

Filter Validation

Data Quality Checks

  • Verify product data is complete
  • Check for consistent naming conventions
  • Ensure tags are properly formatted
  • Validate price and inventory data

Next Steps

Now that you understand filtering:

  1. Perform your first bulk edit
  2. Learn about core features
  3. Explore advanced filtering techniques