About Filters

Filters allows you to organise and create Customer Groups with orders received on the FoodByUs platform. This is a really powerful tool to customise your FoodByUs dashboard, giving you greater ability to streamline operations and have a more optimised workflow when running your food service business. 

You can create Customer Groups on your dashboard to efficiently organise your customer base, streamline logistics runs, and enhance financial management.

How can I use Filters?

There are 3 main uses for filters:

1. Create Customer Groups around a logistics run (postcode)

2. Create Customer Groups around a venue(s) attribute (eg spend, venue type)

3. Create Customer Groups for payment summaries (e.g. date range)

1. Create Customer Groups around a logistics run (postcode)

 By creating Customer Groups based on postcodes, you can efficiently plan your logistics runs, ensuring timely deliveries to specific areas.

1. To create a filter containing the postcodes of the areas you want to target, click ‘New Filter’.
2. Select ‘suburb is’ – and add a relevant postcode.
3. Keep adding all your required postcodes.
4. Save, add filter and select delivery date “tomorrow”. This will now show us all orders due tomorrow for your targetted postcodes.
5. You can then print the consignment notes for these orders and pass them to the relevant driver.
6. Repeat this process for any other delivery areas you might want to create.
7. Once you have set up your filters, your Customer Group will appear at the top of the page.

2. Create Customer Groups around a venue(s) attribute (eg spend, venue type)

You can create a Customer Group around venue attributes (e.g., spend and venue type). This might look like filtering for orders that are >$1000 or venue names containing “cafe” or “hotel”. 

1. Click on ‘New Filter’.
2. There’s lots of options to explore in these cases. Spend some time playing around with the filters that look at venue attributes to see what information you might find that helps you paint of picture of your customers.
3. For example, you can create a filter for venues that have placed an order of over $1000 in the last 30 days. This might give you a good indication of who some of your strong customers are. 
4. Once you have set up your filters, your Customer Group will appear at the top of the page.

3. Create Customer Groups for payment summaries (e.g. date range)

You can create Customer Groups for payment summaries. Find a specific subset for customers whom you wish to print a payment summary for, or specify a certain date range you need to access. Having an easy way to access financial information is vital for efficiently running your business.

1. Click on ‘New Filter’.
2. Filter for all orders based on a certain date range.
3. Once you have set up your filters, your Customer Group will appear at the top of the page.
4. Alternatively, you can print payment summaries for Customer Groups you have already created. Select an existing Customer Group and select ‘all’ and print ‘payment summary’.