Filters in Pavilion help you quickly find and manage records across all tabs, including Vendors, Customers, Inventory, Orders, Sales, and Receipts. By applying filters based on fields like status, dates, owners, or amounts, you can focus on the data that matters most.
For more advanced filtering, creating your own custom list views can help you save and reuse your preferred filters. Learn how to do that here: Working with List Views.
Applying Filters
1. Navigate to any tab (for example, Vendors, Customers, or Inventory).
2. Open the list view you want to work with.
3. Click the Filter icon at the top right of the page.
4. Click Add Filter.
5. Add your filter conditions by selecting fields, operators (equals, contains, greater than, etc.), and values. Click Save (1) to save this specific filter, and then Save (2) to apply the change.
6. The list will now display only the items that match the filters you applied.
💡 Use the Remove All option to clear all applied filters at once and return to the default list view.
Understanding Filter Operators
When applying filters in Pavilion, you can refine your results using operators. Each operator defines how your filter compares the field to the value you enter. Here’s a breakdown of commonly used operators:
Equals – Shows records where the field exactly matches the value.
Not Equal To – Shows records where the field does not match the value.
Less Than – Shows records where the field is smaller than the value (numeric or date fields).
Greater Than – Shows records where the field is larger than the value (numeric or date fields).
Less or Equal – Shows records where the field is smaller than or equal to the value.
Greater or Equal – Shows records where the field is larger than or equal to the value.
Contains – Shows records where the field contains the specified text.
Does Not Contain – Shows records where the field does not contain the specified text.
Starts With – Shows records where the field begins with the specified text.
These operators can be combined in multiple conditions to create precise filters and find exactly the records you need.
Tips for filters
Text filters are not case-sensitive (for example, “Ring” and “ring” are treated the same).
Number filters require the full value you want to match (for example, “100” is different from “1000”).
Date filters must use the complete date format (for example, “09/10/2025” rather than just “09/10”).
Combining Multiple Conditions
When building filters, you can use AND and OR to combine rules:
AND – all conditions must be true. Example: Status equals Open AND Paid equals False will only show open orders that are not paid.
OR – at least one condition must be true. Example: Status equals Draft OR Status equals Pending will show both drafts and pending orders.
This helps you narrow down results more precisely or broaden them when needed.
💡 If you find yourself reusing the same filter conditions, consider creating a custom list view instead. See Working with List Views
Common Filter Use Cases
Filters help you quickly find the records you need across each tab in Pavilion. The examples below show common ways to use available fields in Vendors, Customers, Inventory, Orders, Sales, and Receipts. Use these as a starting point to focus on the most relevant data for your workflow.
Vendors
Filter by Vendor Name or Number – Quickly find a specific vendor by their name or unique vendor number.
Filter by Owner – Use Owner First Name, Owner Last Name, or Vendor Owner Alias to see vendors assigned to a particular user.
Filter by Location – Narrow vendors by Billing City, Billing State, Billing Country, or shipping address fields.
Filter by Parent or Partner Account – Identify vendors linked to a specific parent company or partner.
Filter by Activity or Modification – Use Created Date, Created By Alias, Last Activity, Last Modified Date, or Last Modified By Alias to track vendor activity.
Filter by Website or E-commerce – Use Website, Shopify Shipping Method, or Woo Shipping Method to find vendors connected to online channels.
Customers
Filter by Parent Vendor or Vendor Name – Show all customers linked to a specific vendor.
Filter by Billing City, State, or Country – Target customers by geographic location.
Filter by Annual Revenue – Identify high-value customers or smaller accounts.
Filter by Last Activity – Find customers who were recently contacted or have had no activity.
Filter by Topics or Owner – Find customers assigned to specific team members or categories.
Filter by Contact, Email, or Phone – Quickly locate customers with specific contact information.
Inventory
Filter by Category – View items by type such as Diamonds, Watches, Necklaces, or other categories.
Filter by Vendor – Show only inventory supplied by a specific vendor.
Filter by Availability – Narrow down items that are In Stock or Out of Stock.
Filter by Price Range – Find items within a specific price range (e.g., less than $5,000).
Filter by Memo – Show items that are on memo (True) or not on memo (False) to quickly track loaned versus available stock.
Filter by Certificates or Identification – Use Certificate Issuer, Certificate Number, SKU, Internal ID, or GCUID to locate specific items.
Filter by Online/Sync Fields – Use Shopify Sync, WooCommerce Sync, or Online Markup to manage online inventory.
Filter by Recently Added or Modified – Use Created Date or Last Modified Date to see new or updated inventory.
Filter by Weight or Dimensions – Use Weight, Length, Width, Diameter, Case Size, or Thickness for precise inventory filtering.
Orders (Jobs, Special Orders, Layaways)
Filter by Status – Show orders by All Open, All Pending, All Drafts, All Ready, All Paid, All Closed, or All Unpaid statuses.
Filter by Attention Required – Find orders flagged with estimated costs, prices, or the Attention Required checkbox.
Filter by Customer or Customer Name – Narrow down orders linked to a specific customer.
Filter by Associate or Primary Associate – View orders assigned to a specific team member.
Filter by Dates – Use Created Date, Due Date, Fulfilment Date, or Last Activity Date to find orders in specific time ranges.
Filter by Payment – Use Paid Amount, Is Paid, or Balance to track partially or fully paid orders.
Filter by Receipts – Use Has Receipts to see orders that already have associated receipts.
Filter by Location or Store – Narrow orders to a specific location or store.
Filter by Owner – Use Owner Alias, Owner First Name, or Owner Last Name to see orders managed by a specific user.
Sales
Filter by Customer or Customer Name – Find sales linked to a specific customer.
Filter by Associate or Primary Associate – Narrow sales assigned to a specific team member.
Filter by Dates – Use Created Date, Fulfilment Date, or Last Activity Date to find sales in a specific timeframe.
Filter by Status – View sales by Draft, Open, Paid, and Closed statuses.
Filter by Tax or Total Amount – Use Total Amount, Total Net Amount, Total Tax Amount, or Tax Included to find sales by totals or tax type.
Filter by Source or Online Orders – Use Online Source, Shopify Order Name, or Source Type to track website or channel-specific sales.
Receipts
Filter by Customer or Customer Account – View receipts for a specific customer.
Filter by Dates – Use Created Date, Date, or Last Activity Date to find receipts in a particular timeframe.
Filter by Owner – Use Owner Alias, Owner First Name, or Owner Last Name to see receipts managed by a specific user.
Filter by Payment – Use Paid Amount or Total Paid Amount to track receipts by amount received.
Filter by Sales Amount – Identify receipts based on the associated sale totals.
Filter by Store – Narrow receipts to a specific location or store.
Filter by Status – Use Is Voided or Void Date to see voided receipts or active ones.
Filter by Critical Warnings – Use Customer Has Critical Warnings to highlight receipts tied to flagged customers.
The examples above show typical ways to filter records in each tab. Use them as a starting point to find the data you need quickly, and combine multiple filters to focus on the most relevant information for your workflow.