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Filter Presets ​

Filter Presets let you save a combination of table filters so you can quickly switch between different filtered views of your products. Palmetrics also includes default filter presets to help you get started.

Filter Presets are shared across your entire team. When any team member creates or updates a preset, it becomes available to everyone in the organisation.

Applying Filters ​

To filter the table, click the Filters area next to the Filters Preset button. A panel will appear with filter options organised by category, including:

  • Connected To — filter by integration (Takealot, Amazon, WooCommerce, Shopify)
  • Takealot Status — Buyable, Not Buyable, Disabled by Seller, Disabled by Takealot
  • Stock Status — Low Stock, Sufficient Stock, Out of Stock
  • Activity — Winning Buybox, Losing Buybox, Auto-pricing Frozen
  • Pricing — Actively Adjusting, Minimum Reached, Maximum Reached
  • Auto-pricing — Active Auto-pricing, Disabled Auto-pricing
  • Frequency — Standard, Medium, High Frequency
  • Availability — Lead-time, Durban DC, Cape Town DC, Johannesburg DC

Tick any combination of checkboxes to filter the table. Click Clear All to remove all active filters.

Saving a Filter Preset ​

  1. Configure your filters the way you want them
  2. Click the Filters Preset dropdown near the top-left of the table
  3. Select Manage Presets at the bottom of the list
  4. Click Add New Preset
  5. Give your preset a descriptive name (e.g. "Winning Buybox", "Out of Stock", "Active Auto-pricing")
  6. Click Save

Switching Between Filter Presets ​

Click the Filters Preset dropdown and select any preset from the list. The table will immediately update to show only products matching the selected filters.

Editing or Deleting a Filter Preset ​

  1. Click the Filters Preset dropdown
  2. Select Manage Presets
  3. Click Edit next to the preset you want to change or delete

INFO

Only custom presets created by your team can be edited or deleted. The default presets provided by Palmetrics cannot be modified.

TIP

Any team member can create, edit, or delete custom presets. Use clear, descriptive names so others understand what each preset is for.