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Customize Trade Dashboard filters & sorting

Set the default sort and choose which filters appear, in what order, and which start open on the Trade Dashboard.

Control how customers browse the Trade Dashboard.

Use Filters to set the default sort, choose which filters appear, and decide which filters open first.

What these settings control

Use Filters to control:

  • the sort order applied when the dashboard loads

  • which filters appear in the panel

  • which filters start expanded

  • the order of filters in the panel

Customers can still change the sort and filters themselves.

Open Filters settings

1

Open Trade Dashboard settings

In the Roadmap app, go to Settings → Trade Settings → Trade Dashboard.

The Trade Dashboard tab's sections run top to bottom: Header & tabs, Display, Pre-order & back-order, Filters, Quote builder, then Access. This guide covers Filters.

Filters settings
The Filters settings in the Roadmap app.

Set the default sort

Default sort is the sort order pre-applied when a customer lands on the dashboard.

The available options are:

  • Title A-Z

  • Title Z-A

  • Price Low to High

  • Price High to Low

  • Newest First

  • Oldest First

  • Vendor A-Z

Choose which filters appear

Each filter has two controls:

  • Show — whether the filter appears in the panel

  • Open by default — whether it starts expanded when the panel opens

The filters you can control are Collections, Vendor, Product Type, Price Range, Availability, Sort By, and Catalog.

Filters you hide stay in the settings list, greyed out, so you can bring them back any time.

Open by default only matters when Show is on.

Reorder the filters

Drag the filters to reorder them.

The first filter in the list appears top-left in the panel, so put the most-used filters first.

The Catalog filter only appears for companies with more than one B2B catalog.

You may not see it on a single-catalog store.

Troubleshooting

A filter is configured but customers do not see it

  • Check whether Show is on for that filter.

  • If the missing filter is Catalog, check whether the store has more than one B2B catalog.

A filter starts closed

  • Turn on Open by default for that filter.

  • Make sure Show is on.

Frequently asked questions

Can customers change the sort after the default loads?

Yes. Default sort only controls the initial state.

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