CNFANS: How to Use the Spreadsheet’s Smart Filters to Manage QC and Refund Tasks
Efficient task management is crucial for e-commerce sellers using CNFANS. With the increasing volume of orders, manually sorting through Quality Control (QC) batches and refund requests can be time-consuming and error-prone. Thankfully, CNFANS spreadsheets include Smart Filters—a powerful feature designed to automate the prioritization of pending refunds and unverified QC batches. This article will guide you through setting up and using these filters effectively.
Why Use Smart Filters?
- Save Time:
- Reduce Errors:
- Improve Productivity:
- Enhance Accuracy:
- Reduce Errors:
Step-by-Step Guide to Setting Up Smart Filters
Step 1: Open Your CNFANS Spreadsheet
Log in to your CNFANS account and navigate to the spreadsheet containing your QC and refund data.
Step 2: Locate the Smart Filters Feature
In the toolbar, click the "Filter""Smart Filters"
Step 3: Create a Filter for QC Batches
To prioritize unverified QC batches:
- Click "Add Filter""QC Status"
- Set the condition to "is unverified".
- Apply the filter—this will automatically group all unverified batches at the top.
Step 4: Create a Filter for Refund Tasks
To prioritize pending refunds:
- Add another filter and select the "Refund Status"
- Set the condition to "is pending".
- Apply the filter to bring all pending refund tasks to the forefront.
Step 5: Combine and Save Filters
You can combine both filters to view unverified QC batches and pending refunds simultaneously. Save this configuration as a "Preset"
Best Practices for Smart Filters
- Regularly update your spreadsheet to ensure filters reflect the latest data.
- Use color-coding
- Train team members to apply the same filter presets for consistency.
- Review filtered results daily to address urgent tasks promptly.
Conclusion
CNFANS Smart Filters streamline the management of QC and refund tasks by automating the sorting process. By prioritizing unverified QC batches and pending refunds, sellers can enhance efficiency, reduce manual effort, and minimize errors. Start implementing Smart Filters today to optimize your workflow and focus on growing your business.