Sell-in or sell-out, missing proofs, requests to send, laboratory, tag: keep only the operations you are interested in on screen by combining the operations table filters.
Quick filters of the operations table
The filter bar is at the top of the operations table (left menu "Operations"): one click on a filter activates it.
Period
Under "All deals", choose the "Period". By default: the current year.
All / Sell-out / Sell-in
Shows only sell-out operations, sell-in operations, or all. For Pharm-UPP pharmacies, the choice is "All" / "OP Pharm-UPP": "OP Pharm-UPP" replaces "Sell-in" and "Sell-out" is not offered.
With missing proofs
Under "My operations": the operations that are missing a supporting document.
Request to send
Under "My operations": the operations whose compensation request is still to be sent.
Status
"All status", "Up coming", "In progress", "Completed".
Favorites
The star button (tooltip "Favorites"), to the right of "Advanced filters": shows only the operations of your favorite laboratories.
Advanced filters of the operations table
Click "Operations" in the left menu, then "Advanced filters", to the right of the "Search for a deal" search bar.
In the "Filters" window, open the sections you need:
"Operation type": Sell-in, Sell-out, Sell-out-Sell-in;
"Participation": "I participate", "I do not participate", "Without answer";
"Picture proof" and "Sales listing": "Required" / "Not required", then "Uploaded" / "To upload";
"Step": your follow-up steps (paid feature);
"Offer type", "Laboratory", "Tags";
"Invoice required", "Month of start of operation", "Month of end of operation", "Deadline", "Owner".
Click "Apply".
Result: the active filters appear as filter labels under the search bar. You can combine several filters.
Another path, for only the operations in which you participate: click "Dashboard" in the left menu, then the "Operations in which you participate" card; the operations table opens already filtered, in one click instead of three.
Remove the operations table filters
Click "Operations" in the left menu.
To the right of the filter labels, under the search bar, click the trash icon (tooltip "Clear all filters"). To remove only one filter, click the × on its label.
Result: the filter labels disappear. The trash icon also resets the "Period" to the current year, the status to "All status" and empties the search bar.
Another path: "Advanced filters", then "Clear all filters" at the bottom of the "Filters" window; the window closes by itself, without going through "Apply".
If it doesn't work
The operations table is empty or an operation is missing → the "Period" is too narrow, or a filter is still active (filter labels under the search bar): clear the filters (trash icon), then widen the period.
The "Step" section has a diamond → managing follow-up steps is a paid feature.
Still stuck → contact support via the Opeaz chat bubble, stating the name or number of the operation.