Sales Reps – Using Refinements

In addition to using saved filters, you can also refine your search results, catalogs, and title lists. The options are visible by clicking the Filter button at the top of a title list.

You can select a single refinement, say just a publisher or imprint, to quickly filter out everything else, or you can select multiple refinements at once… like MCD and Fiction, for example, to see a more targeted set of titles in various catalogs, collections, review copies, and title searches. You’ll see options for Publisher/Imprint, Category (which refers to BISAC Subject), Publication Date, your store’s Tags, and Markup content. If you see a down arrow (v) next to a refinement option (usually in the category refinements), that means there are sub-categories that you can filter down further to. Click the arrow to expand that list and check/uncheck the options you want.

These “quick filters” can be very useful when you have a specific task in mind… “I wish to order Norton titles from this list for my upcoming display,” for example. Or, “I have a Simon & Schuster rep coming tomorrow and want to create a solid backlist order for them to tack on to my frontlist order. I need to see what I’m missing!”  Or, “How relevant are my YA titles? Have I missed anything new? Let’s see!”
When you have refinement filters applied, you can click on the orange Clear button at the top of a title list to clear and refresh your page with all titles showing, or click the Edit button to just remove some of the refinements currently applied: