Sales Orders Tab: Viewing Customer Sales Orders

The Sales Orders tab displays Sales Orders for the selected customer.

To view Sales Orders for a customer:

1.      Find and open the Customer record for the required customer. See Finding Customers.

2.      Select the Sales Orders tab:

Sales Orders which apply to the customer are listed, showing the order number, delivery address and type, order status and type, order date and value, and other details.

To view/amend a Sales Order: click the appropriate hyperlink in the Document column. The Sales Order will open in a new tab. See Working With Sales Orders.

Finding And Filtering Customer Sales Orders

Various 'Finder' features enable you to filter the displayed Sales Orders, or find a specific Sales Order for the displayed customer:

• If there is more than one page of Sales Orders displayed: use the arrow keys to scroll forwards and backwards through the available pages.

• To filter the Sales Orders displayed: click Advanced to display the filter fields, de-select certain Order Status / Delivery Type / Order Type / Order Origin fields, then click the Search (magnifying glass) icon .

Note: To show all records again, re-select all filter fields, then click the Search (magnifying glass) icon .

NEXT: Back Orders Tab: Viewing Customer Back Order Lines