Overview

Dynamic Tables offer advanced views with improved tools for sorting, filtering, and customising columns on the Sales Orders main page.

Locating this section in app: Sales > Sales Orders

Sales Orders page features

Use search, views, columns, filters, sorting, options, and create Sales Orders.

Search

Search allows partial searches across a wide range of fields displayed on every Sales Order, including:

Order Number
Notes
PO
Pickup Notes
Customer Name
Contact
Order Status
Created By
Updated By
Order Addresses
Accounting Number
Labels
Product Details
[Custom columns] created by an Administrator only.

Views

Save customised views to make them easily visible whenever the Sales Orders main page is opened.

🗒️ Note: saved views are user-specific and won't be visible to other Team Members.

Saving new views

Save views with commonly used filters.

After showing or hiding columns, applying filters, and sorting data, follow these steps to save view:

Select the Views dropdown
Click Save new view
Enter a name for the view
(Optional) Tick Set as your default view
Click Save.

🗒️ Note: default view is the one that automatically loads when opening the Sales Orders main page.

Editing saved views

To update columns, filters, or sorting in a saved view, follow these steps:

Select the Views dropdown
Click the view to edit
Make the necessary changes
Click Update to save the changes to the current view.

Deleting saved views

To delete a saved view, follow these steps:

Select the Views dropdown
Click the view to delete
Click Delete.

Columns of data

This allows flexibility to display only the most relevant information. Hide or unhide up to different columns of data for each order, including:

Customer Name
Created Date
PO #
Total
Created By
Status
Invoice Status
Assigned To
Billing Address
Contact
Cost
Delivery Address
Delivery Fee
Hours Estimated
Hours Worked
Install Address
Invoiced Date
Labels
Last Modified By
Last Modified Date
Linked Orders
Margin
Notes
Order Type
Pick Up Notes
Required Date
Total (excluding tax)
Accounting Order #
[Custom columns] created by an Administrator only.

🗒️ Notes:

Columns can be rearranged by dragging and dropping the column title to the desired location
Right-clicking a column displays options to sort, filter, hide, or move the column to the start or end of the Sales Orders main page.

Showing/hiding columns of data

By default, the columns displayed on the Sales Orders main page are Order #, Customer Name, Created Date, PO #, Accounting Order #, Total, Created By, Status, and Invoice Status.

Show columns

Select the column picker icon
Locate the data to be shown by searching or scrolling
Click the show icon
Changes are saved automatically to the current view.

Hide columns

Select the column picker icon
Locate the data to be shown by searching or scrolling
Click the hide icon
Changes are saved automatically to the current view.

Adding custom columns (can be created by Administrators only)

Add custom columns (can be created by Administrators only) to include specific fields for additional order data, such as Amount ($), Email, Number, Phone, or Text. These columns can also be displayed on Order Details page and in the customer's online view. Here's how:

Select the column picker icon
Click Add custom column
Enter a column name
Select the column type
Choose where the column will be displayed by toggling on or off
Save

🗒️ Notes:

Newly added custom columns appear at the end of the Dynamic Table
Custom columns added by an Administrator will be visible to all users who have access to the Sales Order main page
Each row in a custom column can be updated directly on the Sales Orders main page. Click the row next to an order, enter the details, then click outside the text box to save.

Editing custom columns

Right-clicking a custom column opens options to:

Edit (column type and display settings)
Delete
Sort column
Hide column
Move to start
Move to end

🗒️ Note:

If a custom column is hidden, it will still be available through the column picker icon
If a custom column type needs to be changed, Administrators can simply delete the existing custom column and add a new one with the correct column type.

Filters

Apply filters to narrow down the orders or jobs displayed. Available filters include:

Order #
Customer Name
Created Date
PO #
Created By
Status
Invoice Status
Assigned To
Billing Address
Contact
Delivery Address
Install Address
Invoiced Date
Labels
Last Modified By
Last Modified Date
Notes
Order Type
Pickup Notes
Required Date
[Custom columns] created by an Administrator only.

🗒️ Note: multiple filters can be combined, allowing for more complex and specific searches.

Applying filters

To apply filters, follow these steps:

Click the filter icon
Select a filter under the Where field
In the is field, the options will change based on the selected filter (e.g. if Status is selected, all available order statuses will be shown as options)
Click + add to include more filters if needed
Select Apply to filter the results

🗒️ Note: once filters have been applied, options to edit or reset the filters will become visible.

Sorts

Apply sorts to arrange the order of Sales Orders based on specific fields. Available sorts include:

Order #
Customer Name
Created Date
PO #
Created By
Total ($)
Status
Invoice Status
Billing Address
Contact
Delivery Address
Delivery Fee
Install Address
Invoiced Date
Last Modified By
Last Modified Date
Margin ($)
Notes
Order Type
Pickup Notes
Required Date
Total ($) excluding tax
[Custom columns] created by an Administrator only.

🗒️ Note: multiple sorts can be applied together to organise Sales Orders in a more detailed and specific order.

Applying sorts

To apply sorts, follow these steps:

Click the sort icon
Select a sort under the Sort by field
Select either Ascending or Descending
Click + add to include more sort if needed
Select Apply to sort the results.

🗒️ Notes:

Once sorts have been applied, options to edit or reset the filters will become visible
Sorts can be rearranged by dragging and dropping the chocolate bar icon next to the selected sort.