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
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.
ποΈ 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
dropdownClick
Save new view
Enter a name for the view
(Optional) Tick
Set as your default view
Click
Save
.
ποΈ 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
dropdownClick 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:
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.
ποΈ Notes:
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.
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.
ποΈ 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
fieldIn the
is
field, the options will change based on the selected filter (e.g. ifStatus
is selected, all available order statuses will be shown as options)Click
+ add
to include more filters if neededSelect
Apply
to filter the results
ποΈ 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.
ποΈ 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 neededSelect
Apply
to sort the results.
ποΈ Notes:
Options menu
Options menu includes the following actions:
Change Status
Update two (2) or more order status one time, here's how:
Tick the checkbox next to the orders that need a status change
Click
Options
Select
Change Status
Choose the new status to apply for the selected orders.
ποΈ Note: change Status option is only available for Submitted orders.
Archive
Move two (2) or more order to Archive, here's how:
Export
Allows exporting raw data as an Excel file, hereβs how:
Click
Options
Select
Export
Create order
Select Create order
to start a new order.
Rows per page
Set the maximum number of results per page using the dropdown.
ποΈ Note: maximum number of results that can be displayed per page is 100.
Pages
Use Previous
or Next
to navigate between pages.