Q: Who can access the Sales Orders page?
A: Access is available to users with the following roles:
Administrator
Power User
Standard User
Standard User No Invoicing
Standard User No Pricing
Q: How can Archived Sales Orders or Cancelled/Archived Quotes be accessed?
A: Follow these steps:
Click the filter icon
Under the Where field, select
StatusUnder the is field, select Archived
Click
Apply.
Q: Why are Views created by colleagues not visible on the Sales Orders page?
A: A maximum of 100 rows (combined Quotes and Sales Orders) can be displayed per page.
Q: How many Quotes or Sales Orders can be displayed on the Sales Orders page?
A: Maximum of 100 rows per page can be display that means 100 Quotes and Sales Orders.
Q: Why is the option to add a Custom Column not available?
A: Only users with Administrator access can add Custom Columns. Access level can be checked by selecting the avatar icon; the role will appear below the user name.
Q: Can a Quote or Sales Order be deleted?
A: Deletion is not supported. Quotes or Sales Orders can be archived or reused by changing the assigned Customer.
Q: Can the numbering order of Quotes or Sales Orders be changed?
A: Yes. To update the starting number, contact support at support@factory.app or message the team via the in-app Messenger.
Q: Will a duplicated Quote or Sales Order keep the same number?
A: No. A new, unique number will be automatically assigned to each duplicated Quote or Sales Order.
Q: Can additional fields or custom information be added to PDF documents (e.g. Quote, Proforma Invoice, Invoice, Partial Invoice, Work Order or Deliver Docket)?
A: Yes. Document layouts can be customised via Settings > Document templates. Administrator access is required.
Q: Why does the Preview/Print option not respond when selected?
A: This may be due to browser pop-up settings. To resolve:
Click the browser's pop-up blocker icon
Select Always allow pop-ups and redirects from [Factory URL]
Click Done.
