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Main Page (Sales Orders)

Find, filter, and act on every Quote and Sales Order from one centralised view.

Overview

The Sales Orders page provides a centralised view of all current Quotes and Sales Orders, with a dynamic table designed for fast filtering, sorting, and view customisation. Saved views, custom columns, and bulk actions make it the day-to-day workspace for sales coordinators tracking jobs through the pipeline.

📍Location in the app

  • Sales > Sales Orders

👥 Access Permissions

Key features

Search

Search supports partial matches across every field on a Sales Order, allowing items to be located quickly regardless of which field contains the search term. Searchable fields include:

  • 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

Saved Views remember a combination of filters, columns, and sorting, allowing sales coordinators to switch between common ways of looking at the same data without rebuilding the setup each time.

📝Note:

  • Saved Views are visible only to their creator, keeping team setups uncluttered.

Save a new View

  1. Apply the desired filters, columns and sorting

  2. Click the dropdown arrow next to Views

  3. Select Save new view

  4. Enter a name for the view

  5. (Optional) Tick Set as your default view to load this View automatically when opening Sales Orders.

  6. Click Save.

Edit a saved View

  1. Apply the changes (filters, columns, sorting).

  2. Click the dropdown arrow next to Views.

  3. Hover over the View name and click Edit.

  4. Update the name if needed, then click Update.

Delete a saved View

  1. Click the dropdown arrow next to Views.

  2. Hover over the View name and click Edit.

  3. Select Delete.

✋ Warning:

  • Deleted Views cannot be restored.

Columns

Columns can be added, hidden, or rearranged in two ways: through the Column Picker button (for batch changes) or by right-clicking any column header (for single-column changes).

Default columns shown

By default, the Sales Orders page displays:

Order #, Customer Name, Created Date, PO #, Accounting Order #, Total, Created By, Status, and Invoice Status.

Columns available to show

The following columns can be added to the view:

  • Customer Name

  • Created Date

  • PO #

  • Accounting Order #

  • Total ($)

  • Created By

  • Status

  • Invoice Status

  • Contact Email

  • Contact Mobile

  • Contact Phone

  • Labour ($) actual

  • Labour ($) estimated

  • To be invoiced ($)

  • Total Linked PO Cost ($) excl. tax

  • Payment terms

  • Quote Created Date

  • Invoiced to date ($)

  • Assigned To

  • Billing Address

  • Contact Name

  • 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 ($) excl. tax

  • Custom columns (created by an Administrator)

See Custom Columns for details on creating custom columns.

Show a column (Column Picker)

  1. Click the Column Picker button.

  2. Use the search bar or scroll to find the column.

  3. Click the show icon next to the column name.

How to hide a Column

  • Via Column Picker: Click the Column Picker button, find the column, and click the hide icon.

  • Via right-click: Right-click the column header and select Hide column.

Rearrange columns

  • Via drag and drop: Drag the column header to a new position in the table.

  • Via right-click: Right-click the column header and select Move to start (places the column directly after Order #) or Move to end (places it at the far right).

Right-click options on column headers

Right-clicking a column header opens a context menu with options based on the column type.

Default columns offer:

  • Sort column (ascending or descending)

  • Filter column (narrow results to specific criteria)

  • Hide column (temporarily remove from view)

  • Move to start (position directly after Order #)

  • Move to end (position at the far right)

Custom columns offer the same options as default columns, plus:

  • Edit (modify column settings or data type)

  • Delete (permanently remove the column)

Numeric columns (Order #, Total (),Cost(), Cost ( ),Cost(), Delivery Fee, Hours Estimated, Hours Worked, Margin (),Total(), Total ( ),Total() excl. tax, Amount ($), and any custom column set to a Number type) offer additional analytical options:

  • Display average (shows the average value of the column at the bottom)

  • Display total (shows the sum of all values at the bottom)

Filters

Filters narrow the table to specific criteria, supporting both single-condition filtering (e.g. all Delivered orders) and combined conditions (e.g. all Delivered orders for a specific Customer). 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)

Apply filters

  1. Click the Filter icon.

  2. In the Where field, select the filter criterion (e.g. Status).

  3. In the is field, choose from the available options (e.g. Delivered, In Progress).

  4. Click Apply.

📝Notes:

  • Multiple filters can be combined by clicking + add. For example, filter for Delivered orders and a specific Customer in one view.

  • Once filters are applied, a Reset option appears to clear all active filters.

Sort

Sort orders the table by one or more fields, ascending or descending. Available sort fields 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.

Apply sorts

  1. Click the Sort icon.

  2. In the Sort by field, select a sort option (e.g. Order #).

  3. Choose Ascending or Descending.

  4. Click Apply.

📝Notes:

  • Multiple sorts can be combined by clicking + add. For example, sort by Order # then by Created Date.

  • Once sorts are applied, a Reset option appears to clear all active sorts.

Editable fields

Several order fields can be edited inline from the Sales Orders main page, saving the click-through to each individual Quote or Order when making routine updates. Inline editing keeps sales coordinators in the table view they're working from, especially when updating multiple orders in one sitting. The fields that support inline editing are:

Assigned To

  • Click the existing assignee's initials, or the blank space if the order is unassigned, to assign or change the Team Member responsible for the order.

Labels

  • Click the Labels cell to add, change, or remove a Label on the order. The set of available Labels (creating new ones, editing existing ones, deleting unused ones) is managed separately from the Label menu.

Notes

  • Click an existing note, or the empty field if there is none, to add or edit a note. Click outside the text box to save.

Status

  • Status can be updated inline only when the order is in Submitted state. Click the status badge and select the new Status from the available options.

Custom Columns

  • Custom columns added by an Administrator can be edited directly from the Sales Orders main page, regardless of the column's data type. This allows shop-specific fields (e.g. internal job number, scheduling notes, business-specific references) to be maintained without opening each order. See Custom Columns for how to create and configure custom columns.

Options menu

The Options button applies an action to one or more selected orders (see Checkboxes). Three actions are available: Change Status, Archive, and Export data to Excel.

Change Status

Status can be changed in bulk for any order or quote that is not in Draft state.

  1. Tick the checkboxes next to the orders that need a status change.

  2. Select Options > Change Status.

  3. A confirmation appears once the change is complete.

Archive

Multiple orders or quotes can be archived in one step without opening each individually.

  1. Tick the checkboxes next to the orders to be archived.

  2. Select Options > Archive.

  3. A confirmation appears once the change is complete, with an option to Undo.

📝Note

  • Right-clicking an order row on the Sales Orders main page also provides quick options to Archive or Duplicate the order.

Export data to Excel

Two export options are available:

  • Export Current View: Exports the Sales Orders table exactly as currently shown, including active filters, sorts, and custom columns.

  • Export Full Table: Exports every order in the workspace, ignoring filters and sorts applied to the current view.

Create order button

Select Create order to open a new Sales Order with a unique order number in the Order Details page.

Checkboxes

Tick one or more checkboxes to select Quotes or Sales Orders for bulk action via the Options menu (Change Status, Archive, or Export).

Table navigation

Hyperlinks

The Order #, Customer Name Linked Orders fields are clickable hyperlinks:

  • Click to open the Order Details tab (Order #) or the Customer's Order History tab (Customer Name).

  • Right-click to open the link in a new browser tab for easier multitasking.

Rows per page

Adjust how many records appear per page using the dropdown at the bottom-left of the table. Save the preferred row count as part of a View for consistency across sessions.

📝Note:

  • The maximum rows per page is 100.

Pages

Use Previous or Next at the bottom of the table to navigate between pages.

Related Articles
Order Details
Linking Orders to a Sales Order
Sales Order Timeline
Customers: Order History
Workflow
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