Overview
The Sales Orders provides a centralised view of all current Quotes and Jobs/Orders. It features a powerful, dynamic table designed for easy filtering, sorting and customisation of data.
📍Where to find it in the app: Sales > Sales Orders
👥 Access Permissions: Only users with access to Sales Orders can view Sales Orders main page. Please review user roles prior commencing.
Key features
Use search, views, columns, filters, sorting, options, create Sales Orders, checkboxes, hyperlinks, rows per page, and pages.
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
Create and save customised Views to quickly access preferred filters, columns, and sorting whenever the Sales Orders page is opened.
📝Note: saved Views are only visible to the creator, keeping team setups uncluttered.
How to save a new View
Apply the desired filters, columns and sorting
Click the dropdown arrow next to
ViewsSelect
Save new view
Enter a name for the view
(Optional) Tick
Set as your default viewto make it the default when opening Sales OrdersClick
Save.
How to edit a saved View
Apply the necessary changes (filters, columns, sorting)
Click the dropdown arrow next to
ViewsHover over the View name and click
editUpdate the name if needed, then click
Update.
How to delete a saved View
Click the dropdown arrow next to
ViewsHover over the View name and click edit
Select
Delete.
✋ Warning: deleted Views cannot be restored.
Column picker button
The Column Picker allows flexible control over are displayed on the Sales Orders page, helping focus only on the most relevant data. Columns that can be shown or hidden include:
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.
How to show a Column
By default, these columns displayed:
Order #, Customer Name, Created Date, PO #, Accounting Order #, Total, Created By, Status, and Invoice Status.
To show additional columns:
Click the Column Picker button
Use the search bar or scroll to find the column
Click the show icon next to the column name
Changes save automatically to the current view.
How to hide a Column
Option 1: Using Column Picker
Click the Column Picker button
Find the column to hide
Click the hide icon.
Option 2: Right-Click Method
Right-click the Column header
Select Hide column.
How to rearrange Columns
Option 1: Drag & Drop
Drag the column header to a new position within the table.
Option 2: Right-Click (Move to Start/Move to End)
Right-click the Column header.
Select:
Move to start – places the column just after the Order # column
Move to end – places the column at the far right
Filters
Use Filters to narrow down Quotes and Sales Orders based on specific criteria. 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.
How to apply filters
Click the Filter icon
Under the
Wherefield, select the filter criteria (e.g. Status)In the
isfield, choose from the available options (e.g. Delivered, In Progress)Click
Applyto filter the results.
📝Notes:
Multiple filters can be combined for advanced filtering (e.g. Delivered orders for a specific Customer) Click
+ addto include additional filters as needed
Once filters are applied, a
Resetoption will appear to clear all active filters.
Sort
Sort Quotes or Sales Orders to organise data 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.
How to apply sorts
Click the Sort icon
In the
Sort byfield, select a sort option (e.g. Order #)Choose
AscendingorDescendingorderClick
Applyto sort the results.
📝Notes:
Multiple sorts can be combined for advanced sorting (e.g. Order # and Create Date) Click
+ addto include additional filters as needed
Once sorting are applied, a
Resetoption will appear to clear all active filters.
Options menu
From the Optionsbutton, the following actions are available:
Change Staus
Archive
Export data to Excel.
Create order button
Select Create order to create/open a new Sales Order, with a unique order number in the Order Details page.
Checkboxes
Select one or more (for bulk updates) Quotes or Sales Orders and use Options features to make changes to Status, Archiving, or Exporting data.
Hyperlinks
Order # and Customer Name fields are clickable hyperlinks for quick navigation:
Click to open the Order details tab or the Customer's Order History tab.
Right-click to open the link in a new tab for easier multitasking.
Rows per page
Adjust how many records display using the dropdown (bottom left). Save as part of a view for consistency.
📝Note: maximum number of results that can be displayed per page is 100.
Pages
Use Previous or Next to navigate between pages.
