Sales Orders page overview
The Sales Orders page displays all your current Quotes, Orders and Jobs in a Dynamic Table, to offer advanced Views, with better tools for sorting, filtering, and customising data.
Locating this section in app: Sales > Sales Orders
Sales Orders page features
Search orders
Search all data on the Sales Orders page except for numbers and amounts ie $ values, numbers with decimals places etc.
🗒️ Note: Search allows a partial search of Customer Name, Assigned to, Created by, Status, Sales Order number and Purchase Order number etc.
Views
Save personalised custom views based on your area of focus.
🗒️ Note: Views are not visible to other Users/Team Members in your account.
Columns of data
Show or Hide columns to display/view default data on your Orders ie Labels, Assignees etc.
Select
Add custom columnsto create custom fields to display information on the Sales Orders page and/or on your Orders
Add Custom Columns
Create Custom Columns for non-default/additional information you'd like to display on the Sales Orders page and/or on Orders.
Adding a custom column creates a field to add to an Order.
Select Add custom column
Enter a column name
Select a column typefrom the dropdown optionsSelect to display the new column/field on Sales Orders
Select to provide Customers with a view online
Select
Saveto save orCancelto cancel creating a new column
Filters
Apply Filters to refine and display relevent Quotes and Sales Orders.
Sort
Sort results in ascending or descending order based on your selected Filter and/or Column.
Options button
Select Options to:
Change the Statusof a Submitted orderArchive orders
Export raw data as an Excel/xlsx file.
Create order button
Select Create order to create/open a new Sales Order, with a unique order number in the Order Details page.
Dynamic Table features
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.
Rows per page
Set the maximum number of orders displayed on a page using the dropdown in the bottom left corner, and save a new View to retain the number of rows/Orders to be displayed.
Use the arrows to navigate between pages.
Column headings
Move your cursor over a column heading to find and select the Sort button
Right click mouse to access:
Sortto sort the contents of the column in ascending or descending orderFilterto access Filter optionsHideto hide the column from the tableMove to startto move the column to the first column (after the Order # default-column) in the tableMove to endto move the column to the last column in the table.
Making changes to Quotes and Sales Orders on the Sales Orders page
Archive and Duplicate
Right click any Order to Archive or Duplicate.
Archive
Selecting Archive will archive the selected Sales Order and remove it from the default view.
Duplicate
Selecting Duplicatewill duplicate the selected Sales Order with a new order number automatically assigned.
🗒️ Notes:
When duplicated, an Order will:
Return to Draft status (removing Invoiced if the original Order was already Invoiced)
Be under the same Customer (this can be changed once the Order has been Submitted as either a Quote or an Order via Options > Change Customer)
Have the same Products
Not copy the Assigned to team members.
Opening a Sales Order
Click anywhere on a row (except for on editable cells) to view and/or edit a Sales Order in the Order Details page.
🗒️ Note: opening a new or existing Order takes you through to the Order Details page, with Collaborate, Checklists, Tracking, Linked Orders and Timeline features.
Editting a Quote or Sales Order on the Sales Orders page
The following Quote/Sales Order information is editable on the Sales Orders page:
The
Statusfor any Submitted status Sales Order or Job. Select Submitted and choose another Status to move a Job to another status in Workflow.
Labels: select a
Labelor white space in the Labels column to select or replace a Label
Assign to: select an
Assigneeto edit existing Assignees or white space to select an AssigneeAny
Custom columnyou create, is editable on the Sales Orders page