Timeline overview
View, search and filter system-generated, key events for the Sales Order.
View a timeline of:
Current status
Total time assigned
Time scheduled on the Order
Time in status
And any changes to the Order such as emailing Orders, and generating Invoices.
Locating this section in app:
Sales > Sales Orders > select a Sales Order or
Customers > select a Customer > select a Sales Order or
Global Search to locate an Order > Timeline
Timeline page features
Every page has the Sales Order # and Customer name at the top of the page.
Each Sales Order will also have Action buttons; these will differ depending on the stage the Order is at.
Sales Order action buttons explained.
🗒️ Note: the Close button will close the Order and save changes made, but not push the Quote or Sales Order through to your accounting package.
Timeline view
Use Search Timeline view
Filter by Event Type
