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 >TimelineorCustomers> select a Customer > select a Sales Order >TimelineorGlobal Search to locate an Order >
Timeline
Timeline page features
Sales Order # and Customer name
Every page has the Sales Order # and Customer name at the top of the page.
Action buttons
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.
Search Timeline
Search by Sales Order status.
Filter by event type
General
PDF Generated
Status changed
Notification
Timeline summary
Detailed summary of the timeframe Details when the Order switches to another status, Time Assigned to Order, Time Scheduled on Order and Time in Status.
Timeline view
View the journey of an order chronologically until it is delivered.
