Overview
Click on a customer to view all associated Sales Orders.
📍Where to find it in the app:
Sales>Customer> select a Customer >Order historyor use Global Search > search for a specific customer >
Order history
👥 Access Permissions: Only users with access to Customers can view Customers main page. Please review user roles prior commencing.
Key features
Order history page provides a complete view of orders, their statuses, created and required dates, and actions such as archiving or updating.
Customer name
Displayed at the top of the page.
Search
Search by:
Sales Order #
Purchase Order #
Contact name
Created by date
Phone numbers
🗒️ Note: partial matches are supported. For example, typing “61” returns results like “610”.
Filters
Order Date
Invoice Date
Status
Order Date / Invoice Date
Filter orders by date range.
📝 Note: both From and To dates must be selected.
💡 Tips:
To filter by a single day, double-click the date (e.g. 10 Aug 2025) to apply it to both fields (From and To)
Use Tab to move between filters:
Type an Order Number
Press Tab to move to the date filter
Press Enter to open the calendar and select a date
Status
Filter by Invoice Status, Default Order Status, or any Custom Status added via Workflow.
📝 Note: Invoice Status and Order Status are combined using "AND" logic. For example, selecting Not Invoiced and Archived will return orders matching both.
Checkbox (Bulk Actions)
Use checkboxes to select multiple order and perform bulk Change Status or Archive actions.
Change status
How to change orders status in bulk:
Tick the checkbox next to submitted orders
Click the Change Status icon
Select the new status.
📝 Note: orders in Draft or Quote status cannot be updated in bulk.
Archive
How to archive orders in bulk:
Tick the checkbox next to relevant orders or quotes
Click the Archive icon
📝 Note: a popup appears allowing the archive to be undone
Create Order
Click Create Order to generate a new Sales Order for the selected customer.
Sort
Sort columns (e.g. Order Number, Date) in ascending or descending order.
Kebab menu
Use the kebab icon next to an order to archive or duplicate the order.
View options
Choose how many results to show per page (up to 35). Use navigation arrows to move between pages.
📝Note: maximum number of results per page is 35.