Customer Order History overview
Click on a Customer to view the Order History.
Locating this section in app: Sales > Customer > select a Customer
Order History page features
Order History is view of all Sales Orders placed by a Customer.
Customer's name
The Customer's name is at the top of the page.
Search
Search by Order numbers, Purchase Order numbers, Contacts, Created By, phone numbers etc.
🗒️ Note: adding a partial number in Search i.e. typing “61” will return any customer with “61” in their order number or purchase order number e.g. “610”.
Filters
Order Date and Invoice Date
Order Date and Invoice Date
Search for Orders by Order Date and/or Invoice Date.
🗒️ Note: you need to apply a From and To date if searching a date range.
💡 Tip: if you’re searching for all orders/invoices on 10th July 2024 double click the 10th July 2024 to set From and To dates as the 10th also.
💡 Tip for keyboard users: use Tab to navigate between each search feature i.e. type a PO # in the search box, press Tab to move to the Date box, hit Enter to open the box, press Tab, Tab and Enter to navigate to a certain year, continue to until you’re where you need to be.
Status
Status
Select from Invoice status ( the three (3) Invoice statuses are listed below:
Invoiced
Not Invoiced
Partial
Select from Status (the six (6) default Order statuses are listed below):
Archived (a default status)
Draft (a default status)
Quote (a default status)
Submitted (a default status)
Delivered (a default status)
Picked up (a default status)
"Other" statuses created (create Statuses)
🗒️ Note: Statuses are customisable (setting up and creating Statuses is here), other statuses could be:
Planning
In Progress
Ready for Collection/Pickup
Out for Delivery
💡 Tip: Invoice Status and Order Status work together as an "and" functionality i.e. Not Invoiced and Archived Sales Orders will appear in the list.
Checkbox
Select one or more (for bulk updates) Customers you want to make bulk updates to, using Checkboxes to Change Status or Archive.
Change Status
Change Status
Change the Status of one or more (for bulk updates) Sales Orders.
Select the checkbox align to the Sales Order/s.
Select the Change Status icon and make changes.
Archive
Archive
Archive orders using the Archive button or by using the kebab/other options.
Archive button:
Archive one or more Sales Orders by selecting the checkbox align to an Order.
Select the Archive button.
Kebab/other options:
Select the kebab/other options align on the Sales Order.
Archive.
🗒️ Notes:
A popup appears to undo the archive; if not undone the Order will be moved to Archived
Orders cannot be deleted, they are moved to Archived
View archived Orders, select
Sales>Sales Orders> Archived from the Statuses dropdown menuTo Unarchive Orders select the kebab/other options menu (beside an Archived Order )> Unarchive
Create a new Sales Order
Select Create Order.
Duplicate
Selecting Duplicate from the kebab/other options menu will duplicate the selected Sales Order with a new order number automatically assigned.
🗒️ Notes:
When duplicated an Order:
Will be Draft status (removing Invoiced if the original Order was already Invoiced)
Will 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)
Will have the same Products
Will not copy the Assigned to team members.
Sort
Sort columns in ascending or descending order.
View
Set the maximum number of results displayed on a page using the dropdown in the bottom right corner, and if required, use the arrows to navigate between pages.
🗒️ Note: maximum number of results that can be displayed per page is 35 results.
Opening a Sales Order
Click on any Sales Order to view it 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.
