Customer Order History overview
Click on a Customer to view the Order History.
Order History is view of all Sales Orders placed by a Customer.
Locating this section in app: Sales > Customers > select a Customer.
Order History page features
The Customer's name is at the top of the page.
Use search and filters to create a view to archive and duplicate Orders.
Search Orders
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”.
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 2023 double click the 10th July 2023 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
Select from Status (the six (6) default 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)
💡 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.
🗒️ 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
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 the Status of one or more (for bulk updates) Sales Orders.
Select the Sales Order/s > Change Status
Archive
Archive one or more Sales Orders using the checkbox, and/or use the kebab/other options menu to Archive one Order.
🗒️ Note: 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.
To view archived Orders, select Sales > Sales Orders > Archived from the Statuses dropdown menu.
To 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.
🗒️ Note: when duplicated anOrder:
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.
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.
