Overview
The Order History page lists every quote and sales order linked to a customer, with search, filters, sorting, and bulk actions for status updates and archiving. Use it to find a specific order, change statuses across multiple orders, or quickly see a customer's full purchase history.
👥 Access Permissions
Only users with access to Customers can view the Order History page. Review user roles before granting access.
📍 Location in the app
Sales>Customers> select a customer >Order historyGlobal Search > search for a specific customer >
Order history
Key features
Customer name
The customer's name appears 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
Three filter types are available:
Order Date / Invoice Date
Filter orders by a 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 the From and To fields.
Use Tab to move between filters.
Status
Filter by Invoice Status, default Order Status, or any Custom Status added via Workflow.
📝 Note
Invoice Status and Order Status filters are combined using AND logic. For example, selecting Not Invoiced and Archived returns orders matching both conditions.
Checkbox (bulk actions)
Use the checkboxes to select multiple orders for bulk Change Status or Archive actions.
Use checkboxes to select multiple Order and perform bulk Change Status or Archive actions.
Change status
Tick the checkbox next to each submitted order.
Click the Change Status icon.
Select the new status.
📝 Note
Orders in Draft or Quote status cannot be updated in bulk.
Archive in bulk
Tick the checkbox next to each order or quote to archive.
Click the Archive icon.
📝 Note
A pop-up appears with an option to undo the archive.
Create Order
Click Create Order to start a new sales order for the selected customer.
Sort
Sort columns (e.g. Order Number, Date) in ascending or descending order.
⋮ (more options) menu
Use the ⋮ (more options) menu next to an order to archive or duplicate it.
Rows per page
Choose how many results appear per page using the dropdown.
📝Note
The maximum rows per page is 35.
Pages
Use the navigation arrows at the bottom of the table to move between pages.
