The Sales Order list allows you to search for customer orders by customer name, customer "tag", order date or other filters.
To open sales orders, navigate to Order Management >> Sales Orders
You can sort orders based on Customer name, Season, Brand, Order number, Status, Order date, Start ship date, and Cancel ship date.
The sort feature is on a toggle meaning that if you click the column heading once it will sort ascending and if you click it again it will sort them descending. These are the fields that you can sort:
Customer Name - Sorts customer orders by customer name from A-Z or from Z-A
Season - Sorts your product's Seasons by Season name from A-Z or from Z-A
Order Number - Sorts your Sales Orders by number from smallest to largest or largest to smallest
Order Date - Sorts your Sales Orders by order creation date from the most current or listing the oldest first
Start Ship Date - Sorts your Sales Orders by the date they should be shipped with the dates closest to the current date or with the older dates listed first.
Use the Search feature to Filter your order list for a specific customer name or sales order number. You can also search using order tags.
Use filtering to search for your order based on any number of these attributes: Seasons, sales status, channels, agents, brands, source of order (manual, Shopify, etc.), order and ship date, payment terms, and originating warehouse.
The "All Seasons" drop down menu allows filtering of Sales Orders by a particular Sales Order's Season. These are "Sales Order" seasons not "Product" seasons as you may have a Sales Order with products from multiple Product Seasons on one Sales Order. The Sales Order Season is the Season listed at the top of the Sales Order as shown in the Blue box below.
Note: if your Sales Order is in the wrong season, you can change that by clicking on that Sales Order Season and selecting a different one.
The "All Sales" drop-down menu allows filtering of Sales by multiple options. The default is "All Sales". However, if you click on the drop-down menu, you will see the additional options as illustrated in the image below.
The benefit of using these filters is that you will be able to gain additional insight into the status of your orders that may help you make business decisions on the next steps to move them forward through the process.
For example, you may want to use the Not Yet Invoices filter to get a list of Sales Orders that you need to create invoices for or the Awaiting Shipment filter for orders you need to perform Shipments against. You may want to use the Awaiting Payment filter to see which Sales Orders have not been paid.
The Unconfirmed Sales may be a reminder to complete a task (e.g. call the customer for a billing or shipping address) so that you can Confirm the order.
The Confirmed & Open may be a reminder to follow up on a Production Order for fulfilment.
The Season, Sales and Agents filters allow you to select one item from each of the menu options. However, the All Channels drop-down menu allows you to select multiple pricing Channels. Select your intended channel by clicking the checkbox next to it. Keep in mind that you can select multiple channels at once.
You may want to see all Sales Orders for a particular Stylist. Use the All Stylist drop-down menu to select the stylist you want to filter for.
Locating Customer Sales History
You can also see the Sales History for a particular customer by bringing up your customer's profile Customer Relationship >> Customers. Scroll down a bit to the Sales History section. There, you will see all the customer's orders. Click on the Order number to bring up that particular order.