Locating Individual Sales Orders
The Sales Order list allows you to search for customer orders by customer name, customer "tag", order date or other filters.
Click on Sales Order from your main, left vertical menu.
Click on the column headings in blue to sort ascending or descending to locate your order. 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 most current or listing the oldest first
- Start Ship Date - Sorts your Sales Orders by the date in which 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 for your order list for a specific customer name or sales order number.
Use filtering to search for your order based on any number of these attributes:
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 on the image below.
The benefits of using these filter is that you will be able to gain additional insight into the status of your orders that may help you make business decisions on next steps to move them forward through the process.
As an example, you may want to use the Not Yet Invoices filter to get a list of of Sales Orders that you need to create invoices for or the Awaiting Shipment filter for orders that 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 fulfillment.
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. Click all of the applicable Channels for your filter, then click "OK".
You may want to see all Sales Orders for a particular Agent. Use the All Agents drop down menu to select the name of the Agent you ant to filter on.
Locating Customer Sales History
You can also see the Sales History for a particular customer by bringing up your customer's profile (Contacts>Customers). The Sales History for all of their orders is at the bottom below their profile. Click on the Order number to bring up that particular order.