Sales Orders List
The Sales Order List shows all orders created in the system. From here, you can filter, review, share, edit, print, or manage order transactions easily.
Filters Section
Filters help you quickly find specific orders.
- Reference: Enter the order reference number to search for a particular order.
- Date Range: Filter orders between specific From and To dates.
- Location: Filter based on delivery location selected in order.
- Items: Filter based on Items added in Order.
- Salesman: View orders created by a particular salesman.
- Customer: Select any customer from the drop down list to filter their orders. In Our system user can select all customer option to get all customer's details.
- Status: Filter orders based on order's status.
- Branch: User can filter the order list by branch. This branch filter will be display only enable batch system on setup. Setup -> Preference -> Use Branches Only.
- Department: User can filter the order list by department. This department filter will be display only enable department system on setup. Setup -> Preference -> Use Branches and Department.
New Order
Next to the filter system have New Order Button. Once user clicks it, the direct sales order will be open.
Order Table
This table contains data based on applied filters.
- Reference: Order reference number. Clicking it opens the detailed View page of that Order.
- Customer: Shows the customer's name. Clicking the name opens the customer's detail view page.
- Branch: Branch under which the order was created.
- Cust Order Refer: Customer's reference number entered during order creation.
- Order Date: order creation date.
- Required By : Payment due date defined in the order.
- Delivery To: Delivery address or customer location for the order.
- Order Total: The Total Amount of Order.
Order Status
- Open: The Normal Order created with Cash Only / Pay later payment term.
- Delivered: The Order's total quantity is delivered completely.
- Partially Delivered: The Order Delivered Partially.
- Prepaid: The Prepayment of the order complete.
- Paid: The total amount of order paid.
- Draft: The Order Saved and Not finalized.
Share Link Option
Clicking Share Link opens a pop-up window where you can:
- Share via Email
- Share via WhatsApp
- Copy Order link
More Options (Action Menu)
Each order has a More dropdown menu with the following actions:
- Edit: Modify order details.
- Delete: Delete the order (recommended if major mistake exists).
- Delivery: Make Delivery from the Order.
- Print: Print the order.
- Mail: Send order by email.
- PrePayment: This action button will appear only for prepaid order. This helps the user do pre payment.
- Pre payment order: This action button will appear only for prepaid order. This helps the user do order for pre paid order.
- Work Order: This button only appears for if sales order have manufacture item. By this user can do work order for this invoice if needed.