Sales Orders List

A sales order is a document generated by the seller specifying the details about the product or services ordered by the customer. Here you can find the list of orders that you had created before. The Orders are listed to proceed further movements. By default we are showing the outstanding orders, you can use the checkbox to uncheck and get all the orders in the system. 

The More filtering options are available you can work on it. The sales order can be used to create work order. and when the work order has done, it can be used to deliver the goods and services to the customer. The Sales order can be created from the new button, and also from order, you can proceed delivery, or work order to start manufacturing from the Sales order. 

The Orders List interface allows users to search and filter orders based on various criteria. The following fields and options are available:

• Reference: Enter the reference number associated with a specific orders to search for it directly.
• Date: Select a date range to filter orders based on their creation or validity dates.
• Location: Choose a specific location to narrow down orders relevant to that location.
• Item: Select an item from the dropdown list to filter orders containing that particular item.
• Salesman: Filter the orders by selecting a specific salesman responsible for the orders.
• Customer: Choose a customer to display only the orders associated with that particular customer.
• Status: Filter orders based on their current status, such as overdue, open, or ordered.

After setting the desired filters, click the Search button to display the list of orders that match the selected criteria.

Sales Orders List Table

• Order #: Displays the unique identifier for each order.
• Customer: Shows the name of the customer associated with the order.
• Branch: Indicates the branch from which the order was issued.
• Cust Order Ref: Displays the customer order reference, if applicable.
• Order Date: The date on which the order was placed.
• Required By: The date by which the order needs to be fulfilled.
• Delivery To: The destination to which the order is to be delivered.
• Order Total: The total value of the order.
• Status: Displays the current status of the order.
• Share Sales Order: The "Share" feature allows users to easily share a specific sales order with others through different channels. When you select this option, the following details and actions are available:
•      Transaction Type: Indicates the type of transaction, in this case, "Sales Order."
•      Reference: Displays the reference number associated with the sales order(e.g., 005/2024).
• Sharing Options:

1. Copy Link: Click this option to copy a direct link to the sales order. You can then paste this link into any platform or document to share the order with others.
2. View Transaction: Select this option to view the full details of the sales order. This allows you to review the transaction before sharing or taking further action.
3. Mail: Use this option to send the sales order directly via email. This is a convenient way to share the order with customers or colleagues.
4. WhatsApp: Click this option to share the sales order through WhatsApp. This enables you to quickly send the order to contacts via the popular messaging app.

• More Menu Options : The "More" menu provides additional actions that can be performed on a selected sales order. The following options are available:

1. Edit: Select this option to modify the details of the sales order. This allows you to make changes before finalizing or sharing the document.
2. Dispatch: Click this option to convert the sales order into a sales delivery. This is useful when the customer approves the order and you want to proceed with the dispatch process.
3. Mail: Choose this option to send the sales order via email. This is a quick way to share the order with customers or internal stakeholders.
4. Print: Click this option to print a hard copy of the sales order . This is ideal for record-keeping or providing a physical copy to the customer.
5. Void: Select this option to void the sales order . This action is typically used if the order is no longer valid or was created in error, ensuring it won't be processed further.

If no records match the search criteria, a message stating "No records" will be displayed.