Filter and search of Sales Orders list

Tap on to Filter on the Sales Order Screen:

The filter will help you find out suitable Purchase Orders much more easily. We provide a filter with 3 different criteria, including:

  • Status of Sales Order / Customer’s Purchase Order:
    • Draft: Sales order has been created and is on track but has not been sent to the customer.
    • Submitted : The sale order has been sent successfully to the customer. The status of the sales order, when sent to the customer, becomes the Customer Purchase Order.
    • Pending Confirmation: The order is waiting for the Customer to confirm the information
    • Confirmed: Customer / Distributor has confirmed this order
    • Rejected: Customer / Distributor has rejected this order
    • Closed: The order has been completed
    • Canceled: The order has been canceled

  • Delivery status
  • Payment status
  • Customer’s PO status
  • Order date
  • Delivery Date
  • Customer
  • Salespeople

Step 1: Please filter to search Sales Orders (SO) list

  • Collapse filter
    • Type SO number
    • Time create SO: Today/ Weekly/ Monthly/ All
    • Status
  • Expand filter
    • Type SO number
    • Status of Sales Order
    • Customer Status
    • Salesperson
    • Order date
    • Delivery Date
    • Customer

Step 2: Click the Search button to display the SO that you need to find

Step 3: Click the Reset button to display all SO of the Company

Note: For every role, you will manage a different list of SO. If you are

  • A Salesperson will view a list of SO you create and manage
  • The sales team leader/ Sales Manager will view an entire list of SO of all salespeople you manage
  • Boss/ Sales Admin/ Administrator/ Super Administrator will view an entire list of SO of the Company