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Manage indirect sales orders
To access the Indirect Sales Orders feature, you need to have the role of
To access the Indirect Sales Orders feature, you need to have the role of:
- Administrator
- Boss
- Sales Admin
- Sales Manager
- Sales Person
Step 1: To access this feature, go to My Tasks > Sales Management > Sales Orders > Indirect Sales Orders
Step 2: Search for sales orders according to the search filter available.
Click Advanced Search to filter indirect orders by the necessary fields according to your needs:
- Click Search to display the sales orders you need to find.
- Click Reset to display your entire sales order list.
Step 3: Click on the sales order you want to see the detailed information
- Submitted: The distributor has sent the sales order to the customer
- Pending confirmation : Sales order is waiting for the customer’s confirmation
- Closed : The sale order has been completed.