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
