Order History
The order history page shows the history of orders made by that particular client. The top of the page displays the client name, the CRM ID and ERP ID, and address. This page is for customers only (not leads).
Client's Orders
The displayed information for the orders in the order history includes:
- Status and Origin (for origin, either CRM or e-commerce)
- Order #
- Assigned Rep
- Submitted By
- Date Placed
- Date Last Updated
- Number of Lines
- Total and Subtotal
- Tax
- Freight
- Discount
There are a number of ways to search, filter, and sort the displayed data, including:
- Search bar. Users can search by order number or client name.
- Start and End Dates. Users can filter data based on when the order was placed.
- Sorting Criteria. The “Sort by” dropdown menu lets users sort by created date (new-old or old-new), total (high-low or low-high), or client name (A-Z or Z-A).
- Sales Rep. Can filter to a single sales rep’s orders or include all orders.
- Status. Can filter based on the order’s status. Statuses include unsubmitted, pending, sent to ERP, approved, shipped, held, cancelled, approval required, override rejected, or submitted.
The default sort is date (New-Old).
To return the displayed information to the default settings, click the “Reset” button.
Note: Sales reps can only see their own orders, meaning orders they have submitted, or orders placed by clients that are assigned to that sales rep.
Main Page -- Clients
Updated 3 months ago