Orders
The orders main page displays all orders that have been placed in a format where vital information is easily seen and data can be filtered or sorted for desired results.
The displayed information includes:
- Status and Origin
- Client Name
- Order Number, ERP Number
- Assigned Rep, Submitted By
- Date Placed, Date Last Updated
- Lines on the Order
- Subtotal
- Tax, Freight, Discount
- Total GP, Outside GP
Orders List
There are a number of ways to search, filter, and sort the displayed data. Those ways include:
- Search bar. Users can search by order number or client name or ERP number.
- 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 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.
Updated 8 months ago