Orders

Description

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 table properties/columns can be customized based upon business needs, and may include fields such as:

• 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

There are a number of ways to search, sort, and filter the displayed data including:

• Keyword Search (Users can search by order number or client name or ERP number.)
• Start Date
• End Date
• Sort By (dropdown):
  • Date (New - Old) (default)
  • Date (Old - New)
  • Client Name (A - Z)
  • Client Name (Z - A)
  • $ Total (High - Low)
  • $ Total (Low - High)
• Sales Rep (dropdown)
• Status (dropdown)
  • Unsubmitted
  • Pending
  • Sent to ERP
  • Approved
  • Partially Shipped
  • Shipped
  • Held
  • Cancelled
  • Approval Required
  • Override Rejected
  • Cancellation Requested
  • Submitted
• Origin (multi-select dropdown):
  • Select All
  • CRM
  • ERP
  • ECOMM
  
  

To return the displayed information to the default settings, select the Reset button.

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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.

Orders Sub-Pages List

1. Order Details
2. Order Quantity Allocation
3. Order Editing
4. Order Fulfillment