Orders - Searching Orders


Step     Action
 1.        Select {Quotes/Orders}. The page should open on the Orders tab.

 2.         The search criteria that can be used include:

Field

Action

Type
Select a Type from the drop-down menu.

Order Number
Enter full Order Number.

Order Name
Enter in the full or partial Order Name.

Customer Name
Enter in the full or partial Customer Name.

Customer Number

Enter in the full or partial Customer Number.

Contact Name
Enter in the full or partial Contact Name.

Status

Select some Status options from the drop-down menu.

Receiver
Select a Receiver option from the drop-down menu.

Sales Rep
Select a Sales Rep option from the drop-down menu.

CSR
Select a CSR option from the drop-down menu.

Order Date

Select an Order Date using the pop-up calendar.

Posted Date
Select a Posted Date using the pop-up calendar.

Payment Date
Select a Payment Date using the pop-up calendar.

PO Number
Enter in the full or partial PO Number.

Tags
Select some Tags options from the drop-down menu.

Has Balance
Select Yes or No if the order has a balance.

Total
Select a range for the order Total by entering a value in the Low and High fields.


 3.        Once Search criteria has been entered, select {Search}. To clear all search

          criteria, select {Clear}.