The Orders tab can be used: 

  • To search and locate an order or group of orders
  • To action an order
  • To bulk action orders
  • To export an order list


Note: Access to these functions will vary based on the user's security settings.



Searching Orders


Note: Clicking on the spyglass icon will toggle the search filter panel to hide or display. 


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

  2.       The search criteria that can be used include:

FieldAction
Order NumberEnter full Order Number.

Note: Contains only numbers. If you elect to change the numbering convention of your order numbers in the future (e.g.: to begin at a specific higher number and to count from there), it's important to note that Order numbers follow the int32 structure and can only go up to a maximum order number 2,147,483,687. This is also the highest searchable number.
Order NameEnter in the full or partial Order Name.
Customer NameEnter in the full or partial Customer Name.
Customer NumberEnter in the full or partial Customer Number.
Contact NameEnter in the full or partial Contact Name.
Status
Select some Status options from the drop-down menu.

Note: Statuses are an easy way to visually identify what is occurring/has occurred on an order, at-a-glance, when you are searching. They appear as small colorful icons under the status column and can be modified. 
ReceiverSelect a Receiver option from the drop-down menu.
Sales RepSelect a Sales Rep option from the drop-down menu.
CSRSelect a CSR option from the drop-down menu.
Order Date
Select an Order Date timeframe from the drop-down or select {Custom Range} to specify a date range using pop-up calendar.
Posted DateSelect a Posted Date timeframe from the drop-down or select {Custom Range} to specify a date range using pop-up calendar.
Payment DateSelect a Payment Date timeframe from the drop-down or select {Custom Range} to specify a date range using pop-up calendar.
PO NumberEnter in the full or partial PO Number.
TagsSelect some Tags options from the drop-down menu.

Note: Tags are great way to organize your orders for search purposes. You can create as many tags as you need and you can add them to any order or order item you might search for in the future. (See Tags - Creating a New Order Tag)
Invoice GeneratedSelect Yes or No if the order has had an Invoice Generated.
Has BalanceSelect Yes or No if the order has a balance.
TotalSelect 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}.

 

Note: If there is a specific set of search criteria you use often, it's possible to save it in the form of a Smart List for future searches. (See Smart Lists)



Order Actions  


To open the sub-action menu, click on the vertical ellipses for an order and then select an action from the drop-down.


ActionDescription

Edit
This opens to Edit Order modal for this order. For more information, see Orders - Editing an Order.
Post/UnpostThis allows for you to Post/Unpost the order.

Notes:
  • The order must have the Approved Total entered for it to be posted.
  • The Unpost option is only visible on posted orders.
Void/UnvoidThis allows for you to Void/Unvoid the order.

Notes:
  • The order cannot be voided if it has payments associated with it.
  • The Unvoid option is only visible on void orders.
Add a NoteThis opens the New Note modal.
Add a TaskThis opens the New Task modal with Related To field set to this order.
Print InvoiceThis opens the Document modal with an invoice for this order.
Email InvoiceThis opens the Email modal with an attached Invoice .PDF for this order.
Print Packing SlipThis opens the Document modal with a packing slip this order.
ReorderThis creates a new order based on this order.
Convert to QuoteThis converts the order to a quote.


For information on Bulk Actions, see Orders - Bulk Actions.

For information on Exports, see Orders - Exporting Orders.