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Sales Orders (Detail)


Summary

 The Sales Order Detail page displays all of the information relevant to the Sales Order, allows ...

Order Number

The Sales Order number is a sequential number.  This is automated.

Order Status

The Order Status is set automatically based on a variety of things within the Sales Order. T...

Order Details

This section shows key information about the Sales Order, including: Field Purpose ...

Process Payments

Use this section to add Payments to the Sales Order. Available Payment Types will be visible h...

Status Management

Status management may be used to adjust the status of a Sales Order. It's use is limited as mos...

Invoice

The invoice section allows you to review paperwork for the Sales Order. If the document has pr...

Existing Payments

A list of existing payments will be shown here, along with any relevant information, including ...

Customer Details

This section can be used to amend the customer details. Some details can only be edited as part...

Delivery Information

Edit delivery information here. Same as billing This will copy the billing address to the del...

Order Products

This section will show a list of Order Products, which are separated into individual Sales Orde...

Process Order Lines

This section is used to manage Sales Order Lines. Actions taken here will affect the Order Stat...

Discount Management

Promotions and manual discounts are displayed and can be managed in this section.  Discounts w...

Delivery Management

Use this to add delivery details to a Sales Order Field Purpose Book Delivery ...

Loyalty

This section displays the loyalty points accrued by the customer, their monetary worth, and inv...

Apply Delivery

Use the controls in this section to add or change the delivery type associated with a Sales Ord...

Apply Discounts

Use this button to add a new manual discount to a Sales order. Promo Code Enter a valid promo...

Balance

This will show a complete breakdown of the Sales Order VAT content, with additional detail on t...

Order Notes

A user may add notes to a Sales Order here.  Use the controls to add a note or a task. Email ...

Audit History

The audit history shows a log of all actions taken on a Sales Order, along with a timestamp and...

Quick Access Buttons

Found at the bottom of the page, these buttons allow you to take various quick actions regardin...

FAQs

How can I find the profit margin on a Sales Order? Look in the Order Details section of the Sale...