Sales Orders (List)
A summary page of your Sales Orders
Summary
This screen portrays a summary or your Sales Orders. It can be used to search for a specific Sales Order, observe a filtered view of your Sales Orders, or process them.
By default, this screen with show 'active' Sales Orders, which are those that require action.
Key to icons
= draft
= abandoned
= on order
= awaiting action
= payment pending
= payment pending
= awaiting despatch
= partially despatched
= cancelled
= completed
= partially returned
= returned
= quote
= order has notes
= Collection
Sales Order Export
It is also possible to export a CSV of your Sales Orders.
The Sales Orders exported will be from your currently filtered view.
Processing Orders
You can process multiple orders simultaneously from this screen.
You can choose to:
- Print Picking Lists
- Print Invoices
- Print Shipping Labels
- Despatch Sales Orders
- Add Notes (the same note to multiple Sales Orders)
This can send the multiple emails to multiple customers simultaneously
Instructions
1. Select the Sales Order you wish to process
2. Click here
4. Click to confirm
Filtering Orders
Use this screen to find similar orders. You can filter by a variety of fields, including:
| Field | Purpose |
| Search | Search for a Sales Order number, a customer name or a post code |
| Status |
Choose from:
|
| Store User | Filter by the salesperon linked to the Sales Order |
| Channel | This can be used to either filter by sales channel, e.g. Website, eBay, Phone, etc., or by Store |
| Fulfilment Store | Filter by the Fulfilment Store |
| Delivery | Filter by Delivery Type |
| Date Range | By default, this will allow you to filter by the order date (default) or by delivery date if you toggle 'Use Delivery Dates' |
| Use Delivery Dates | Allows you to toggle the date filter by delivery date |
| With notes | Filters to show only orders with notes |
| With balance | Filters to only show orders with outstanding balances |