# 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.

<p class="callout info">By default, this screen with show 'active' Sales Orders, which are those that require action. </p>

#### Key to icons

![draft](https://ixo.iconography.co.uk/images/cms/icons/status_draft.gif) = draft

![abandoned](https://ixo.iconography.co.uk/images/cms/icons/status_abandoned.gif) = abandoned

![on order](https://ixo.iconography.co.uk/images/cms/icons/status_onorder.gif) = on order

![awaiting approval](https://ixo.iconography.co.uk/images/cms/icons/status_awaitingaction.gif) = awaiting action

![payment pending](https://ixo.iconography.co.uk/images/cms/icons/status_paymentpending.gif) = payment pending

![refund pending](https://ixo.iconography.co.uk/images/cms/icons/status_refundpending.gif) = payment pending

![awaiting despatch](https://ixo.iconography.co.uk/images/cms/icons/status_awaitingdespatch.gif) = awaiting despatch

![partially despatched](https://ixo.iconography.co.uk/images/cms/icons/status_partiallydespatched.gif) = partially despatched

![cancelled](https://ixo.iconography.co.uk/images/cms/icons/status_cancelled.gif) = cancelled

![completed](https://ixo.iconography.co.uk/images/cms/icons/status_completed.gif) = completed

![partially returned](https://ixo.iconography.co.uk/images/cms/icons/status_partiallyreturned.gif) = partially returned

![returned](https://ixo.iconography.co.uk/images/cms/icons/status_returned.gif) = returned

![quote](https://ixo.iconography.co.uk/images/cms/icons/status_quote.gif) = quote

![notes](https://ixo.iconography.co.uk/images/cms/icons/notes.png) = order has notes

![notes](https://ixo.iconography.co.uk/images/cms/icons/collect.png) = 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](https://bookstack.iconography.co.uk/books/sales-orders/page/filtering-orders "Filtering Orders").

# Processing Orders

You can process multiple orders simultaneously from this screen.

You can choose to:

1. Print Picking Lists
2. Print Invoices
3. Print Shipping Labels
4. Despatch Sales Orders
5. Add Notes (the same note to multiple Sales Orders)

<p class="callout warning">This can send the multiple emails to multiple customers simultaneously</p>

### Instructions

1\. Select the Sales Order you wish to process

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-08-26/8bcf943c-2f2f-4464-954c-5ef0db4cdde5/ascreenshot.jpeg?tl_px=1184,256&br_px=2560,1025&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/0EA5E9_standard.png&wat_pad=1017,276)

2\. Click here

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-08-26/fe3a3645-8207-4b97-a30d-44d8783d9462/ascreenshot.jpeg?tl_px=1184,549&br_px=2560,1318&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/0EA5E9_standard.png&wat_pad=1014,277)

3\. Click the button you require

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-08-26/543170df-e88d-4300-8270-9436c9fc4c18/ascreenshot.jpeg?tl_px=1184,670&br_px=2560,1440&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/0EA5E9_standard.png&wat_pad=937,447)

4\. Click to confirm

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-08-26/6d3c55fc-3aed-4514-8b0e-0ecec680ce19/ascreenshot.jpeg?tl_px=672,0&br_px=2048,769&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/0EA5E9_standard.png&wat_pad=524,114)

# Filtering Orders

Use this screen to find similar orders. You can filter by a variety of fields, including:

<table border="1" id="bkmrk-field-purpose-search" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 49.881%;"></col><col style="width: 49.881%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td>Search</td><td>*Search for a Sales Order number, a customer name or a post code*</td></tr><tr><td>Status</td><td>*Choose from:*

- *<span lang="EN-US" style="mso-ansi-language: EN-US;">ACTIVE</span>*
- *<span lang="EN-US" style="mso-ansi-language: EN-US;">ALL</span>*
- *<span lang="EN-US" style="mso-ansi-language: EN-US;">Draft</span>*
- *<span lang="EN-US" style="mso-ansi-language: EN-US;">Payment Pending</span>*
- *<span lang="EN-US" style="mso-ansi-language: EN-US;">Unallocated</span>*
- *<span lang="EN-US" style="mso-ansi-language: EN-US;">On Order</span>*
- *<span lang="EN-US" style="mso-ansi-language: EN-US;">On Transfer</span>*
- *<span lang="EN-US" style="mso-ansi-language: EN-US;">Awaiting Action</span>*
- *<span lang="EN-US" style="mso-ansi-language: EN-US;">Awaiting Packing</span>*
- *<span lang="EN-US" style="mso-ansi-language: EN-US;">Awaiting Despatch</span>*
- *<span lang="EN-US" style="mso-ansi-language: EN-US;">Awaiting Collection</span>*
- *<span lang="EN-US" style="mso-ansi-language: EN-US;">Despatched</span>*
- *<span lang="EN-US" style="mso-ansi-language: EN-US;">Returned</span>*
- *<span lang="EN-US" style="mso-ansi-language: EN-US;">Completed</span>*
- *<span lang="EN-US" style="mso-ansi-language: EN-US;">Cancelled</span>*
- *<span lang="EN-US" style="mso-ansi-language: EN-US;">Abandoned</span>*
- *<span lang="EN-US" style="mso-ansi-language: EN-US;">Active Quotes</span>*
- *<span lang="EN-US" style="mso-ansi-language: EN-US;">Expired Quotes</span>*

</td></tr><tr><td>Store User</td><td>*Filter by the salesperon linked to the Sales Order*</td></tr><tr><td>Channel</td><td>*This can be used to either filter by sales channel, e.g. Website, eBay, Phone, etc., or by Store*</td></tr><tr><td>Fulfilment Store</td><td>*Filter by the Fulfilment Store*</td></tr><tr><td>Delivery</td><td>*Filter by Delivery Type*</td></tr><tr><td>Date Range</td><td>*By default, this will allow you to filter by the order date (default) or by delivery date if you toggle 'Use Delivery Dates'*</td></tr><tr><td>Use Delivery Dates</td><td>*Allows you to toggle the date filter by delivery date*</td></tr><tr><td>With notes</td><td>*Filters to show only orders with notes*</td></tr><tr><td>With balance</td><td>*Filters to only show orders with outstanding balances*</td></tr></tbody></table>