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 |