Locating your orders can be done in the listing page. The full list of action can be performed:
- Basic filtering
- Advance filtering:
Searching results based on specific fields
- Add new or update existing sales order
Basic searching & filtering
SOs in the listing page can be sorted in ascending or descending order by clicking the respective field header labels.
Filtering can be performed by using the Search filter text field. Enter the desired keywords into the text field, any keyword that matches against the following fields will be displayed in the listing page.
SOs can be ‘branded’ with custom keyword tags for a more specific search result.
E.g. Create or update an SO and enter ‘Urgent case’ into the Tag field. In the listing page, you can enter ‘Urgent case’ into the Search text field and all SOs with the tag ‘Urgent case’ will be displayed. Multiple tags keywords can be separated by commas.
Search results based on specific fields
Search keywords can be matched against a single specific SO field:
After which the search criteria can be saved for the convenience of subsequent searches with the same keyword. This comes in handy if you often need to search for specific records such as all SOs from a specific customer.
Add new or edit existing Sales Order
On the listing page, you create a new sales orders or edit existing ones.
Learn more about adding sales order and updating sales order