Reviewing Sales Orders

Reviewing Sales Orders

Reviewing Sales Orders on the Mobile Device

There are two ways to find an existing sales order in the mobile app:

While in the Sales tab, tap the necessary customer in the Customer tab and tap Sales Orders in the pop-up window. You will see a list of all orders from this customer. Look in the list or search by order number to locate the one you want. You can filter orders by Open, Invoiced, Closed, All by tapping the respective button.

In the Sales tab, tap the Sales Orders tab in the top part of the screen. You will see a list of all existing Open/Picked/All orders (depending on the selected status) from all customers. From here, you can use search or scanning to locate the order you want.

Once you’ve found the desired sales order, you can review or edit it
by tapping the order and pressing Edit. You can change order details, product quantities and rates, add or remove products from the order.

 Refer to the Creating Sales Orders for ways to add new items to the order.

To remove an item, go to the Items tab, tap the item, then tap Delete in the pop-up window.

You can manually close the order by tapping the order in the list and tapping Close in the pop-up window.
When you are finished, tap Save  to apply your changes, or press the back button to leave without saving. 

 Reviewing Sales Orders In the Web App

Sales Transactions Page

In the web app, existing sales orders can be reviewed under Sales → Sales Transactions. This page lists existing sales transactions filtered by type, status and date. The default filter displays all transactions created within the week. If you can't find the records you are looking for, adjust the filter to narrow or broaden the search as needed (e.g. to display only sales orders from the last 30 days). Text search is available by transaction number and site.


To view a sales order, click on the corresponding row of the list.

To see what invoices are linked to this sales order, click View in the column named Lnk Txn.

 More operations are available from the Action menu. You can access it by clicking  in the Action column of the transactions list. This menu allows the following operations:
  1. Print the sales order.
  2. Edit the order.
  3. Clone (create a new order with exactly the same contents).
  4. Create an invoice from this order.
  5. Manually close the order.

 Some of these actions may be forbidden, depending on the sales order status.

If you click on the Sales Order's Reference Number in the list, it will open the View Sales Order page. Once here, you can close, clone, or delete the Sales Order by clicking Options (...) in the top-right corner of the window.

 Please note that we do not recommend deleting transactions as it may affect the status of linked transactions, such as Invoices.

You can print out a list of some or all sales orders showing on this page. Use the checkboxes in the leftmost column to mark the orders you want to include on the printed list, then click Print List.

 The filter on the Sales Transactions page allows you to add a Source column. Sales orders created by your customers in the B2B portal will display their origin directly within this column. To add the Source column, click the FILTER button at the top right of the sales transactions table, click the Grid/Column icon, and check the box for Source.

Open Sales Orders Page

Example of a list of filtered sales orders in the Open Sales Order

In addition to Sales Transactions page, which displays different types of sales transactions, the Open Sales Orders Page is more specific in the sense that it is focused on providing you with a way to easily determine how and what sales orders to process or fulfill by allowing you to check the status of sales orders, review sales orders for picking and packing, print pick lists and packing slips, and initiate the process of picking and packing.  See Open Sales Orders for more details.



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