How do I Search for a Sales Order?
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Revision as of 08:28, 31 August 2011 by Tim Laundon (talk | contribs)
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Summary
The following article shows you how to search for a sales order.
More Information
Go to Order Processing-> "Sales Ordering" -> "Add/Edit Sales Orders.
- With the cursor in the "Account code", press <F2>
- You now get a pop-up box with various filter parameters for the search.
- 'Deposit Receipt:' If you are using deposits, you may have elected to print the customer a receipt, upon which there will usually be a unique receipt number. If you want to locate the order that deposit receipt applies to, you may enter the receipt number here. This will bring up any orders with the same reference as the deposit in question.
- 'Status:' You may filter out all items except those with a particular status.
- 'Reference:'Enter a Reference to search for.
- 'Your Order No.:' Enter a Reference to search for.
- 'Their Order No.:' Enter the Customer's Order Number to search for.
- 'From Order:' Enter an order from date.
- 'To Order Date:' Enter an order to date.
- 'Account:' Enter the customer to search for.
- Press <F2> to perform the search based on the above search criteria.
- You are now presented with a list of matches to your search criteria. Pressing <F2> against any particular order will take you into it where you can process it as normal.
