Description

The Sales Order Detail tab under Sales>Sales Orders>Detail aggregates all line item information entered in Sales Orders. You can use this tab to filter and review the contents of Sales Orders all together in one place:

Columns

Many of the columns of the Sales Order Detail page reference the Sales Order that the line item falls under:

  • Number - Unique identifier for the Sales Order of the line item
  • Status - Current status of the Sales Order (Quote, Pending, Rejected, Accepted, Order, Partially Fulfilled, Fulfilled)
  • Item - The Item/Kit/Description for the Sales Order (see icons below to determine between them)
  • Customer - Customer of Sales Order
  • Location - Location of Sales Order
  • Reference - Reference of the Sales Order
  • Quote Date - Date of Sales Order Quote
  • Order Date - Date of Sales Order
  • Created Date - the date the Sales Order was created
  • Last Updated - the date of the most recent update to the Sales Order
  • Cost Center - Cost Center associated with Sales Order (if any)
  • Product - Product associated with Sales Order (if any)
  • Job - Job associated with Sales Order (if any)
  • Custom Dimensions - Custom Dimension associated with Sales Order (if any)
  • Default Sales Price - the default sales price for the Item/Kit
  • Default Purchase Price - the default purchase price for the Item/Kit
  • Amount - Price per Description/Item/Kit
  • Quantity - Number of Description/Item/Kit
  • Tax - Tax entered manually or from a Tax Code (if any)
  • Total - Quantity * Amount + Tax Amount

The Items column can be either a Description/Item/Kit:

  • The clipboard icon indicates a Description for the line item
  • The box icon indicates an Item for the line item
  • The multi-box icon indicates a kit

Actions

  • Click the blue highlight text under the Number column to bring up the original Sales Order for the line item
  • Click the blue highlight text of the Item or Kit in the Item column to bring up the Item/Kit details
  • Click the blue highlight text of the Customer to bring up the full Customer details
  • Filter across the columns by select boxes (e.g. Status), Type to Filter (e.g. Customer), or Date Ranges
  • Sort most columns in ascending or descending order
  • Adjust columns and number of rows presented through the column selector icon in the top right above the table, and click Save Table Settings to always have that view when returning (this is on a per user basis)
  • Export Visible Columns - Export the current view of the table from the icons at the top right of the table
  • Export All Columns - Export all column information from the icons at the top right of the table
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