Sales Order Detail Lines

Created by Travis Lander, Modified on Thu, 28 Sep, 2023 at 1:56 PM by Travis Lander

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/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.
Default Purchase Price - the default purchase price for the Item.
Amount - Price per Description/Item.
Quantity - Number of Description/Item.
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:

The clipboard icon indicates a Description for the line item

The box icon indicates an Item for the line item

Sales Order Detail Line Table Actions

Filters - Filter what appears in the table based on one or more fields available in the table.
Saved Views - You can create a set of filters that you would like to save to be able to quickly filter a table.
Column Selector - Hide and reveal extra columns and the number of rows visible in the table per page.
Export - Table data can be exported using the export button at the top of the table.
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 in the Item column to bring up the Item details
Click the blue highlight text of the Customer to bring up the full Customer details