SALES ORDERS - Access / List Functionality

The Sales module manages Quotes, Orders, Backorders, Invoices and Credits and processes product requisitions based on shortages.

•  Access   

• • Sales text menu

                 

• • Web Access - Tools > Server Administration (with limited functionality)
  • Module List

 

• Sales Order List Functionality
  • Refresh - load any new Sales Orders that may have been entered by another user since the last time data was refreshed, and which may not be displayed
  • Sales Order List Customization
    •   Filters - create a filter for this list
      • click Filters
      • choose Any or All selector
      • select from the list of fields to set the criteria
      • select from the operators ie: ‘is one of’, ‘is not’, etc - this operators list changes based on the field selected in the previous step
      • enter the criteria information (ie: ‘Shipped’)
      • if desired click to add a line of criteria
      • to remove the criteria line, click
      • make any column adjustments (see Column Customization)

• • • • select Filters for save options:

                                    

• • • • • Save as default - this filter will be active whenever viewing Sales Orders
        • Remove default to remove the previously set default Filter
        • Save filter if you are making changes to a previously saved Filter
        • Save filter as… will allow you to name the Filter with the following settings:
          • give this filter a name

                                                 

• • • • • • select User if this filter will be used for this User only
          • select Company if it is to be accessed by all users
          • Show in module list to display beneath the module name

                                                 

• • • • • • Save column state if you have removed or added columns, or sorted the list by one of the columns
          • click OK
          • the new Filter is also accessible in the Filter menu:

                                                   

• • • • • click on the Filters button to release the current filter to see entire list or start a new filter

• • • Column Customization

• • • • drag and drop columns for preferred positioning
      • right-click on any column heading to list to identify which columns you wish to see in the grid

• • • - type any character(s) into this field and the list will narrow to  only records containing the character(s) typed, somewhere in the details (in this example, ‘Monopoly Guy’ is the Receiver in SO …800878)

• • •  open a Sales Order and use the Navigate buttons to page through Sales Orders in the list, filtered or not filtered, in order of the current column sort  Column Sort / Search - click on any column heading to sort the list by that column 

• • • further narrow your search by just typing (you will see the typed letters turn green) and the list will highlight the closest match, in currently sorted column
    • Icon Menu Customization
      • hover over the Icon Group handle until you see
      • drag the Icon Group to where you want it
  • Sales Order List
• Context Menu - right-click on any line(s) to display 

     

• Export Sales Orders (see SALES ORDERS - Export) 
• Add New Sales Order - see Sales Orders - Add Manually
•  Edit Sales Order - see Sales Orders - Edit / Process / Ship
•  Delete Sales Order(s) - see Sales Orders - Delete / Recover
•  Print reports - see Sales Orders - Reports
•  Copy the Sales Order selected to a new Sales Order - see Sales Orders - Copy from an existing Sales Order
•  Hold Sales Order(s) selected - see Sales Orders - Hold
•  Process / Reprocess - see Sales Orders - Edit / Process / Ship
•  Invoice the selected Sales Order(s) - see Sales Orders - Post Invoice
•  Reopen Order - see Sales Orders - Batch Invoicing
•  Fill Backorders for selected Sales Order(s) will move Backordered Quantities into the Shipped Qty field for any Inventory items that have been received since the Sales Order was created
•  Refresh Prices for the selected Sales Order(s) to load any price changes made to the Inventory items since the Sales Order was created
•  Batch the selected Sales Orders - see Sales Orders - Batch Invoicing
•  AR Payment - see Sales Orders - AR Payment
•  Email the selected Sales Order(s) - see Sales Orders - Email
•  Next Phase - advance the selected Sales Order(s) into the Next Phase (see Sales Orders - Phases )
• Requisition for the selected Sales Order(s) to submit requirements to your Purchasing team for backordered parts or materials and to create a link between the Sales Order and the Purchase Order(s) (see Purchase Orders -  Requisitions)
•  EDI: Import see Sales Orders - Import