--- title: CUSTOMERS - Sales Tab description: View information on open Sales Orders as well as historical invoiced Sales History --- [![company logo](https://cs.geminilogic.com/hs-fs/hubfs/Gemini-Logic-Logo%20(1).png?height=120&name=Gemini-Logic-Logo%20(1).png)](https://www.geminilogic.com/) [User Manual](https://cs.geminilogic.com/en/migrated/manual) - [Go to Gemini Logic](https://www.geminilogic.com/) - [New Ticket](https://cs.geminilogic.com/en/migrated/manual/kb-tickets/new) - [Go to Customer Portal](https://cs.geminilogic.com/tickets-view) Customers - [Spire Systems - General Knowledge Base](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base) - [Tips and Tricks](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#tips-and-tricks) - [Spire Administration - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-general-ledger) - [Spire Administration - Sales](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-sales) - [Spire Administration - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-inventory) - [Analytics for Spire](https://cs.geminilogic.com/en/migrated/manual/analytics-for-spire) - [Spire User Manual - System Overview](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-system-overview) - [Spire User Manual - User Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-settings) - [Spire User Manual - Vendors](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-vendors) - [Spire User Manual - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory) - [Pricing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory#pricing) - [Spire User Manual - Price Matrix](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-price-matrix) - [Spire User Manual - Purchase Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-purchase-orders) - [Spire User Manual - Sales Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-sales-orders) - [Spire User Manual - Keyboard Shortcuts](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-keyboard-shortcuts) - [Spire User Manual - Company Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-company-settings) - [Spire User Manual - New Instal/Company Setup](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-new-instal-company-setup) - [Spire User Manual - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-general-ledger) - [Spire User Manual - Accounts Receivable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-receivable) - [Spire User Manual - Accounts Payable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-payable) - [Spire User Manual - Payroll](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-payroll) - [Spire User Manual - Production Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-production-manager) - [Spire User Manual - Service Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-service-manager) - [Spire User Manual - User Defined Fields](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-defined-fields) - [Spire User Manual - Job Costing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-job-costing) - [HubSpot](https://cs.geminilogic.com/en/migrated/manual/hubspot) - [Updates](https://cs.geminilogic.com/en/migrated/manual/hubspot#updates) - [Gemini Logic](https://cs.geminilogic.com/en/migrated/manual/gemini-logic) - [Shipping](https://cs.geminilogic.com/en/migrated/manual/shipping) - [Sales Taxes](https://cs.geminilogic.com/en/migrated/manual/sales-taxes) - [Spire User Manual](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual) - [Customers](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual#customers) [Back to home](https://cs.geminilogic.com/en/migrated/manual) 1. [User Manual](https://cs.geminilogic.com/en/migrated/manual) 2. [Spire User Manual](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual) 3. Customers - [Spire Systems - General Knowledge Base](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base) - [Tips and Tricks](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#tips-and-tricks) - [Spire Administration - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-general-ledger) - [Spire Administration - Sales](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-sales) - [Spire Administration - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-inventory) - [Analytics for Spire](https://cs.geminilogic.com/en/migrated/manual/analytics-for-spire) - [Spire User Manual - System Overview](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-system-overview) - [Spire User Manual - User Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-settings) - [Spire User Manual - Vendors](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-vendors) - [Spire User Manual - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory) - [Pricing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory#pricing) - [Spire User Manual - Price Matrix](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-price-matrix) - [Spire User Manual - Purchase Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-purchase-orders) - [Spire User Manual - Sales Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-sales-orders) - [Spire User Manual - Keyboard Shortcuts](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-keyboard-shortcuts) - [Spire User Manual - Company Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-company-settings) - [Spire User Manual - New Instal/Company Setup](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-new-instal-company-setup) - [Spire User Manual - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-general-ledger) - [Spire User Manual - Accounts Receivable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-receivable) - [Spire User Manual - Accounts Payable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-payable) - [Spire User Manual - Payroll](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-payroll) - [Spire User Manual - Production Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-production-manager) - [Spire User Manual - Service Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-service-manager) - [Spire User Manual - User Defined Fields](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-defined-fields) - [Spire User Manual - Job Costing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-job-costing) - [HubSpot](https://cs.geminilogic.com/en/migrated/manual/hubspot) - [Updates](https://cs.geminilogic.com/en/migrated/manual/hubspot#updates) - [Gemini Logic](https://cs.geminilogic.com/en/migrated/manual/gemini-logic) - [Shipping](https://cs.geminilogic.com/en/migrated/manual/shipping) - [Sales Taxes](https://cs.geminilogic.com/en/migrated/manual/sales-taxes) - [Spire User Manual](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual) - [Customers](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual#customers) # CUSTOMERS - Sales Tab ## View information on open Sales Orders as well as historical invoiced Sales History        ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jul-31-2022-09-28-25-80-PM.png?width=552&height=322&name=image-png-Jul-31-2022-09-28-25-80-PM.png) - **Orders** sub-tab displays all open Sales Orders in the system for this Customer and gives you the ability to view, add, edit or delete any of the orders displayed (User settings permitting) - see **Sales** - ![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-09-28-37-37-PM.png)right-click on any line(s) to display the **Context Menu** - **![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-09-28-12-05-PM.png) Refresh** - to load any Sales Orders that may have been posted since last refresh and that may not be displaying on this list - **  ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jul-31-2022-09-29-08-36-PM.png?width=172&height=25&name=image-png-Jul-31-2022-09-29-08-36-PM.png) Sales Orders List Filters / Search / Customization** - see [Sales Order List Filters](https://cs.geminilogic.com/en/manual/sales-orders-access-list-functionality#SalesOrdersFilters) - **![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-09-29-15-60-PM.png) Export** Sales Orders List in Excel (.xlsx only) or CSV format - see [Sales Orders - Export](https://cs.geminilogic.com/en/manual/sales-orders-export) - **![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-09-29-24-02-PM.png) Add** a new Sales Order from here (see Sales Orders  - ** ![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-09-29-55-07-PM.png) Edit** the selected Sales Order - **![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-09-30-01-18-PM.png) Delete** the selected Sales Order - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jul-31-2022-09-30-06-53-PM.png?width=26&height=24&name=image-png-Jul-31-2022-09-30-06-53-PM.png) Print / Preview / Email** forms and reports available for the selected Sales Order(s) - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jul-31-2022-09-30-11-61-PM.png?width=23&height=23&name=image-png-Jul-31-2022-09-30-11-61-PM.png) Copy** - creates a duplicate order which can then be edited and processed / invoiced directly from here -  **Order Items** sub-tab displays all the Inventory items on open Sales Orders for this Customer         ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jul-31-2022-09-30-59-08-PM.png?width=550&height=257&name=image-png-Jul-31-2022-09-30-59-08-PM.png)![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-09-33-02-35-PM.png) - - right-click on any line(s) to display the **Context Menu** - ![](https://cs.geminilogic.com/hubfs/image-png-Apr-20-2023-02-38-15-4941-PM.png) **Refresh** - to load any Sales Orders that may have been entered since the last refresh and that may not be displaying on this list  - ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jul-31-2022-09-31-13-03-PM.png?width=166&height=24&name=image-png-Jul-31-2022-09-31-13-03-PM.png) **Sales Order Items List Filters / Search / Customization** - see [Sales List Customization](https://cs.geminilogic.com/en/manual/sales-orders-access-list-functionality#SalesOrdersFilters)  - ![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-09-31-29-54-PM.png) **Export** Sales Orders List in Excel (.xlsx only) or CSV format - see Export   - **![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-09-32-25-87-PM.png) Add** a new Sales Order from here (see [Sales Orders - Add New](https://cs.geminilogic.com/en/manual/sales-orders-adding-new-orders-manually)) - ![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-09-32-34-41-PM.png) **Edit** the selected Sales Order - ** Invoices** sub-tab displays all historical invoices in the system for this Customer ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Apr-20-2023-02-42-08-7357-PM.png?width=159&height=137&name=image-png-Apr-20-2023-02-42-08-7357-PM.png) - -  right-click on any line(s) to display the **Context Menu** - - ![](https://cs.geminilogic.com/hubfs/image-png-Apr-20-2023-02-38-26-8745-PM.png) **Refresh** - to load any Sales Invoices that may have been posted since last refresh and that may not be displaying on this list  - ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jul-31-2022-09-34-19-87-PM.png?width=166&height=24&name=image-png-Jul-31-2022-09-34-19-87-PM.png) **Sales Invoices List Filters / Search / Customization** - see [Sales List Customization](https://cs.geminilogic.com/en/manual/sales-orders-access-list-functionality#SalesOrdersFilters) - **![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-09-34-32-85-PM.png) Export** Sales Invoices List in Excel (.xlsx only) or CSV format - see Export  - ![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-09-34-52-08-PM.png) **View** selected Invoice(s) or change edit-able information: - ![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-09-35-07-65-PM.png) **Edit** fields (User settings permitting) will open up the edit-able fields![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-09-35-28-64-PM.png) throughout the various tabs and turn them white: PO No / Reference No / Salesperson / Territory / Ship Via / Bill To Address or Contact information / Ship To Address or Contact information / Sales Taxes / Carrier Info / User Defined Fields / Service Info Reading type / Job Account - see also **Sales History** - - ![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-09-35-41-52-PM.png) **Print / Preview / Email** forms and reports available for the selected record(s) - ![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-09-35-55-28-PM.png) View **Transaction** (user settings permitting) for the selected Invoice -  **Invoice Items** sub-tab displays all items on posted invoices in the system for this Customer ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Apr-20-2023-02-47-11-1227-PM.png?width=632&height=302&name=image-png-Apr-20-2023-02-47-11-1227-PM.png) -  right-click on any line(s) to display the **Context Menu![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Apr-20-2023-02-46-53-0190-PM.png?width=121&height=128&name=image-png-Apr-20-2023-02-46-53-0190-PM.png)**  - **![](https://cs.geminilogic.com/hubfs/image-png-Apr-20-2023-02-44-34-4756-PM.png) Refresh** - to load any Sales Invoices that may have been posted since last refresh and that may not be displaying  ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jul-31-2022-09-36-57-33-PM.png?width=179&height=26&name=image-png-Jul-31-2022-09-36-57-33-PM.png) **Sales Invoices List Filters / Search / Customization** - see [Sales List Customization](https://cs.geminilogic.com/en/manual/sales-orders-access-list-functionality#SalesOrdersFilters)  - ![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-09-37-11-58-PM.png) **Export** Sales Invoices List in Excel (.xlsx only) or CSV format - see Export  - ![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-09-37-24-68-PM.png) **View** invoice(s) selected to view or change edit-able fields (see above):  - ![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-09-37-39-18-PM.png) **Print / Preview / Email** forms and reports available for the selected record(s)  [![company logo](https://cs.geminilogic.com/hs-fs/hubfs/Gemini%20Logic%20-%20Black-1.png?height=120&name=Gemini%20Logic%20-%20Black-1.png)](https://www.geminilogic.com/) Gemini Logic - [![linkedin_social_link_icon_alt_text](https://static.hsstatic.net/TemplateAssets/static-1.329/img/hs_default_template_images/modules/Follow+Me+-+Email/linkedin_circle_color.png)](https://www.linkedin.com/company/2460588) - [![youtube_social_link_icon_alt_text](https://static.hsstatic.net/TemplateAssets/static-1.329/img/hs_default_template_images/modules/Follow+Me+-+Email/youtube_circle_color.png)](https://www.youtube.com/user/GeminiLogicInc/featured) - [![twitter_social_link_icon_alt_text](https://static.hsstatic.net/TemplateAssets/static-1.329/img/hs_default_template_images/modules/Follow+Me+-+Email/twitter_circle_color.png)](https://twitter.com/gemini_logic) - [Go to Gemini Logic](https://www.geminilogic.com/) - [New Ticket](https://cs.geminilogic.com/en/migrated/manual/kb-tickets/new) - [Go to Customer Portal](https://cs.geminilogic.com/tickets-view)