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This guide will show you the new Sales order overview.
Getting to the Sales order overview:
To get to the Sales order overview click into Projects > Sales orders
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On the top left you will be able to see how to search for sales order. This can be done by Sales order number, project number or customer name:
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You also have access to additional filters where you can search using the following options: Rep , Status , Type , sales orders and web orders
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You can reset filters by clicking the reset filters option
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When you select a sales order , you will see the customer and project information on the right-hand side. At the bottom you will also see the total expected value for the sales order.
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On the right you will see the quick actions. These options will allow you to Apply Deposits, Cancel sales orders and delete sales orders.
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On the right hand side you will see a button to view / edit the sales order. Using this button will open your sales order.
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