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View Orders

Shinjinee Sarkar
  • Updated

The Orders section can be accessed by clicking the Orders icon on the bottom panel. This page has three main functions that are defined below.

Search/View/Sort/Filter Orders

Search

  1. Click the Search tab at the top.
  2. Enter the Order Number or Customer Name on the tab to find the one you are looking for. 
  3. Select the Order to open its detailed information.

View

  1. The page displays a list of all the orders available for the business that you have signed it for.
  2. In the list, you can see the Customer Name, Order Number, Gross Amount, and Order Date for each Order. 

Sort

  1. Click the 'down arrow' on the top right that is displayed below the Search bar.
  2. The Sort Options are displayed. The different options are Name, Order Number, Date and Gross Amount.
  3. Once the Sort option is selected, the page displays the list of orders under the selected filter.

Filter

  1.  Click the Filter icon beside the Search tab to apply a filter for Orders.
  2. You can filter using either the Status of the Order or the Date.
  3. The Order Status can be filtered by Open, Closed-Won, or Closed-Lost. You can choose either of the three.
  4. The Date can be filtered either by Month or Year. You can choose either of the two.
  5. Once the required filters are selected, click Apply.
  6. The selected filters are applied, and the orders that meet the condition are shown in the list.

Detailed Order View

If you click any of the Orders from the View Order page, it will open a detailed description of the selected order. You can view Customer Name, Order Number, P.O. Number, Order Date, Due Date, Item Summary, Net Amount, VAT Amount, and Total Amount.

If you click the Item Summary, the Item page opens which first shows whether the selected Item is a Product or a Service. You can also see the Item Description, Unit Price, Quantity, Nominal Code, VAT Code, Division, Sub Division, Discount, Net Amount, VAT Amount, and  Total Amount. To follow the steps to add an Item, click here.

All the fields on this page are read-only.

Add Order

The Add Order option can be accessed by clicking the Plus icon at the 'bottom right', under the Order view page. To follow the steps to add an Order, click here.