Inventory

Sales Orders

Manage and track all sales orders.

Search sales orders by number, warehouse, POL, POD, SKU or customer and follow them to closure.

Open in Info-X

The screen

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What each number means

  1. 1
    Sales Order Management

    All sales orders in one place.

  2. 2
    Download

    Export the list.

  3. 3
    + Order

    Create a new sales order.

  4. 4
    List / Grid view

    Switch layout.

  5. 5
    All Fields

    Which field the search looks in.

  6. 6
    Search

    Search by order number, customer or destination.

  7. 7
    All / Active / Closed

    Filter by status.

  8. 8
    Most Recent

    Sort order.

  9. 9
    Showing 5 of 5

    Orders after filters.

  10. 10
    Order # & status

    SO122500003 with 'Pending' badge.

  11. 11
    Customer / Warehouse

    Buyer and shipping warehouse.

  12. 12
    Order Date / SKU Code

    When ordered and item code.

  13. 13
    Ship By Date

    Latest ship date.

  14. 14
    Created By / Destination

    Creator and destination port.

  15. 15
    Route

    Origin → destination flags (New York → Shanghai).

  16. 16
    Print / Email / Upload / Docs / Delete

    Card actions.

  17. 17
    Open

    Opens the full order.

Hover a number to highlight its explanation. Click the screenshot to zoom.

Key areas

1

Search fields

SalesOrder No., Warehouse, POL, POD, SKU, Customer.

2

Filters & sort

All / Active / Closed; Most Recent, Customer Name, Order Amount.

How to use it

  1. 1Open Inventory → Sales Orders.
  2. 2Search or filter.
  3. 3Open an order to view or edit.