Overview
Opening a new or existing Sales Order leads to Order details tab, with Collaborate, Checklists, Tracking (Submitted orders only), Linked Orders and Timeline.
👥 Access Permissions: Only users with access to Sales Orders can view Order details tab. Please review user roles prior commencing.
📍Locating this section in app:
Sales>Sales Orders> select anySales OrderorCustomer> select a customer > select a Sales Order.
Order Details
The Sales Order page is divided into the following key sections:
Order Information
Order # - automatically generated unique number for each Sales Order
Customer name - displays the customer the order or quote is for
Action buttons - options vary depending on order status
Created by - automatically displays the name of the team member who created the order (not editable)
Created date – automatically records the date order was created (not editable)
Required date – editable field to set the expected fulfilment date
Assigned to – selection of team member(s) responsible for managing the order
Invoice status – defaults to No when a new order is creates and updates once invoiced
Order status - default to Draft and updates as the order progresses
Contact Details
Contact – person to reach out to regarding the order
Bill to – billing address
Deliver To / Pick up / Install at – address where order will be delivered, picked up, or installed (depending on the selected option)
PO field – optional field to capture Purchase Order number for cross-referencing
Labels – add searchable tags for sorting or filtering
Notes – add special instructions, delivery info, or other important order details
Custom Columns
Displays any custom columns that have been added via Sales Orders main page.
Product and Pricing
Display all the products, product kits, drawing (if enabled) added to the order. Includes pricing, quantity, cost and margin, delivery fee, and discounts.