Go to the View Sales Orders page for an overview of the Sales Orders that have been created in your account. You can then complete, print, email, and update the status of your Sales Orders individually or in bulk from the same page.

To access the View Sales Orders page, go to the main menu and select Sales > Orders > View Sales Orders.

Manage your view

By default, the View Sales Orders page will list all open Sales Orders in descending order of their Order Number. "Open" Sales Orders account for any Sales Order with a Parked, custom, Placed, or Backordered status.

At the top of the View Sales Orders page, there are three functional buttons available:

Import: Opens the Import/Export page for Sales Orders.
Export: Downloads the current View Sales Orders layout in either a PDF, CSV or XLSX format.
Add Order: Opens the Add Sales Order page, from where you can create a new Sales Order from scratch.

Filter your Sales Orders

Use the filter fields available at the top of the View Sales Orders page to specify which Sales Orders should be displayed, making it easier for you to review and update them.

View Sales Orders filter field	Description
Status	Use the drop-down menu to filter by Sales Order status, including custom statuses. The options available are: All Open Parked Placed Backordered Completed Deleted Custom Sales Order Statuses
Order Number	Filter the orders based on their order number.
Customer	Filter for Sales Orders by the customer's name or code. Use the magnifying glass icon to refine the customer filter.
Customer Reference	Filter for Sales Orders where their customer reference matches the text entered.
Warehouse	Use the drop-down menu to filter by the warehouse allocated to the Sales Order. This may not match the Shipping Warehouse for Shipments of the Sales Order.
Delivery Method	Use the drop-down menu to filter by the Delivery Method chosen for the Sales Order.
Order Date From	Filter for Sales Orders where their Order Date is on or after the date selected.
Order Date To	Filter for Sales Orders where their Order Date is before or on the date selected.
Product	Filter for Sales Orders that include the product.
Product Group	Use the drop-down menu to filter for Sales Orders by the included product's Product Group.
Product Brand	Use the drop-down menu to filter for Sales Orders by the included product's Product Brand.
Printed	Use the drop-down to filter for Sales Orders that have either been printed or not.

Customise the View Sales Orders layout

The detail that's displayed per Sales Order in the View Sales Orders page is determined by column headers that are included in the page's grid layout.

View Sales Orders' column headers

The columns that are displayed by default in your View Sales Orders page are described in the table below.

View Sales Orders default column header	Description
Action cog	Use the tick boxes from this column to select multiple Sales Orders from the same page. Hover over the header's action cog icon to select one of the following actions: Select All Select None Assign Oldest Batch Numbers Assign Oldest Serial Numbers Print Documents Complete Orders Complete and Print Invoices Create Shipments Change Status Email Orders Email Invoices Export to 3PL Delete
Order No.	Displays the Sales Order's unique transaction number.
Order Date	Displays the Order Date of the Sales Order.
Required Date	Displays the Required Date of the Sales Order. If the date is in the past, the Required Date will be highlighted in red.
Customer Code	Displays the unique code for the Sales Order's customer.
Customer Name	Displays the name for the Sales Order's customer.
Customer Ref	Displays the reference provided for or from the customer for the Sales Order.
Warehouse	Indicates the warehouse the Sales Order has been allocated to.
Status	Indicates the current status of the Sales Order.
Currency	Indicates the customer's currency.
Cost (base currency)	Displays the sum total cost, using Average Landed Cost per product, for the order in your account's base currency.
Margin	Displays the profit margin of the Sales Order as a percentage value.
Sub Total (base currency)	Displays the Sub Total sale value of the Sales Order, including charges and excluding tax, in your account's base currency.
Action	Hover over the action cog icon to select one of the following options, to apply to the row's Sales Order: Edit Ship Create Purchase Invoice Complete Print Print Product Labels Print Commercial Invoice Print Packing Slip Email Clone Delete

View Sales Orders' Hidden Columns

There are additional columns you can display on the View Sales Orders page, which can be found in the Show Toolbar tab's Hidden Column. Drag and drop the column header from the Hidden Columns pop-up window into your grid's layout to populate the column's detail per Sales Orders in your view.

View Sales Orders Hidden Columns	Description
Sales Channel	Indicates, with the channel's logo, where the Sales Order originated from: Unleashed B2B Store Shopify Amazon WooCommerce API
Address Line 1	Displays the first line of the Sales Orders address.
Address Line 2	Displays the second line of the Sales Orders address.
Allocated	Indicates if the Sales Order is allocated or not, using a tick or cross icon.
Charge Sub Total (base currency)	Displays the sum total value of charges on the Sales Order, in your account's base currency.
City	Displays the city of the Sales Orders address.
Comments	Displays any text added in the Sales Order's Comments field.
Completed Date	Displays the date the Sales Order was updated to the Completed status.
Contact Email	Displays the email of the customer's Primary contact.
Contact Name	Displays the name of the customer's Primary contact.
Contact Phone	Displays the phone number of the customer's Primary contact.
Country	Displays the country of the Sales Orders address.
Created By	Displays the email address of the user who created the Sales Order.
Created On	Displays the date the Sales Order was created.
Customer Type	Displays the Customer Type the Sales Order's customer is assigned.
Delivery Instruction	Displays the text in the Sales Order's Delivery Instructions.
Delivery Method	Displays the Delivery Method chosen for the Sales Order.
Delivery Name	Displays the name of the Delivery Address selected for the Sales Order, from the customer's Address tab.
Discount	Displays the percentage value discount that's been applied to the Sales Order.
Invoiced	Indicates how much of the Sales Order has been invoiced, as a percentage.
Item Count	Displays the sum total quantity of units ordered, across all products.
Last Modified By	Displays the email address of the user who last edited the Sales Order.
Last Modified On	Displays the date the Sales Order was last edited.
Line Count	Displays the total number of order lines on the Sales Order.
On Invoices	Indicates how much of the Sales Order has been included on an open invoice, as a percentage.
On Shipments	Indicates how much of the Sales Order has been included on an open shipment, as a percentage.
Packing Slip Template	Displays the name Doc Designer template selected for the Sales Order's Packing Slip.
Payment Terms	Displays the payment term that has been applied to the Sales Order.
Post Code	Displays the postcode of the Sales Order's delivery address.
Printed	Indicates with a tick or cross icon if the Sales Order has been printed.
Profit	Displays the calculated profit value for the stock on order.
Sales Account	Displays the Sales Account the Sales Order's invoice will export to when completed, for Access Financials integrations only.
Sales Order Group	Displays the Sales Group the Sales Order is assigned to.
Sales Order Template	Displays the name Doc Designer template selected for the Sales Order.
Sales Person	Displays the name and email address of the Sales Person assigned to the Sales Order.
Sell Price Tier	Displays the name of the Sell Price Tier that has applied to the Sales Order, based on the customer's record.
Shipped	Indicates how much of the Sales Order has been dispatched, as a percentage.
State/Region	Displays the state or region of the Sales Order's delivery address.
Suburb	Displays the suburb of the Sales Order's delivery address.
Tax Rate	Displays the tax rate that has been applied to the Sales Order.
Tax Total (base currency)	Displays the total value that will be charged as tax for the Sales Order, in your account's base currency.
Total (customer's currency)	Displays the total sale value of the Sales Order, including tax, in the customer's currency.
Total (base currency)	Displays the total sale value of the Sales Order, including tax, in your account's base currency.
Total Volume	Displays the total volume calculated for the products on order.
Total Weight	Displays the total weight calculated for the products on order.

📌Note: Only the headers already displayed in the layout or the Hidden Columns list can be displayed in the View Sales Orders page.

Manage custom layouts

Customize how the Sales Order details are displayed by adjusting the column widths, dragging and dropping columns into their preferred position, and clicking on the header to sort the Sales Orders into ascending or descending order. You can also drag and drop column headers into the grey space above the other column headers to group Sales Orders by that column's detail, in an expandable format.

After customizing your column layout, save it for future use:

Click on the Show Toolbar tab.
Select New.
Enter a unique name for the new layout.
Click Add.

The layout will now be saved to your user profile, only available to select from the Show Toolbar's Grid Layout drop-down menu.

Edits can be made to your custom grid layout at any time; just click Save in the Show Toolbar options after you've made the necessary adjustments. Similarly, custom grid layouts can be removed by clicking Delete in the Show Toolbar tab.

Default grid layouts

Initially, whenever you navigate to the View Sales Orders page, the default grid layout "None" will be displayed.

To make one of your own custom grid layouts the default view:

Click on the Show Toolbar tab.
Select the layout from the Grid Layout drop-down menu
Tick the Default checkbox.
Click Save.

Share grid layouts

If you've created a grid layout that other users in your account would benefit from using, you can make it available to their user profiles too:

Click on the Show Toolbar tab.
Select the layout from the Grid Layout drop-down menu
Tick the Shared checkbox.
Click Save.

The layout will then be available to select from the Show Toolbar > Grid Layout menu when other users open the View Sales Orders page.

Manage Sales Orders from View Sales Orders

Whilst the View Sales Orders page can be used to provide an overview of sales made to date, use the actions and functions available in the View Sales Orders page to progress them through your selling processes. The updates that can be made to Sales Orders via the View Sales Orders page depend on whether it's a bulk action, for multiple Sales Orders, or not.

Print Documents

Select Print Documents in the View Sales Orders' bulk action cog to generate PDF documents for your selected Sales Orders, using the Doc Designer's templates selected in the Sales Order, Shipment or Invoice, for the following options:

Combined Picklist
Orders
Invoices
Packing Slips
Ship Notes
Commercial Invoices
Labels

Complete Orders and Complete and Print Invoices

Both the "Complete Orders" and "Complete and Print Invoices" actions in the bulk action cog will attempt to complete the selected Sales Orders, creating, completing and dispatching any outstanding Invoices and Shipments for them. The only difference in these actions is that "Complete and Print Invoices" will also generate a single PDF document of all invoices for the selected Sales Orders too.

Change Status

To change multiple Sales Orders to the same status:

In View Sales Orders, tick the checkbox for each appropriate open Sales Order.
Hover over the action cog icon in the grid's header.
Select Charge Status.
Use the Update Status' drop-down menu to select a new status for the orders.
Select Change Status.

You can click on the "New Status" link in the Update Status window to open the custom Sales Order Status page and manage the statuses that are available.

Email Orders or Invoices

Send multiple Sales Orders or Invoices to the appropriate customer contacts by "Email Orders" or "Email Invoices" in the bulk action cog.

By default, the Sales Order's customer's primary contact, "Ordering" or "Invoicing" contact, and default cc email address will populate in the email window. Each order or invoice will show as a tile in the email window and you can click on the To and Cc fields to edit the recipients. The email's Subject and Body will populate from your account's email templates body of the email, in the Message field. Tick the "Send me a copy" checkbox to include yourself as a recipient for each email, then click Send to deliver them to your recipients.

Export to 3PL

Select the "Export to 3pl" option in the bulk action's menu, to email your third-party logistics team one of your Data Exporter templates, pre-populated with the selected Sales Orders' data:

In View Sales Orders, tick the checkbox for each Sales Order being sent to your 3PL.
Hover over the action cog icon in the grid's header.
Select Export to 3PL.
Use the Template drop-down menu to select the appropriate Data Exporter template.
Confirm or update the recipients in the To and Cc fields.
Enter a Subject and Message for the email.
Click Send.

Frequently asked questions

How is the On Invoices column calculated?

The On Invoices column will show how much of the ordered quantity has been included on an open Invoice, as a percentage. If the On Invoice shows 100%, this means all ordered units have been included on Invoices for the Sales Order that aren't yet complete, whereas 0% means that no products on the order have been included on an Invoice of any status.

How is the On Shipments column calculated?

The On Shipments column will show a how many units out of the ordered quantity has been included on an open Shipment, as a percentage. If the On Shipment shows 100%, this means all ordered units have been included on Shipments that haven't been dispatched, whereas 0% means that no units have been added to a Shipment for the Sales Order.