How to find/filter Sales Orders [Step-by-Step Guide]

Modified on Thu, 21 Apr 2022 at 05:03 PM

When you manage Sales Orders you might need to find a specific order or group of orders.


NOTE: Make sure that you are operating at the right Vendor/Warehouse beforehand.


To find or filter Sales Orders you will have to:


1. Click Sales Orders under Sales


2. Filter information by any of the possible ways


  • Quick Search: Enter the value you are searching for in the search bar, which will look up for all the orders that match it; as you enter the value, it will gradually narrow down the results to a unique order if you specify a full sale order number
  • Quick Group Search: Choose an option from the dropdown, where you will find preset options based on time thresholds, order status, ship requests and updates
  • Advanced Search: Click in the Filter icon by the Search Bar to deploy the advanced fields and complete them accordingly




QUICK GROUP SEARCH




ADVANCED SEARCH




3. Review the information that has been filtered

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article