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

Modified on Wed, 29 Nov 2023 at 01:55 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



Select and/or combine the filters according to your needs.

3. Review the information that has been filtered

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