Difference between revisions of "How do I Search for a Sales Order?"
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== Summary == | == Summary == | ||
The following article explains how to search for a sales order. | The following article explains how to search for a sales order. | ||
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* [[Processing a Sales Order]] | * [[Processing a Sales Order]] | ||
| − | {{FAQ}}{{KB_Tags|search, search sales order, processing, process, Sales Order Processing, Sales Orders}}{{KB_OP}} | + | {{FAQ}}{{KB_Tags|search, search sales order, processing, process, Sales Order Processing, Sales Orders}}{{KB_OP}}{{KB_Ref|PO01}}{{KB_Ref|SO01}}{{KB_Ref|OP98}} |
Revision as of 11:50, 10 February 2012
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Summary
The following article explains how to search for a sales order.
 | This process can also be followed when searching for a purchase order in the purchase ordering module. |
More Information
Go to " Order Processing Sales Ordering Add/Edit Sales Orders".
- From the "Account code:" field, press <F2>.
- The "Order Search" window is shown, and you can find the order that you want using any one or combination of the fields shown.
| Note: Be selective about the fields that you use - you do not have to fill in every single one here! For example, entering a date range of when the order was placed might be your best search options. In this instance, only enter a 'From Order Date:' and a 'To Order Date:', and leave the rest of the fields blank. |
- 'Deposit Receipt:' If you took a deposit from the customer and they have the deposit receipt, you can use the receipt number to search for the order.
- 'Status:' Use this field to find all orders of a particular status.
- 'Reference:' All Sales Orders are badged with a reference. Use this to search.
- 'Your Order No.:' Enter the Order Number to search for.
- 'Their Order No.:' Enter the Customer's Order Number to search for.
- 'From Order Date:' If you know roughly when the order was placed, enter the earliest date here.
- 'To Order Date:' As with 'From Order Date:', enter the latest date here.
- 'Account:' Enter the customer to search for.
- Press <F2> to search for the order.
- The relevant orders will be shown. Edit or process it as normal.
See also
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