How do I Search for a Sales Order?

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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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search, search sales order, processing, process, Sales Order Processing, Sales Orders
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