Sales > Sales order
The sales order overview consists of the two tabs Orders and In Progress and provides a quick and complete overview of all sales orders and their status. The Orders subtab contains all sales orders created, the In Progress subtab only contains the sales orders which have not yet been released, meaning they're still in draft mode. The sales order overview contains the following options:
The Orders tab contains all orders available in Xentral. The In Progress tab only includes orders that have not yet been released and are therefore still in draft mode.
Note
The Order Overview provides you with the following features for your daily operations:
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Filter your search orders using the available filters
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Search for specific terms in the sales orders using the Search field.
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Display a quick preview of certain sales order information
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Batch process several sales orders at once
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Quickly see the current status of the sales order using the status monitor.
The sales order overview offers you many filters to filter your sales orders based on your requirements.
Filter |
Description |
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Item is missing |
Sales order where an a product is missing (e.g. out of stock, currently being produced) |
Partial delivery possible |
Sales orders for which a partial delivery is possible |
VAT test missing |
Sales orders where no VAT check was carried out |
Payment ok |
Sales orders which have been paid correctly |
Payment is missing |
Sales orders where the payment is missing |
Postage missing |
Sales orders where the postage is missing |
Manual test |
Sales orders that require a manual check |
Partial payment |
Sales orders for which a partial payment is possible |
without invoice |
Sales orders without an invoice issued |
Today |
Sales orders that were created today |
Auto-shipping missing |
Sales orders for which auto-shipping is deactivated |
Auto-shipping ok |
Sales orders with auto-shipping activated |
Fast lane |
Prioritized sales orders, that is the fast lane flag is set Tip
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Delivery date overdue |
Sales order with an overdue delivery. This relates to the date from the Delivery warehouse field. If this field is empty, the Desired delivery date field is checked. If this is empty, the Order date field is checked. |
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Important
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to transfers |
Sales order which have the status "To transfer" in the Transfer module Important
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failed transfers |
Sales orders for which the transfer to the Transfer module failed Important
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successful transfers |
Sales orders for which the transfer to the Transfer module was successful Important
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To search for a specific term across all table columns:
Note
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Enter your search term into the Search field on the top right above the table. You can also add parts of the search term.
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From the overview you can process several sales orders at once using the Bulk Batch Processing feature.
To process several sales orders at the same time:
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Apply the filters described above as required to display the sales orders you want to batch process (optional).
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Select the check box on the left in the table for all sales orders you want to batch process. If you want to batch process all sales orders displayed, click the mark all check box in the Bulk Batch Processing section.
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From the first drop-down select the action you want to carry out for all selected sales orders.
The following actions are available in batch processing:
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Mark as released: Releases sales orders which are still in draft mode.
Important
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Mark as canceled: The selected sales orders are marked as canceled.
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Mark as "ready for shipping: The Approve for auto-shipping check box in the sales orders is selected.
Tip
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Mark as "not ready for shipping": The Approve for auto-shipping check box in the sales orders is cleared.
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Mark as "fast lane": The Fast lane check box for the selected sales orders is selected marking the sales order as prioritized. You can find more information on the fast lane feature in the Prioritizing sales orders - Fast lane functionality article.
Tip
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Remove "fast lane" option: The Fast lane check box for the selected sales orders is cleared effectively de-prioritizing once prioritized sales orders. You can find more information on the fast lane feature in the Prioritizing sales orders - Fast lane functionality article.
Tip
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Send by mail: A sales order confirmation is sent via email to for all selected sales orders to the relevant customers.
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Mark as shipped: The selected sales orders are marked as "sent".
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Continue as production: The selected sales orders are continued as production.
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Collective PDF: A PDF containing the sales order confirmations for all selected sales orders is downloaded on your computer.
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Print: The sales order confirmations for the selected sales orders are printed on the printer selected from the Printer drop-down.
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Submit orders again: Sales orders which have already been transferred to the Transfer module are transferred again.
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Merge orders: The selected sales orders are merged into one sales order. You can find more information on the merging of sales orders in the Merging Sales Orders article.
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For some actions you can select to print the information. If you want to print information, select the correct printer from the Printer drop-down.
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Click Execute.
In the overview you can display the main sales order information without opening the sales order itself.
To get a quick preview of your sales order:
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Click
on the left of the table next to the sales order, of which you'd like to see a quick preview.
The quick preview contains the following information:
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Customer and sales order number
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General information about the sales order: status and project
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Overview of documents relating to the sales order. You can open the documents in PDF format or edit them
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Payment information
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Shipping information
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Overview of products in the sales order
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Payments
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Log file containing all processes carried out for this sales order
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RMA information
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PDF archive. Here you can open the PDF files
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Information about the contribution margin
Close the quick preview by clicking on the left of the table next to the sales order.