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:
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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.
Note
Not all of the above mentioned options are available in both subtabs.
The sales order overview offers you many filters to filter your sales orders based on your requirements.
The following filter and search options are available to you:
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The Filter option on the top left of the table:
This filter option displays many different filter options which you can select or clear. The following filter options are available to you:
Filter
Description
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
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.
to transfers
Sales order which have the status "To transfer" in the Transfer module
failed transfers
Sales orders for which the transfer to the Transfer module failed
successful transfers
Sales orders for which the transfer to the Transfer module was successful
Customers with several open orders
All sales orders where several orders for the same customer are open
You can select one or more filters. Once you have selected at least one filter here, a green circle with the number of selected filters appears next to the Filter icon. To reset filters deselect the filter check box in the list.
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The filters displayed on top of the table:
You can use this filter to filter your sales orders based on their current status.
Note
If you use the Order status indicator app, an additional filter might be displayed next to this filter.
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The filter option next to the Search field:
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The table column filters:
You can use the column filter to search for specific information within a column.
To search for a specific term across all table columns:
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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.
The overview will show all sales orders containing the search term in one of the displayed columns.
Note
You cannot use the Search field to search for information not displayed in the overview, e.g. a product name included in a sales order. Please use the relevant filter to search for sales order information not displayed in the overview.
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.
Note
This option is not available for sales orders with the status Canceled or Completed.
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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.
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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.
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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.
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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.
The action you selected is carried out for the selected sales orders.
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.
You can sort the overview in ascending or descending order based on column contents. For this purpose there is an upward and downward pointing arrow next to the column headers. If you click on these arrows, the table is sorted alphabetically or numerically in ascending or descending order.
The Orders and In Progress subtabs contain the following buttons for export below the sales order table:
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Clipboard
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CSV
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Excel
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PDF
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Print
If you want to print your sales order data, make sure that a printer has been set up.
To export sales order data:
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Filter your data so that only information you want to export is displayed.
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Make sure that all the required data is shown on one page. Use the Entries per page option for this purpose. Only data displayed on the screen will be exported when you click the export buttons.
Note
You can export no more than 1000 table rows of data as the display is limited to show a maximum of 1000 sales orders.
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Click Clipboard, CSV, Excel, PDF or Print.