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Click the (+) next to Sales Orders, and the list will drop-down to show subsections. In this area one may View and Edit Open [current] Orders, as well as Search and View Closed Orders.
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View/Edit Open Orders
A list of current Orders displays on this main page. If no Orders have been made to date, there will be no list. The Sales Order Id is an automatically generated number. The Order status shows in what stage the Order is in (e.g. Unprocessed, Received, Billed, Shipped, or Closed). The column on the right shows the date and time the Order was created. This list may be sorted by Sales Order ID, Order Status, or Date Created.
Click on the Sales Order Id to select an Order. The Order form will appear. At the top are 5 modifying elements:
- View All Open Orders. This will revert to the Open Sales Order list page.
- View/Print Packing Slip. If clicked on, another window will appear with the Order form information formatted into packing slip form, and it can be printed from that window.
- Print This Order. Click this button to print the Order Form.
- Order Status has a drop-down menu. The status of the Order may be changed when appropriate. If the Payment Type selected for an order is Protected, all except the last four digits of the Credit Card number will be erased after the order has been marked as Billed, Shipped, or Closed. A warning will appear regarding this if the status is changed of a Protected Order within that range:
- Notify Customer. This last option, at the top right-hand side, allows the Customer to receive notification whenever the Order is updated. Checking the box next to this option enables it.
To enter or edit an Invoice Number or Tracking Number, enter the correct information in the corresponding field and click Save to save changes.
To Delete an Order, or an item within an Order, check the box to the left of all the items, or change the
quantity of each product to 0 (zero), and click Recalculate. The page will revert to the Sales Order menu.
To change the Quantity of an item that is ordered, replace the old number with the correct quantity, and then click Recalculate.
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Search Closed Orders.
Use this section to refer to old closed orders. Note: only orders with a status of Closed will appear in the Search Closed Orders screen. Orders with any other status will remain in Open Sales Orders.
There are a number of ways to search for a Closed Order. To view an Order, click the Sales Order Id. This list may be sorted by Sales Order Id, Customer Name, Order Status, or Date Created.
If the status of the Closed Order is changed to anything but Closed, the Order will reopen and appear in the Open Sales Orders menu.
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