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SalesRep: Orders

Introduction

The orders list screen displays a list of any orders that have been created but have yet to be submitted to your ERP.

How it fits together

The orders list screen displays a list of any orders that have been created but have yet to be submitted to your ERP.

Actions available

  • Search for specific open orders, either using the search option, filter the list or by browsing through the order list,

  • View key information about each open order, including customer code, name, number of items currently in the order and the current net total of the order,

  • Open an existing order to view its details and to place that order in your ERP.

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