Find and view sales orders

Owned by Demetria Jones-Davis
Last updated: Oct 30, 2020 by Wanda Chambers (Unlicensed)Version comment
3 min read

Click here to download pdf version


To find and view a sales order:

  1. From the Home screen, click on the Sales Order tab.

This will direct you to the Sales Orders main page. 

       2. Search for the sales order number in the Search field.  Once you click into the field, search guidelines will appear to assist you with your search.

       3. Enter all or the last four digits of the sales order number to activate the search.

       4. Select the appropriate sales order by clicking on the correct hyperlinked sales order number.

This will direct you to the details of the sales order.



To Find a sales order from a contact record:

  1. Click on the Sales Order tab in the Related List Quick Links or under the Related view.

       2. From the list of sales orders, select the appropriate sales order by the hyperlinked sales order number.  

This will direct you to the details of the sales order.


To view a pdf of the sales order:

  1. Click on the down arrow in the top right of the sales order screen.

       2. Select View Document from the drop down list.

This will direct you to the pdf of the sales order (via the browser). 

From this screen, you can download, print or save the pdf.