This article outlines the steps to search for Sales Orders from within the Navigation section in Sync. This area provides a more detailed and centralized view, with access to additional features related to Sales Orders.
PURPOSE
To enable users to search, view, and manage Sales Orders directly from the Navigation panel, where more robust filters and related options are available.
KEY BENEFITS
- Centralized access to all Sales Order records
- Advanced filtering options for refined search results
- Enhances visibility across sales processes
- Provides direct access to related Sales Order actions and details
FOLLOW STEPS BELOW:
1. From Navigation, Click on ‘Sales’
2. Click on ‘Sales Orders’
3. Within the ‘Sales Order’ Window, apply filters e.g. Order Type, Status, Category, Customer
4. Select a Search Criteria e.g. Sales#
5. Capture a Search Criteria
6. If applicable, click on the ‘Advanced Filter Mode’
7. Select an additional Search Criteria
8. Click ‘Search’
9. Double Click to Open Sales Order
ADDITIONAL NOTES
This section of Sync allows users to manage, track, and action Sales Orders from one consolidated interface.
You can edit, approve, issue, or print Sales Orders from this view depending on your access rights.
NB. For a quick tutorial watch below