Sales Order Filters are Filter is a Readysell feature designed to optomise user's view
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enhance and optimise user's workflow by selecting one from a list of built-in filters.
- From the Navigation pane double click on Sales then click on Orders
- Locate the Filter button on the ribbon line
- Select the required filter from the drop-down list
- Sales orders list view changes to display only orders that meet the filter criteria
Reference
| Filter Criteria | Pop-up Explanation | Notes | ||||
|---|---|---|---|---|---|---|
| Outstanding (Orders and Quotes) | Show sale orders and quotes that have not been completed yet. | Default filter setting when user first log-on to Readysell | ||||
| Outstanding Sale Orders | Show sale orders that have not been completed yet. The last filter setting selected will be saved and defaulted when user next access the module. | |||||
| Outstanding Sale Quotes | Show sale quotes that have not been completed yet. | |||||
| Unpicked | Show sale orders that are yet to be fully picked. | |||||
| Pending (Orders and Quotes) | Show sale orders and quotes that have pending status or are fully shipped. | |||||
| Outstanding and Pending | Show sale orders and quotes that have not been completed yet. | |||||
| Unshipped Sale Orders | Show sale orders that have not been shipped yet. | |||||
| Partially Shipped Sale Orders | Show sale orders that have shipments for part of the order. | |||||
| Uninvoiced Sale Orders | Show sale orders that have been received but not yet invoiced. | |||||
| All (Orders and Quotes) | Show all sale orders and quotes. | |||||
| All Sale Orders | Show all sale orders. | |||||
| All Sale Quotes | Show all sale quotes. | |||||
| Posting or Failed | Show all sale orders that are failed or posting. |
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