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- 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 |
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Outstanding (Orders and Quotes) | Show sale orders and quotes that have not been completed yet. |
Outstanding Sale Orders | Show sale orders that have not been completed yet. |
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. |
Info |
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