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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