Sales Order Filter is a Readysell feature designed to enhance and optimise user's workflow by selecting one from a list of built-in filters.
- From the Navigation panel double click on Sales then click on Orders
Locate the Filter button on the ribbon line
Expand title Show me Select the required filter from the drop-down list
Expand title Show me - 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 paid but not completed. |
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 shipped/finalised but not yet invoiced. |
All (Orders and Quotes) | Show all sale orders and quotes. |
All Sale Orders | Show all sale orders only. |
All Sale Quotes | Show all sale quotes only. |
Posting or Failed | Show all sale orders that still have a status of failed or posting. |
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