Working with Sales Order Filter
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
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 |
|---|---|
| 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. |
- Outstanding (Orders and Quotes) is the default filter setting when the user first accesses the Sales Orders module.
- The last filter setting selected will be saved and defaulted when user next accesses the module.
- Mouse-over the Filter button to view the filter pop-up explanation.