Customer Portal - Orders

The Orders Module in the customer portal facilitates the efficient management and tracking of all sales orders. It provides users with a comprehensive overview of their orders, including details such as order types, statuses, and associated invoices. This module is essential for ensuring that orders are processed smoothly and that all necessary actions are taken to fulfill customer requirements.

Whether you're tracking orders by date, status, or customer purchase order (PO) numbers, the Orders module equips you with the tools necessary to manage your sales operations with precision and ease.

Orders Module Fields

Field	Description
Store	This field displays the name of the store associated with the order.
Order#	This field displays the unique identification number assigned to the order.
Type	This field shows the type of order (Estimate, Sale, or Transfer).
Status	This field shows the current status of the order.
Date	This field shows the date on which the order was placed.
Ship Date	The field shows the date on which the order is scheduled to be or has been shipped.
Total	This field displays the total cost of the order, including all items, taxes, and shipping charges.
Deposit Required	This field indicates the amount of deposit required for the order.
Deposit Made	This field shows the amount of deposit already paid towards the order.
Deposit Due	This field displays the remaining balance deposit due, if any, for the order.
Customer PO	This field shows the Purchase Order number provided by the customer, which may be used for their internal tracking and accounting.
Invoice#	This field displays the invoice number associated with the order. The invoice number is clickable. Click on it to view and pay the invoice.
Status	This field reflects the status of the invoice.

Orders Module Filters

The Orders module in the customer portal includes a range of filters that allow users to refine and tailor the display of invoice data according to specific criteria.

To access the filters, click on the "Grid" icon located at the top-left corner of the module.

Once the filters panel is open, you can use the following options:

• Customer PO: Filter orders based on the Customer Purchase Order (PO) number. This filter is particularly useful for tracking invoices linked to specific purchase orders, helping users match invoices with their internal procurement records.

• Date Filter: Use this filter to search for invoices issued within a particular time frame. Users can set a start and end date to view invoices generated within that period, making it easy to track financial activity over specific intervals.

After setting the desired filter criteria, click on the "Apply" button to apply the filters and refresh the invoice data accordingly.

Additionally, you can also filter the order data by status and type.

• Type: Select the type of orders you want to view from the "Type" dropdown and hit the "Refresh" icon to filter the results.

• Status: Select the status of the order from the "Status" dropdown and hit "Refresh" icon to filter the result

Orders Module Options

• Print: This option allows you to print and download the selected orders.

Header Level Icons

These features cater to diverse needs, providing users with a seamless experience while navigating and managing order information.

• Refresh: This functionality empowers users to refresh search results based on selected criteria, ensuring that the displayed information is always up-to-date.

• Save: Save feature enables users to preserve any updated user interface (UI) settings, ensuring a personalized and consistent experience during future interactions with the module.

• Columns: All the columns available for the module are listed under this icon. You can use this option to hide or add the columns and tailor the module view as per your requirements.

• Download: This versatile feature allows users to export and download data in various file formats, providing a summarized overview for quick reference. Options include CSV, TXT, MS-Word, MS-Excel, PDF, and MS-Excel(.xlsx), catering to diverse user preferences and use cases.