Order Linking Centre Fields

Header Fields:

Order Type: This allows users to select the type of order for which they intend to view the details for.

Header Level Important Icons

These functionalities are designed to meet diverse needs, ensuring users experience seamless navigation and effective management of customer information.

1. Refresh:

   • This empowering functionality allows users to refresh search results based on selected criteria, ensuring the displayed information is consistently up-to-date.

2. Save:

   • The Save feature preserves updated user interface (UI) settings, delivering a personalized and consistent experience for future interactions within the module.

3. Advanced Search:

   • Elevating customer information retrieval, the Advanced Search option enables users to conduct sophisticated searches by specifying criteria like Column Name, Operator, and Value. This facilitates precise and tailored information retrieval.

4. Columns:

   • Representing customizable criteria, Columns empower users to refine their searches further. The options in the dropdown menu for Columns dynamically adjust based on the active tab, ensuring relevance and convenience.

5. 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.

Columns:

PO Type: This field indicates the type of purchase order (PO) used for order linking within the XoroERP system.

Vendor: This field refers to the vendor associated with the linked purchase order (PO). It provides information about the supplier from whom the items are procured.

PO#: This field displays the unique number assigned to the linked purchase order (PO). It serves as a reference for tracking and managing the specific PO.

PO Status: This field indicates the current status of the linked purchase order (PO). The status can be categorized as Open, Partially Received, or Released, providing insights into the progress of the PO.

Item: This field lists the item included in the linked purchase order (PO). It specifies the product or goods that are part of the procurement process.

PO Order Qty: This field shows the order quantity specified in the linked purchase order (PO). It denotes the quantity of items that have been ordered from the vendor.

PO Received Qty: This field displays the quantity of items received for the linked purchase order (PO). It tracks the actual quantity of items that have been delivered and received.

Create Datetime: This field indicates the date and time when the linked purchase order (PO) was created in the system. It provides a timestamp for reference and historical tracking.

Created By: This field shows the name of the individual who created the linked purchase order (PO). It identifies the person responsible for initiating the procurement process.

PO Expected Delivery: This field specifies the expected date of delivery for the linked purchase order (PO). It helps in managing delivery timelines and expectations.

PO Item Expected Delivery: This field denotes the expected delivery date for the item included in the linked purchase order (PO). It provides specific information about when the ordered item is anticipated to be received.

PO Line Status: This field indicates the status of the order lines included in the linked purchase order (PO). It provides insights into the status of individual items within the PO.

SO Type: This field represents the type of sales order (SO) to which the purchase order (PO) is linked. It categorizes the nature of the sales transaction associated with the PO.

SO#: This field displays the unique number assigned to the linked sales order (SO). It serves as a reference for tracking and managing the specific SO.

SO Status: This field indicates the current status of the linked sales order (SO). It provides insights into the progress of the sales transaction.

SO Expected Ship: This field specifies the expected shipping date for the linked sales order (SO). It helps in managing delivery timelines and customer expectations.

SO Item Expected Ship: This field denotes the expected shipping date for the item included in the linked sales order (SO). It provides specific information about when the ordered item is anticipated to be shipped.

Store: This field identifies the store or location for which the linked sales order (SO) is created. It helps in organizing and managing sales activities based on different store locations.

Sales Rep: This field shows the name of the sales representative associated with the linked sales order (SO). It identifies the individual responsible for managing the sales transaction.

SO Order Qty: This field displays the quantity of items in the linked sales order (SO). It represents the total number of items ordered by the customer.

Sale Store: This field indicates the name of the sale store associated with the linked sales order (SO). It specifies the store from which the sales transaction is conducted.

Customer: This field shows the name of the customer for whom the linked sales order (SO) is created. It identifies the recipient of the sales transaction.