Sales Order Batch Centre

What is Sales Order Batch Centre?

The Sales Order Batch Centre provides a centralized view of all Sales Order batches created in the system. It allows users to group multiple Sales Orders into batches for streamlined processing, tracking, and management.

Header Level Search Fields

These fields allow users to filter and locate specific Sales Order batch records.

Field	Description
Store	Filters batch records based on the store associated with the Sales Orders.
Sales Batch#	Allows users to search for a specific Sales Order Batch using the batch number.

Header Level Options

These options are available under the Options dropdown and allow users to perform actions on selected batch records.

Option	Description
Print	Allows users to print details of the selected Sales Order batch.
Batch Delete	Deletes the selected Sales Order batch from the system.

Header Level Icons

These features provide quick actions for managing and viewing batch records.

• Navigation Controls: Allow users to navigate between pages or records in the grid.

• Refresh: Reloads the batch records based on the applied filters to display the latest data.

• Save: Saves user-specific UI preferences such as column visibility and layout.

• Advanced Search: Enables detailed search using filters like column name, operator, and value.

• Columns: Allows users to customize which columns are visible in the grid.

The Sales Order Batch Centre displays the following columns to provide visibility into batch-level details.

Field	Description
Store	Displays the store associated with the Sales Order batch.
Sales Order Batch#	Displays the unique identifier assigned to the Sales Order batch.
Customer Name	Shows the customer name(s) associated with the batch. If multiple customers exist, values are displayed comma-separated.
Customer Full Name	Displays the full name of the customer(s) associated with the batch. If multiple customers exist, values are displayed comma-separated.
Customer Account#	Displays the customer account number(s) associated with the batch. In cases with multiple customers, the account numbers are listed as comma-separated values.
Currency Name	Displays the currency used for the Sales Orders within the batch.
Currency Code	Displays the currency code (e.g., CAD, USD).
Create Datetime	Indicates the date and time when the batch was created.
Created By	Displays the user who created the batch.
Modified By	Displays the user who last modified the batch, if applicable.
Amount	Displays the total amount of the batch including all applicable charges.
Tax Amount	Displays the total tax amount applied to the batch.
Shipping Cost	Displays the total shipping cost associated with the batch.
PAPS#	Displays the PAPS info associated with the batch. This field is editable in the batch subform and used for tracking shipment-related identifiers.

• Download: Exports batch data into formats such as CSV, Excel, or PDF.