Sales Order Centre Search Fields

Header Search Fields

Sales Order Centre provides users with a plethora of options to search for the exact Sales Order that they intend to view or update. With diverse options and selection criteria, users can refine their searches and streamline the process.

Below, we'll detail the header-level search fields designed to enhance search precision:

• Search By – Dropdown with two options:

  • Sales Order: Get a quick glance at all Sales Orders within XoroERP.

  • Sales Order Detail: Dive deeper into Sales Orders with insights like Ship Store, Line Status, Ship Status, Item Number, Payment Terms, and more.

• Select Status: Filter Sales Orders by their status. Choose one or multiple statuses to refine your search.

• Select Allocation Status: This allows you to filter Sales Orders by their Allocation Status. Choose one or multiple statuses to refine your search.

• Customer PO: This allows you to narrow down the search results by searching with the PO number linked with the SO.

• Zip/Postal: This allows you to search for Sales Orders using the Zip/Postal code of the customer's address.

• SO Number: This allows you to search for Sales Orders using their numbers.

• Customer: This allows you to search for Sales Orders using the Customer Name.

• Ref#: This allows you to search for Sales Orders using any reference numbers linked to them.

• Bill To First Name: This allows you to search for Sales Orders using Bill To First Name.

• Ship To First Name: This allows you to search for Sales Orders using Ship To First Name.

• Item#: This allows you to search for Sales Orders using Item number included in the SO.

• All Ref#: This allows you to search for Sales Order using all the reference numbers linked with them.

Header Level Icons

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

• 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:

  • Columns represent the customizable criteria available to users, enabling them to further refine their searches. These columns change based on the selected option in the Search By field.

Search By Sales Order

Column Name	Description
Order Date	Date when the sales order was created.
Order Number	Unique identifier assigned to the sales order.
Sale Store	The store where the order was originally created.
Customer	Name of the customer associated with the sales order.
Customer Group	The customer classification group assigned to the customer (e.g., Wholesale, B2B, Customer).
Ship Status	Current shipping status of the sales order (e.g., Partially Shipped, Shipped).
Allocation Status	Indicates whether inventory has been allocated to the sales order (e.g., Allocated, Partially Allocated).
Total Amount	Total monetary value of the sales order, including applicable taxes and charges.
Ship Store	The store or warehouse responsible for fulfilling the order.
Invoice Number	Invoice number linked to the sales order.
Transfer To Store	The store/location to which inventory is being transferred, if applicable.
Company Name	The company name associated with the customer or order.
Customer First Name	First name of the customer linked to the order.
Customer Last Name	Last name of the customer linked to the order.
Third Party Order Datetime	Date and time when the order was created in third-party system.
Sales Rep Group	The sales representative group assigned to the order or customer.
Written By	User who created the sales order in the system.
Shipping Terms	Shipping terms associated with the order (e.g., FOB, Prepaid, Collect).
Deposit Taken	Displays the total deposit amount received against the sales order.
Third Party Shipping Account#	Shipping account number provided by a third-party carrier.
Customer Id	Internal ID of the customer.
Customer Account Number	Account number assigned to the customer.
RefNo	Reference number linked to the order.
Customer PO	Purchase order number provided by the customer.
Type	Type of sales order (e.g., Sale, Transfer).
Brand	Brand associated with the sales order items.
Exchange Rate	Currency exchange rate applied.
Currency Code	Currency code used in the order (e.g., CAD, USD).
Memo	Notes or comments added to the order.
Tags	Tags used for categorization.
Customer Tags	Tags specifically associated with the customer.
Date To Be Cancelled	Date on which the order is scheduled to be cancelled if not fulfilled.
Date Release	Release date of the order.
Date First Ship	Date of the first shipment for the order.
Create Datetime	Date and time when the order was created.
Shipping Notes	Additional shipping-related notes.
Date Last Ship	Date of the most recent shipment.
Third Party Notes	Notes provided by third-party vendors.
Date Fulfilled	Date when the order was fully fulfilled.
Date To Be Shipped	Scheduled ship date.
Last Date To Be Shipped	Last possible ship date for the order.
Date Cancelled	Date when the order was cancelled.
Order Type Name	Name of the sales order type.
Order Type Code	Code of the sales order type.
Project/Class Name	Name of the project or class linked to the order.
Project/Class Code	Code of the project or class linked to the order.
Bill To First Name	First name of the billing contact.
Bill To Last Name	Last name of the billing contact.
Bill To Address1	Primary billing address line.
Bill To Address2	Secondary billing address line.
Bill To City	City of the billing address.
Bill To State	State/province of the billing address.
Bill To Country	Country of the billing address.
Bill To Postal/Zip	Postal/ZIP code of the billing address.
Bill To Company Name	Company name for billing purposes.
Bill To Phone	Phone number for billing contact.
Bill To Email	Email address for billing contact.
Ship To First Name	First name of the shipping contact.
Ship To Last Name	Last name of the shipping contact.
Ship To Address1	Primary shipping address line.
Ship To Address2	Secondary shipping address line.
Ship To City	City of the shipping address.
Ship To State	State/province of the shipping address.
Ship To Country	Country of the shipping address.
Ship To Postal/Zip	Postal/ZIP code of the shipping address.
Ship To Company Name	Company name for shipping purposes.
Ship To Phone	Phone number for shipping contact.
Ship To Email	Email address for shipping contact.
Ship To Address Name	Display name for the shipping address.
Bill To Address Name	Display name for the billing address.
Sales Rep	Sales representative responsible for the order.
Customer Service Rep	Customer service representative linked to the order.
CC Status	Current status of credit card transactions.
Processed Transfer SO	Indicates if the order has been transferred/processed.
Sent by Scheduler	Shows if the order was sent via scheduler.
Third Party Ref No	Reference number from third-party systems.
Presentation Name	Name of the presentation linked to the order.
Campaign Name	Marketing campaign associated with the order.
B2B Order	Indicates if this is a B2B order.
B2B Order By Rep	Shows if a sales rep placed the B2B order.
Buyer Name	Name of the buyer.
Default Location Name	Default location used for the order.
Tracking Numbers	Shipment tracking numbers.
Customer Message	Message displayed to the customer.
EDI?	Shows if the order involves EDI transactions.
Mark Order Confirmed?	Flag to mark order as confirmed.
EDI Doc Status	Current status of the EDI document.
EDI Doc Next Action	Next required action for the EDI document.
EDI Doc Response Message	Response message for the EDI document.
Has Pre-sell Items?	Indicates if the order contains pre-sell items.
Attachments	Any files or documents attached to the order.
Promise Date	Date promised to deliver the order.
Line Count	Total number of order lines.
Linked Credit#	Credit document linked to the order.
Modified By	User who last modified the order.
Modified Date	Date when the order was last modified.
Dynamic MO#	Dynamic manufacturing order number linked.
Customer Deposits	Deposits made by the customer for the order.
Deposit Links	Links to related deposit records.
EDI Ack Required?	Indicates if EDI acknowledgment is required.
Linked MO	Manufacturing order linked to the sales order.
Linked Credit Amount	Amount of linked credit.
Invoice Credit Memo#	Credit memo number linked to invoices.
Main Email	Main email address for customer communication.
Invalid Address?	Flag indicating invalid addresses.
Last Wave Datetime	Date/time of the last wave allocation.
Cancel Reason Name	Name/description of the cancel reason.
Cancel Reason Code	Code assigned to the cancel reason.
Auto Process Payment?	Indicates if payment is processed automatically.
Auto Process Payment Name	Name of the auto process payment method.
Is Dropship?	Indicates if this order is a dropship.
DC Addr First Name	First name for distribution center contact.
DC Addr Last Name	Last name for distribution center contact.
DC Address1	Primary distribution center address line.
DC Address2	Secondary distribution center address line.
DC Addr City	City of the distribution center address.
DC Addr State	State/province of the distribution center address.
DC Addr Country	Country of the distribution center address.
DC Addr Postal/Zip	Postal/ZIP code of the distribution center.
DC Addr Company Name	Distribution center company name.
DC Addr Phone	Distribution center phone number.
DC Addr Email	Distribution center email address.
DC Addr Name	Display name for the distribution center address.
Is Lead Order?	Indicates if this is a lead order.
Sales Order Batch#	Batch number assigned to the sales order.
Packing Slip#	Packing slip number generated.
Total Cancel Qty	Total quantity of items cancelled.
Lock Flag	Indicates if the order is locked.
Minimum Fill Rate%	Minimum fill rate percentage required.
Fill Rate%	Actual fill rate percentage achieved.
Fill Rate Failed Flag	Flag showing if fill rate requirement failed.
Last Location Name	Last location used for the order.
Duty Payment Terms	Duty/tax payment terms.
EIN	Employer Identification Number (if applicable).
Custom Comment	Custom comments related to the order.
Is Residential?	Indicates if the shipping address is residential.
Linked PO	Purchase order linked to the sales order.
Auto Lock Partially Allocated SO?	Flag to auto lock partially allocated orders.
Signature Required?	Indicates if signature is required at delivery.
Contact	Contact person linked to the order.
Active Linked Qty	Active linked quantity with related documents.
Not Linked Qty	Quantity not linked to related documents.
Deposit Links Combined?	Shows if deposit links are combined.
SOH-CF1-Text	Custom field 1 (text type).
SOH-CF2-Number	Custom field 2 (number type).
SOH-CF3-List	Custom field 3 (list type).
SOH-CF4-Date	Custom field 4 (date type).
Multi-Select List	Custom field (multi-select list type).
Back Order Number	Number assigned to the back order.
Order Status (WMS)	Order status in the Warehouse Management System.

Search By Sales Order Detail

Column Name	Description
Order Number	Unique identifier assigned to the sales order.
Ship Store	Store responsible for shipping the order.
Line Status	Current status of the specific sales order line.
Ship Status	Shipping status of the order line (e.g., Partially Shipped, Shipped).
Order Allocation Status	Allocation status of the overall sales order (e.g., Open, Released).
Sale Store	Store where the order originated.
Customer	Name of the customer associated with the order.
Customer Id	Internal system ID assigned to the customer.
Customer Account Number	Account number assigned to the customer.
Customer PO	Purchase order number provided by the customer.
Shipping Term	Shipping terms applied to the order (e.g., FOB, Prepaid).
Bill To First Name	First name of the billing contact.
Bill To Last Name	Last name of the billing contact.
Bill To Address1	Primary billing address line.
Bill To Address2	Secondary billing address line.
Bill To City	City of the billing address.
Bill To State	Billing state/province.
Bill To Country	Country of the billing address.
Bill To Postal/Zip	Billing postal or ZIP code.
Bill To Company Name	Company name for billing purposes.
Bill To Phone	Billing contact phone number.
Bill To Email	Billing contact email address.
Ship To First Name	First name of the shipping contact.
Ship To Last Name	Last name of the shipping contact.
Ship To Address1	Primary shipping address line.
Ship To Address2	Secondary shipping address line.
Ship To State	Shipping state/province.
Ship To Country	Shipping country.
Ship To Postal/Zip	Shipping postal or ZIP code.
Ship To Company Name	Company name for shipping purposes.
Ship To Phone	Shipping contact phone number.
Ship To Email	Shipping contact email address.
Customer Group	Customer classification group (e.g., Wholesale, B2B, Customer).
Item Type	Classification type of the item (e.g., Inventory, Service).
Item Number	Unique identifier assigned to the item.
Description	Description of the item.
Unit Price	Price per unit of the item.
Order Date	Date the sales order was created.
Create Time	Time when the order was created.
First Ship Date	Date of the first shipment for the order.
Last Ship Date	Date of the most recent shipment.
Fulfilled Date	Date the order was fully fulfilled.
To Be Ship Date	Scheduled shipping date.
Last To Be Ship Date	Final allowable shipping date.
Written By	User who created the sales order.
Type	Type of sales order (e.g., Sale, Transfer).
Order Type	Name of the sales order type.
Ship Method	Shipping method selected for the order.
Sales Rep	Sales representative assigned to the order.
Customer Service Rep	Customer service representative assigned.
BOM Item	Indicates if the item is part of a Bill of Material.
Raw Material Item	Indicates if the item is a raw material.
Is Purchasable?	Indicates if the item can be purchased.
Pre Sell Item	Indicates if the item is marked for pre-sale.
Sales Notes	Internal sales notes for the order.
Barcode	Barcode identifier of the item.
Tags	Tags assigned to the item.
Brand	Brand associated with the item.
Qty Allocated	Quantity allocated to the order line.
RefNo	Reference number linked to the order.
Third Party Ref No	Reference number from an external system.
Is Manufacturable?	Indicates if the item can be manufactured.
Is Sellable?	Indicates if the item is available for sale.
Base Part	Base part identifier for the item.
VAS Item Cost	Cost associated with the VAS item.
Third Party Account	External account reference for integration.
Sent by Scheduler	Indicates if the order was sent via scheduler.
Line Create Date	Date when the order line was created.
Ship To Address Name	Displays name of the shipping address.
Bill To Address Name	Displays name of the billing address.
Payment Terms	Payment terms applied to the order (e.g., 10%, 2% 10 Net 30)
Project/Class Name	Project or class linked to the order.
Wave Numbers	Wave identifiers linked to the order.
Invoice Number	Invoice number linked to the order.
EDI Status	Current EDI processing status.
EDI?	Indicates if the order involves EDI processing.
Mark Order Confirmed?	Flag to mark the order as confirmed.
Modified By	User who last modified the order line.
Modified Date	Date when the order was last modified.
Customer Item Number	Customer-specific item number reference.
Memo	Notes or comments on the order line.
Buyer Name	Name of the buyer linked to the order.
Default Location Name	Default warehouse/location for the item.
Tax Amount	Tax amount applied to the line.
Notes	Additional notes linked to the order line.
Carrier	Shipping carrier selected.
Ship Service	Shipping service level selected.
Default Vendor	Default vendor linked to the item.
Total Order Qty	Total quantity across the order.
Line Count	Total number of lines in the order.
Third Party Ref Name	Name linked to third-party reference.
Item Unit Price	Unit price specific to the item line.
Linked MO	Displays the Manufacturing order linked.
Dropship PO#	Purchase order number for dropship.
Cancel Qty	Quantity cancelled on the line.
Allocation Status	Allocation status of the line item.
Duty Payment Terms	Duty/tax payment terms.
Lock Flag	Indicates if the line/order is locked.
PO Linked Qty	Quantity linked to a purchase order.
Linked PO	Purchase order linked to the sales order.
Last Wave Number	Most recent wave number assigned.
Last Wave Datetime	Date/time of the most recent wave.
PO Expected Delivery Date	Expected delivery date from purchase order.
Over Shipped Qty	Quantity shipped beyond ordered amount.
MO Last Process	Last completed manufacturing process step.

The field MO Last Process is available only when workstation module access is enabled.

• Advanced Search:

  • The Advanced Search option elevates customer information retrieval to a sophisticated level. Users can delve into a nuanced search by specifying criteria such as Column Name, Operator, and Value, facilitating precise and tailored searches.

• 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.

• Refresh:

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

Custom Queries

The Custom Queries option dropdown displays all queries saved from the Sales Order Center. It houses all queries created in the system, irrespective of the creator.

When creating a Query in the Centers, such as the Sales Order Center, users can select the Report Type as User or Application. Queries of Report Type User are visible only to the user who created them and can be found in the User Query Center.