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:
Sales Order: Get a quick glance at all Sales Orders within XoroERP.
Sales Order Details: 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.
Column NameDescriptionOrder Date
Date when the sales order was created.
Order Number
Unique identifier assigned to the sales order.
Customer Id
Internal ID of the customer.
Customer Account Number
Account number assigned to the customer.
INST-1 (Ship To)
Shipping instructions or notes.
INST-1 (Bill To)
Billing instructions or notes.
RefNo
Reference number linked to the order.
Customer PO
Purchase order number provided by the customer.
Type
Type of sales order (e.g., Standard, Special).
Brand
Brand associated with the sales order items.
Exchange Rate
Currency exchange rate applied.
Currency Code
Currency code used in the order (e.g., USD, EUR).
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.
Invoice Number
Invoice number linked to the sales order.
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.
Expedited Freight Incidents caused by FT
Records of expedited freight issues caused by FT.
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.
Last updated
Was this helpful?