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.

• 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.