The Sales Order list on the Home screen gives you an overview of your sales history. By default you will see your open SOs, ordered by date, but this list can be filtered however you like.
Clicking on a row in the table will navigate you to that document in the Sales Order screen.
Read more about Sales Orders.
Filters
Filters control which Sales Orders are shown in the table.
Document Type - Filters by a specific type of document, or all documents.
User - Filters by the counterperson assigned to the sales order, or all counterpersons.
Date Range - Filters by the date assigned to the sales order. Use the menu to select a range from preset options, or enter your own date range in the From and To fields.
Store - Filters by the store of the sales order, or all stores.
Show Closed - By default, only open, unfinalized sales orders will show. Enable this option to include closed, finalized sales orders in the list. Closed orders will display with gray text to disambiguate them in the list.
Results
The list of Sales Orders will display the following information. Click on any of the column headers to sort the list by that column.
Store # - The store number the sales order is assigned to.
SO # - The ID number for the sales order.
Date - The date of the sales order. It defaults to the date the sales order was created but can be changed on the sales order.
Customer - The customer assigned to the sales order.
Internal Comments - Any internal comments associated with the sales order.
Counterperson - The counterperson assigned to the sales order. The counterperson defaults to the user who creates the sales order, but can be overridden on the sales order.
Salesperson - The salesperson assigned to the sales order. The salesperson defaults to the salesperson assigned to the customer, but can be overridden on the sales order. The salesperson is credited with the sale for reporting purposes.
Qty Ready - The quantity of items ready and available to sell over the line items on the sales order. Items might be unavailable but still on a sales order if they’re held, on backorder, or something similar.
% Ready - The percentage of items ready and available to sell out of the line items on the sales order.
Total - The sum of charges on the sales order.
Balance - The unpaid balance of the sales order.
Document - The document type assigned to the sales order.
PO # - If a PO # is entered on the sales order for the customer reference it will display here.
Truck # - If a Truck # is entered on the sales order for the customer reference it will display here.
Ship Via - The shipping method selected on the sales order.
Currently Sales Orders can only be created or edited in ITrack Enterprise Desktop. Editing Sales Orders online is coming soon.