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View Sales Orders

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After you import or create Sales Orders (SO) in Unleashed, you can use the View Orders page to view and manage your orders.

View Sales Orders

Navigate from the main menu to Sales, Orders and select View Sales Orders review a list of the Sales Orders created in your account.

Header button descriptions

At the top of the View Sales Orders page, there are three buttons, described below:

  • Import: Directs you to the Import Sales Orders page
  • Export: Downloads either a PDF, CSV or XLSX copy of the View Sales Orders page.
  • Add Order: Directs you to the Add Sales Order page, to creates a new Sales Order

Filter field descriptions

You can filter the View Sales Orders page by the following fields:

  • Status: Use the dropdown menu to select a status to filter the page by. By default, Open (includes Parked, Placed, Backordered and custom status orders) will be selected. 
  • Order Number: Use the open text field to filter the orders displayed by their order number. 
  • Customer: Use the open text field to filter the orders displayed by their customer name or code. Use the magnifying glass icon to refine the Customer filter. 
  • Customer Reference: Use the open text field to filter the orders displayed by their customer reference, if provided.
  • Warehouse: Use the dropdown menu to select an Order Warehouse to filter the SO's by.
  • Product: Use the open text field to filter the orders displayed by their product name or code. Use the magnifying glass icon to refine the Product filter. 
  • Product Group: Use the dropdown menu to select a Product Group to filter the SO's by.
  • Order Date To and From: Use the date selector fields to filter the SO's by their Order Date in a given range.
  • Delivery Method: Use the dropdown menu to select a Delivery Method to filter the SO's by.
  • Printed: Use the dropdown menu to select Yes or No, to display SO's that have been printed or not.

Header descriptions

The headers available in the View Sales Orders page provide an overview of the Sales Orders that have been created.

By default, the headers displayed are:

  • Action Cog: Use the tick boxes from this column to select multiple Sales Orders from the same page and use the Action Cog icon in the header to update the ticked Sales Orders in bulk.
  • Order No.: Displays the reference number that's been generated or given to the Sales Order upon it's creation. Click on the Order Number to open the Sales Order. 
  • Order Date: The date the Sales Order was ordered.
  • Required Date: The date the Sales Order has been requested for delivery.
  • Customer Code: The code given to the Sales Order's customer. Click on the Customer Code to open the customer record. 
  • Customer Name: The name given to the Sales Order's customer. Click on the Customer Name to open the customer record. 
  • Customer Ref: The reference number provided for the Sales Order from the Customer (if included).
  • Warehouse: The Warehouse the Sales Order has been ordered from (this will not show the Shipping Warehouse if it differs from the Order Warehouse).
  • Status: The current status of the Sales Order.
  • Currency: The Customer's currency code.
  • Cost (base currency): The sum total cost (based on ALC) for the products on order, given in your account's base currency.
  • Margin: The margin calculated for the total order. 
  • Sub Total (base currency): The Sub Total value of the Sales Order, in your account's base currency (does not include charge lines or taxes). 
  • Action: Click on the Action Cog to choose an action that will only apply to that Sales Order.

Using the single Action cog & Bulk Actions cog

Some of these functions are only available if Order Management is enabled.
  • Edit: Edit quote details.
  • Ship: Add/Update shipment details and dispatch.
  • Purchase: Create a purchase order. For more information, see Create Purchase Orders.
  • Invoice
  • Complete
  • Print:  sales order,  labels, commercial invoice (if enabled), packing slip
  • Email 
  • Clone: For more information, see Clone Sales Order.
  • Delete

Bulk Actions Cog

The following options are available from the bulk actions cog:

  • Select All: Will select all Sales Orders on the current page.
  • Select None: Will de-select any selected Sales Orders on the current page.
  • Assign Oldest Batch/Serial Numbers: Will automatically assign the oldest batch or serial numbers to the applicable products in those orders.
  • Print Documents: The following document are available for printing:
    • Combined Picklist
    • Orders
    • Invoices
    • Packing Slips
    • Ship Notes
    • Commercial Invoices (if International Commerce Codes have been enabled)
    • Labels
  • Complete Orders: All selected Sales Orders will be Completed. No Documents will be printed.
  • Complete and Print Invoices: All selected Sales Orders will be completed and and their Invoices will be printed in a single file.
  • Create Shipments: A new Parked Shipment will be created for all selected Sales Orders. This Shipment will contain all Products & Quantities within the Sales Order that are not currently on an existing Shipment.
  • Change Status: This action will allow you to update the Status of all selected Sales Orders.
    Screen_Shot_2022-11-23_at_2.44.12_PM.png
  • Email Orders: Bulk emailing your selected "Ordering" customer contacts with the selected Sales Orders
  • Email Invoices: Bulk emailing your selected "Invoicing" customer contacts with the Invoice of the selected Sales Orders.
  • Export to 3PL: This will allow you to email a 3PL one of your account's Data Exporter templates as a CSV document (this option will only be displayed if at least one Data Exporter template has been created).
  • Delete: Select if cancelling multiple Sales Order, provided they have no open or completed Invoices or Shipments.

Customize the View Sales Orders page

Alongside filtering the View View Sales Orders page with the fields available, you can also customize how the Sales Orders are populated in the grid.

  • Sort By Header: Click on the Header to sort the Sales Orders in ascending or descending order, based on that header's detail. When selected, the header will show an icon to describe the sorting applied:
    • Descending: a down arrow icon will show next to the Header title
    • Ascending : an up arrow icon will show next to the Header title

  • Group by Header: Drag and drop the Header in to the grey space above the other headers, to group the Sales Orders by the top Header details. For instance, if you were to drag and drop the Warehouse header, the View Sales Order page will consolidate the Sales Orders into Warehouse groups that can be expanded or minimised for further review.


  • Adjust Header columns: Drag the edges of each Header to change the width of each Header's column.
  • Move Header columns: Drag and drop a Header along the Header line change it's placement within the grid's layout.

Hidden Columns

There are additional Headers available to include in the View Sales Order page's grid, which can be found and added from the Show Toolbar tab's Hidden Column. Drag and drop the header from the Hidden Columns pop-up window, into your grid's layout to populate the column in your grid.

The additional Headers available in Hidden Columns are:

  • Sales Channel
  • Address Line 1
  • Address Line 2
  • Allocated
  • Charge Sub Total (base currency)
  • City
  • Comments
  • Completed Date
  • Contact Name
  • Contact Phone
  • Country
  • Created By
  • Created On
  • Customer Type
  • Delivery Instruction
  • Delivery Method
  • Delivery Name
  • Discount
  • Invoiced
  • Item Count
  • Last Modified By
  • Last Modified On
  • Line Count
  • On Invoices
  • On Shipments
  • Packing Slip Template
  • Payment Terms
  • Post Code
  • Printed
  • Profit
  • Sales Account (only populated when integrated with Access Financials)
  • Sales Order Group
  • Sales Order Template
  • Sales Person
  • Sell Price Tier
  • Shipped
  • State/Region
  • Suburb
  • Tax Rate
  • Tax Total (base currency)
  • Total (customer's currency)
  • Total (base currency)
  • Total Volume
  • Total Weight

Create and share custom grid layouts

If you've sorted and grouped your layout into the perfect view, save it for future use or share with other users in your team using the Show Toolbar options:

  1. In the View Sales Orders page, select the Show Toolbar on the far right.

  2. Select New, provide a name for your custom layout and Add.

  3. Once added, the layout will be saved to your user profile and will be available to select in the Grid Layout drop-down menu.

  4. To make the layout a default view, tick the Default checkbox.

  5. To make the layout available for other users to use, tick the Shared check box.

Make updates and amendments to the layout at any time, just click Save to apply those changes. If the layout's no longer needed, select Delete to remove it.

NOTE: Shared layouts cannot be set as Defaults in another user's profile. If another user wants to use your Shared layout as a Default they just need to follow the below steps:

  1. In View Sales Orders, select Show Toolbar.

  2. Go to the Grid Layout drop-down menu and select the layout they want to make their default.

  3. Once the layout's shown, select New.

  4. Advise a new Grid Layout Name, unique to the user and click Add.

  5. Select the newly added Grid Layout in the drop-down menu, then tick the Default checkbox.
    NOTE: Any changes made to a Shared layout will not apply to any layout another user's saved as their own.
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