To search for an order in the Sales Module, start by hovering over Orders, and click Search.

You can look up an order in a variety of ways by entering or selecting information from the filters provided.

  • (A) Filter by Order information such as Invoice #, Company Name, Product Status, etc. 
  • (B) Click the arrow next to Advanced Search Options to Search by Sales Date, Client First and Last Name, Client Phone Number, or Order Total.
  • (C) Click Show Voided Orders to include voided orders in your search.

Click Search to find an order. If you click here without using any filters, the system will retrieve all your orders.

  • (A) Click on the arrow to quickly view, edit, print, email or clone the order.
  • (B) To view the full order, click on the invoice number.
  • (C) Clicking on the customer name will take you to their customer information page.