The Order View page provides a comprehensive look at everything related to an Order. From here, you can review individual Product Details, overall Order information, and a complete Order History. This view makes it easy to track progress, confirm accuracy, and access the information you need in one central location.
Table of Contents
Accessing Order View
To access the Order View page navigate to Sales Module / Orders and select the appropriate Order.
Key areas of the Order View Page
Products Tab
a. Click on the arrow next to each Product to view Details relating to each specific Product. Or, click on the plus sign to Toggle all Details for all Products.
b. Update a Product's Due Dates, Substatuses, Designer, or Location as needed
c. View or update Product Status for this Product.
Note: The Product Status will update automatically as the Product progresses through the workflow.
d. To edit multiple Products at once, click Update all Products.
e. Click Print Work Order to review a print-ready Work Order.
f. To Review any Product Notes, click Product Notes.
View Order Details
Order Details allows you to view the Cost and Margin details of this Order.
1. Click View Order Details.
Note: This will open a pop-up window.
a. Click the plus or minus signs to expand or hide the item details.
Order History Tab
The Order History tab provides a detailed record of the order, including when it was created, who created it, and each event as the order progresses through the system.
a. This allows you to download the full Order History.
