Sales - Browse Orders

Sales - Browse Orders

INTRODUCTION

When using sales orders these can be viewed through the Browse Orders Screen.
The screen is very similar to other browse screens in Agility.
User can search by stock codes, description, account and more.

Browse Orders

To access this screen go to Sales - Browse Orders Screen

Sections

The screen will be broken down in three sections:
1. Search
2. Details
3. Buttons and information
Here the user has the standard search facility


So No - Self explanatory
Depot - Select a different depot but defaults to main
Customer/Name - Enter the customer account or search by name
Date Range - Orders placed after and before
Value - Greater or Less than
Include closed Orders - By default will not be seen in the search results unless selected
Search by Stock - Self explanatory

Details

This is the result of the search criteria.


Buttons

When an order is selected in the details section the information is shown here.



Force Close

This force Closes the Sales Order

Export Grid

Exports data in the details section to excel or CSV file

Breakdown

This is for matrix codes and timber

Select F2

This button does nothing which is why it is greyed out.

Copy SO

This copies the sales order that is selected and opens the Sales Order Screen.

Open SO

This opens the Sales Order selected as long as it is not closed.

Layout

As with ALL screens in agility change the columns and then press this button

Details

This shows the details of the order selected in the details section
Takes the user to the screen when printing a Pick/Load List
When a row is selected this section has information in it also

Double Click to open the Sales Order

Search F1

Once search criteria selected press this button to return the results

Exit

Self Explanatory


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