Find and open a sales order

The Sales Orders list shows every order in your company, newest first. Use the status chips and the search box together to get to one order quickly, then open it to see its details and line items.

Before you start

• You need the Sales Orders: Read permission. Ask an administrator if you do not see Sales Orders in the sidebar.

Steps

1. In the sidebar, open Commerce and choose Sales Orders.
2. Click a status chip such as Confirmed to show only orders in that status. Each chip shows a count. Click more chips to combine statuses, or Total to clear the filter.
3. Type an order number or company name in Search Sales Orders…. The list filters as you type.
4. Click the order number in the Order ID column. The order opens on its Details tab.
5. Click Items to see the line items and the Sales Order Summary.

Find and open a sales order1 / 8

1

1In the sidebar, open Commerce.

2

2Choose Sales Orders.

3

3Click a status chip to show only orders in that status.

4

4Type an order number or company name in the search box.

5

5Open the order by clicking its Order ID.

6

6Click Items to see the line items and totals.

7The Items tab lists each line with its quantity, unit price and total.

8The Items tab lists each line with its quantity, unit price and total.

PreviousNextShow all steps

Watch this as a video (find and open a sales order)

Tip

Click a column header such as Company or Created to sort the list by that column, and click it again to reverse the order. The Items column does not sort. Use the toggle next to the search box to switch between List view and Card view; cards show the same fields plus Customer PO when the order has one.

If nothing matches, the list shows No sales orders found with the hint Try adjusting your search.

You can also reach an order from the records linked to it: the Sales Order link on an invoice, or the link on a quote that was converted into the order.

Related

• Sales Orders overview
• Edit a sales order
• Working with lists