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Sales Order List

Last updated 01/02/2021

Overview of the Sales Order list page which displays all Sales Orders.

1. Filters


The filters at the top of the screen can be used to refine the list of Sales Orders visible on the list page. You can use multiple filters at the same time to narrow the list further. By pressing Reset, all filters will be returned to their defaults.

Branch

Select a specific Branch by which to filter the Sales Order list.

Keyword

Entering text in this box will search by Sales Order Reference, Customer company, first and last names, and invoice number.

Date

Filter the list by date; the following date types are available to choose from:

Date Filter Filters by..
Created The date the Sales Order was created.
ETD The Estimated Time of Delivery, if entered. Items with no ETD will not appear.
Invoiced The date the Sales Order was Invoiced. Orders with no Invoice Date will not appear.
Dispatched The Fully Received Date of the Sales Orders. Orders with no Fully Received date will not appear.
Modified Orders that have been modified between the dates set.
Payment Orders with payments added between the dates set. NB this refers to the Payments grid, not payments applied in your Accounting Software.

Users

Filter by those orders that have an assigned Sales Rep.

Stages

Filter by Sales Order stage. Some Sales Order stages, for instance 'Dispatched', are assigned automatically, others, including custom stages, need to be assigned manually.

Sales Order Status

This filters Sales Orders based on certain statuses:

Sales Order Status Filters by..
Open and Saved Draft Sales Orders Any Orders that are Open (approved but not received), or Draft (saved as a draft and not approved).
Dispatched within Last 7 Days Fully Dispatched Date has been entered and is within the last 7 days.
Dispatched Current Month Fully Dispatched Date has been entered and is within the current month.
Dispatched Last Month Fully Dispatched Date has been entered and is within the last month.
Dispatched but not Invoiced Fully Dispatched Date has been entered but Invoice date is blank.
QBO/Xero Errors Order has returned an error on importing to your Accounting Software.
QBO/Xero Discrepancies All orders that have been imported to your Accounting Software but the total sell price in Cin7 does not match what was imported into Xero.
No COGS found - last 12 months All orders where no cost was applied to the order, either because they are non-stock items or items where adjusted and sold at zero cost.
Dispatched Fully Received Date has been entered. Note that though line items may have been dispatched, unless a Fully Dispatched date has been entered, Orders will not appear in this view.
Invoiced An Invoice Date has been entered.
Void Orders that have been voided.
Past 12 Months Orders that have been Created in the past 12 months.
Search All Shows all orders, except for Voided Orders.
Show Only Checked Shows only Orders that have been ticked.

Product Ordered

Search all orders by the product that has been ordered.

2. Actions


Hovering over the Actions drop-down reveals several actions:

Actions Explanation
Export Sales Orders Exports the columns in the Sales Orders list as a .csv file, as per any filters applied to the list.
Import Sales Orders Import Orders here, plus use the data to get an in-depth export of Sales Order details.
Merge Sales Orders This will merge Orders; see the Merging Orders Help article for additional information.
Bulk Update Allows you to update multiple Sales Orders; see the Updating Orders in Bulk Help article for additional information.
Bulk Print Invoice/Delivery/Pick This will print all Orders that have been ticked.
Bulk Email This is added to the Actions drop-down if set up in the Settings page.

3. Sales Order List


Cin7 Status

Status

The Status icon changes depending on whether the Sales Order is Open (Approved but not Fully Received), Received, Draft or Void.

Cog Icon

Hovering over the cog icon reveals additional options:

Select Admin to view the Admin screen - a summary page with Email templates.

Select Invoice/Pick/Delivery to inspect or print each document.

Ref

Select the Sales Order's Reference ID to edit its contents.