Sales Orders Tab
This section describes the fields and actions on the Sales Orders tab of the Job Home workspace. The Sales Orders tab is displayed when there are sales orders linked to jobs only. Use the info bubbles to view more information related to the sales order or to view the sales order in the Sales Orders workspace.
Table Fields
Field | Description |
---|---|
Order No. | This field displays the sales or credit order number. |
Order Type | This field displays the order type, which can either be sales order or credit order. |
Sales Rep. | This field displays the name and number of the employee who serves as the sales representative for the sales or credit order. |
Total | This field displays the total value for the sales or credit order. |
Order Date | This field displays the date the order was placed. |
Customer | This field displays either the name of the customer who ordered the items for sales orders or the name of the customer to whom the order is credited for credit orders. |
Bill to Customer | This field displays the bill-to customer's name to whom the payment information for the order is addressed. |
Approved | This field indicates whether the sales or credit order is approved. |
Invoiced | This field indicates whether the sales or credit order is invoiced. |
Table Actions
Action | Description |
---|---|
Click this action to export the rows from the current table to a spreadsheet. Maconomy exports the table, and immediately downloads the resulting spreadsheet to your local drive. |
|
Click this action to display the filter row on the current table. You can then enter criteria in any of the filter row fields to display only select table rows. | |
|
Click this action to maximize the table view. Click this action to restore the default display size of the table. |
Click this action to open the Customize Columns window. |
Parent Topic: Job Home Fields