In this article, you will learn how to view client orders.
This feature allows you to view orders by client directly under the Order Management.
- On the Module Menu, click Order Management and select View Client Orders. You will be directed to the Client Orders screen.
- On the Client Orders screen, use the Client Orders panel to search/filter client orders by entering one or more details.
- Click to search the client order that you intend to view/update.
- The searched/filtered results will appear on the Client Orders list. Choose a client order to view and click the Plus icon and the selected client order details will expand.
- To view the Unit Details, click the tab between the Summary and Quick Edit tabs.
Note: the tab name may change depending on the selected product unit (i.e. pallets, big rolls, etc.).
- To perform a quick order update, click the Quick Edit tab. As the Quick Edit tab expands, update the following fields if necessary:
- Delivery Instructions
- Billing Status
- Click to save the changes.