In this article, you will learn how to view order summary by viewing client orders. This feature allows you to view orders categorized by clients.
- On the Module Menu, click Order Management and select Orders. The Orders sub-menu will expand.
- In the Orders sub-menu, select View Client Order. You will be directed to the Client Orders page.
- In the Client Orders panel, use the fields as filter parameters.
- Note: you can use multiple filter/search parameters.
- In this example, we used the Min Delivery Date field.
- After entering the filter/search parameter(s), click.
- The searched/filtered results will appear on the Client Orders list.
- To view the client order summary, click the Plus icon in line with the chosen client order.
- The Summary tab displays the client order summary. In this tab, you can find the basic order details such as client information, delivery details, order totals and other fees.
- To view the Product details, click the Order Size tab. In this tab, you can find the order's product information, delivery details, and order status.