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.

  1. On the Module Menu, click Order Management and select Orders. The Orders sub-menu will expand.
  2. In the Orders sub-menu, select View Client Order. You will be directed to the Client Orders page.
  3. In the Client Orders panel, use the fields as filter parameters.
    • Note: you can use multiple filter/search parameters.
  4. In this example, we used the Min Delivery Date field.
  5. After entering the filter/search parameter(s), click.
  6. The searched/filtered results will appear on the Client Orders list.
  7. To view the client order summary, click the Plus icon in line with the chosen client order.
  8. 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.
  9. 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.