Manage and View Sales Orders

Manage and View Sales Orders

After you import or create sales orders in Unleashed, you can use the View Orders page to view and manage your orders.


Viewing Sales Orders

  • Go to Sales | Orders | View Orders.
  • The list of orders is displayed. You can filter by fields.
  • To import multiple orders, click Import. For more information, see Import Sales Orders.
  • To export the existing order details, click Export. You can choose to export as PDF, CSV, XLSX, or XLS.
  • To add a new quote, click Add Quote. For more information, see Add new quote.


Using the Action / Bulk Actions cog

 

Some of these functions are only available if Order Management is enabled. Order Management is a special feature that is only available for users on specified plans. For more information, see the Unleashed website.

  • Edit: Edit quote details.
  • Ship: Add/Update shipment details and dispatch.
  • Purchase: Create a purchase order. For more information, see Create Purchase Orders.
  • Email 
  • Print
  • Clone: For more information, see Clone Sales Order.


Bulk Actions Cog


The following options are available from the bulk actions cog.


 


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