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.
Clone: For more information, see Clone Sales Order.
Bulk Actions Cog
The following options are available from the bulk actions cog.
Manage Drop Ship Orders
Dropshipping is a method where the supplier does not store the items sold in stock but purchases the items from a third party and ships directly to the customer. You can use the following process to manage the drop ship orders in Unleashed. Managing ...
Manage and View Credits
After you create credits in Unleashed, you can use the View Credits page to view and manage your credits. Viewing Credits Go to Sales | Credits | View Credits. The list of Parked credits is displayed. You can filter by Credit Status, Credit Note ...
Manage and View Customers
After you import or create customers in Unleashed, you can use the View Customers page to view and manage your customers. Viewing Customers Go to Customers | View Customers. The list of customers is displayed. You can filter by Customer, Customer ...
If you create a shipment and not all ordered products are available, the status of the Sales Order will default to "Backordered". This is a status to simply show you that not everything has gone to the customer. If it is backordered, you can create a ...
Batch Complete Sales Orders
The Batch Complete page enables you to complete open sales orders in bulk. Completing Batches of Sales Orders Go to Sales | Orders | Batch Complete. Select the required status from the Status drop-down list. You can select Open, Parked, Placed, or ...