Sales Order

The Sales Order tab lists all the Orders for the selected company. It allows you to drill down to the Order Detail screen, Open the actual Order for viewing. The line item details can also be viewed by drilling down further. This tab is only displayed when your Sage CRM Company is integrated with Sage 100.

In addition, filter and sorting options are available, for every column present on this screen.

The user can also group the list of Invoices based on the selected columns.

Another provided functionality is the user can now import the sales order data into an Excel File. This can be done using the export button which is provided at the right bottom corner of the grid.