Viewing all the List of Order info for a Customer

To view Order inquiry for a customer:-

  1. Select Customer for which you want to view Order Inquiry.

  2. Click on Order Inquiry tab to view all the list of orders created for this customers. User can filter Orders as per Entity wise along with their type’s i.e. Sales Order or Sales Invoice by using radio button.

  3. All this information gets displayed on real time basis directly from the Sage Intacct.

  4. User can filter this information by using document number, order date and Amount.

  5. User can drill down further to view order details and line item details for a particular order.

Sales Order and its details

Sales Invoice and it’s details

Filter as per Entity (for both Sales Order and Sales Invoice)

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