Overview

This section will highlight how to successfully navigate to the Sales Orders feature page. The Sales Orders feature page has two tabs that will allow you to organize, view, edit, add, and manage your sales orders.

You can also add sales orders for your customers and facilitate returning items from your customers through the Sales Orders feature.

This page was last updated January 2023

How to Access the Page

You can access the Sales Orders feature page by hovering over the Sales Orders feature from your MobiWork menu and clicking on the "View Sales Orders" option:

Search Area

Free-Text Search

You can type in the search bar (free-text search) to find your desired range of sales orders; once you click in the search bar, the search drop-down menu will automatically appear. You can use the search drop-down menu or continue typing your own search parameters:

When typing in the search bar, the drop-down menu will provide some helpful search criteria. With free-text search you will also be able to search by:

• Sales Order ID
• External ID
• Customer's Name
• Contact Name

If the number of sales orders surpasses the number range, the subsequent sales orders will be found on the next page:

To navigate through these pages, use the First, Previous, Next, and Last buttons located towards the bottom of the Sales Order "List" tab.

Predefined Saved Searches

Saved searches are a powerful search tool whose search-criteria has been saved for future use; to access the saved searches drop-down, click in the search bar.

The default saved search for Sales Orders is the "Today" search. These saved searches will appear in the drop-down menu and can also be used for dashboards and reports.

By default, MobiWork provides several saved searches for you to use (e.g., Paid, Waiting for Payments, Waiting for Stock, etc.):

The different sales orders statuses for the predefined search are:

• "Show All" will display all the sales orders.

• "Waiting for Delivery"

• "Paid" are sales orders that have been paid by the customer

• "This Month" are sales orders created within the current month

• "Last 12 Months" are sales orders that were created within the last 12 months

• "Open"

• "Completed"

• "Cancelled" are sales orders that have been cancelled

• "This Week" are sales orders that were created within the week

• "Last Month" are sales orders that were created in the last month

• "Last Year" are sales orders that were created in the last year

• "Waiting for Stock" are sales orders that are waiting for items to be replenished

• "Waiting for Payments" are sales orders that are pending payment from the customer

• "Today" are sales orders that were created within the day

• "Last Week" are sales orders that were created in the past week

• "This Year" are sales orders that were created within the year

You can access any of these saved searches by clicking on the "Search Area" and selecting your desired "Predefined Saved Search" from the drop-down menu.

If you would like to view all your sales orders, click on the "Show All" option from the drop-down menu:

New Search

To create a new saved search, select the "Create a New Advanced Search" option from the drop-down menu:

After clicking on "Create a New Advanced Search," a pop-up window will appear where you can enter your data in the appropriate fields. If you would like to exit from this pop-up window you can click on the esc button from your keyboard.

Please note that once you name a new saved search, you will be unable to rename it (instead you would need to delete your saved search and create a new one).

Once you have finished inputting the required information, you can save the search, make it available to all users, or make it your default search:

Further definitions for all the terms in the New Search pop-up window can be found below:

Name:	Description:
"Sales Order ID"	The ID of the sales order.
"Customer"	The customer the sales order is intended for.
"User"	The user who created the sales order.
"Product Name"	The name of the product that was purchased by the customer in the sales order.
"Status"	The status of the sales order (e.g., Open, Checked Out, Waiting for Stock, Waiting for Delivery, Completed, and Cancelled).
"Type"
"Category"
"Creation Date"	The date that the sales order was created.
"Integration Status"	The status of integrating with a third-party software solution such as QuickBooks. Includes the options: Not Applicable, Not Ready for Integration, Integrated, Ready for Integration, and Not Integrated.
"Page Size"	The number of results per page.
"Save This Search"	Allows the search parameters to be saved under a name to be reused in the future.
"Search Available to All Users"	Allows the search to be available to all users.
"Default Saved Search"	Sets the saved search as the default view when accessing the search feature in the future.

Manage Saved Searches

Any new searches that are added can be managed or edited in the Manage Saved Searches pop-up window:

To manage, edit, or remove any saved searches you can access the "Manage Saved Searches" option in the drop-down menu; the Manage Saved Searches pop-up window will then appear:

1. You can add a new saved search by clicking the New Search button in the top right of the pop-up window.

2. You can rearrange the order of the saved searches by clicking, then dragging & dropping the selected Search.

3. You can edit or delete a selected saved search by using the drop-down menu under the "Actions" column.

If you would like to easily close this pop-up window, you can click on the esc button from your keyboard.

List Tab

The "List" tab will display your sales orders' ID, the customer associated with the sales order, the sales order's status, the user associated with the sales order, and the date the sales order was created:

The "List" tab is the default view when you click on the Sales Orders feature.

List Tab Columns

In the "List" tab, the columns are structured to display specific data related to each individual sales order.

These columns are organized as: "ID," "Customer," "Status," "User," "Date," and "Actions:"

The corresponding rows under the column headings will display the relevant sales order data.

The checkboxes (multiple selection area) found to the left of the "ID" column, will allow you to select either one or multiple sales orders to manage, edit, remove, etc.:

By clicking the topmost checkbox in the column heading you will select all the sales orders.

The "List" tab column headings are defined as:

Name:	Description:
"Multiple Selection Area"	Checkboxes that are used to select multiple sales orders. By clicking the topmost checkbox, you can select all the sales orders.
"ID"	The sales order ID
"Customer"	The customer associated with the sales order
"Status"	The status of the sales order (e.g., Open, Checked Out, Waiting for Stock, Waiting for Delivery, Completed, and Cancelled)
"User"	The user associated with the sales order
"Date"	The date that the sales order was created
"Actions"	The Paper icon and the Individual Actions button can be found here; these buttons will allow you to perform actions on a sales order.

List Tab Individual Actions

When selecting a sales order and clicking on the Individual Actions button (the three vertical dots under the "Actions" column) you will be able to view, edit, add a sales return, and more to the selected sales order.

Any actions that are done with the Individual Actions button will only apply to the selected sales order:

The Paper icon found under the "Actions" column will allow you to quickly access the View Sales Order pop-up window of the selected sales order:

The options that are displayed when you select the Individual Actions button are also available under the right-click actions.

List Tab Right-Click Actions

When right-clicking with your mouse on a sales order in the "List" tab, you will be able to you will be able to view, edit, add a sales return, and more to the selected sales order.

The options that are displayed when you right-click on a sales order are also available when you select the Individual Actions button.

Any actions that are done with the right-click actions will only apply to the selected sales order:

The definitions for the actions found in the Individual Actions and when you right-click in the "List" tab are below:

Name:	Description:
"View"	Opens the View Sales Order pop-up window
"Edit"	Edits the selected sales order
"Add Sales Order Return"	Allows you to return designated items from the customer
"Export to PDF"	Exports the sales order to PDF

Global Actions

The "Global Actions" section is located at the top-right of your Sales Orders feature page; regardless of the tab that you are on, the "Global Actions" will remain in the top-right corner:

The "Global Actions" section includes:

• The Plus Sign button which will allow you to quickly add a new sales order

• The More Actions button (represented by the three vertical dots) which will allow you to edit selected sales orders, export/import selected sales orders, and access the Settings page.

• The Question Mark button which will direct you to the respective MobiWork Features page

• The Graduation Cap which will activate the Onboarding Assistant

After clicking on the vertical three dots in the top-right corner, the More Actions drop-down menu will appear.

From the More Actions drop-down menu, you can select various actions that will help to manage your sales order, such as editing the integration status of selected sales orders, exporting/importing sales orders, and more.

These actions can be performed on a single sales order or on multiple sales orders.

The complete list of actions found in the More Actions drop-down menu are defined below:

Name:	Description:
"Edit Selected Sales Orders Integration Status"	Edits the third-party integration status of the selected sales orders
"Export to Excel"	Exports the selected sales orders to Excel
"Settings"	Directs you to the Settings page where you can further customize the information and settings (e.g., custom statuses, etc.) found on your sales orders
"Import From Excel"	Imports sales orders from Excel into MobiWork