My Sales Orders & Branch Sales Orders Dashboards

Sales Orders Dashboards.

Introduction

Copy & Paste in My Sales Order screen

Introduction

In the Sales module, you will find My Sales Orders and Branch Sales Orders dashboards, as well as an Activities dashboard. The My Sales Orders dashboard will show all the orders for the logged in staff member which have not yet been both fully supplied and fully invoiced. The Branch Sales Orders dashboard will show the same but for the entire branch that staff member defaults to. Not just their own orders.

NOTE: These dashboards and the Sales Order search screen will only show orders within the last 3 years. To find historic orders you need to use the Advanced Search on the Sales Order screen and specify a start date and end date that covers the period your order is in.

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Copy & Paste from the My Sales Orders or Branch Sales Orders screens

• If you need to copy details from the dashboards and paste them elsewhere this can be done. Go to Sales.

In the My Sales Orders or Branch Sales Orders tabs:

• To copy one field/cell, click on the one you want then press Ctrl+C to copy.
• To select multiple fields, you can click each field one by one. This will copy each field in the order you clicked it, not the order it appears on screen.
• To highlight several rows and columns, click at the top left corner of your selection area, hold down the SHIFT key, then click in the bottom right corner of the area you want. Then click Ctrl+C to copy it and Ctrl+V to paste it somewhere else (e.g. in a document or excel spreadsheet).

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