Find sales orders

Goal

Find, filter, and open sales orders.

Who it is for

clerk

Preconditions

• You are signed in to the correct tenant.
• You have permission for this action.

Steps

1. Go to Sales orders.
2. Use search and filters (status, party, date) to narrow results.
3. Open a row for detail, or start New to create.

Result

You can locate the right sales order quickly.

Related

• work/sales/orders/create
• work/sales/orders/overview