The Customer record Orders tab
Description

The Customer record Orders tab provides a summarised list of sales orders for the customer. You can use this window to view the orders at a glance. Let's take a look.

Cause
Resolution

Access a customer record

  • On the navigation bar click Customers, then click New or double-click the required customer record.  Read more > 

TIP: To create a new customer record based on an existing one, from the list view select the customer, then click Duplicate. 

Find out more about the customer record >

Customer record Orders tab

To open any sales order in the list double-click the order, or to create a new order, click New order. For existing orders the following information appears:

NoThe sales order number.
TypeThe order type, for example, sales order, quotation or SOP proforma.
DateThe order date.
AmountThe order total.
AllocatedAllocated status.
DespatchedDespatched status.

[BCB:119:Limitless - 50 Accounts - Customers:ECB]


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