Sales Order Grid

Modified on Mon, 21 Jun 2021 13:16 by Curtis Riddle Categorized as Sales Force

===General Information===

'''Screen Name:''' SOGRID

'''Function:''' The Sales Order Grid allows users to enter a date range and select other filters to view details about Sales Orders in a grid view. The grid results can be exported to an Excel file by clicking the "Export to XLS" button.

[imageauto||{UP}/Sales Order/Sales Order Grid.png]

Contact Customer: Users can send a custom email to the contact associated with each sales order. Use the select box to select the sales orders for contact, click the Contact Customer button, and it will cycle through Message Control. Once completed, the user can mark the sales order as "Customer Contacted" by checking the associated column checkbox. Email Templates CONTACTSO or CONTACTSO-SOTYPE can be used to default the email message.

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Desktop Adjutant

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Sales Order Grid