Sales Order Report
Overview
The Sales Order Report allows users to view and filter sales order data based on multiple criteria. It helps track order details and generate reports.
Features
Filters
- Filter by Order Date
- Select Start Date and End Date
- Filter using:
- Order Number
- Order Status
- Name, Address, City, State
- Zip Code, Email, Phone Number
- Address type selection (e.g., Shipping)
Report Actions
- Report button to generate results
- Reset Filter to clear all fields
Search
- Search bar to quickly find records
Data Table
Displays: - Order No. - Open Date - Close Date - Order Status - Sales Person ID - Name - Address
Actions
- View/download order details (icon in Action column)
Pagination
- Navigate using Previous and Next
User Flow
- Open Connect → Sales Order Report
- Apply filters if needed
- Click Report
- View results in table
- Use search or pagination for navigation