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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 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

  1. Open Connect → Sales Order Report
  2. Apply filters if needed
  3. Click Report
  4. View results in table
  5. Use search or pagination for navigation