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Customer Information - OrdersGeneral InformationThis screen tab contains a selectable list of the orders on file for the customer. See Also How to Use the ScreenYou may select an order from the list to view and/or edit it by double clicking with your mouse or by pressing the ENTER key. When you SAVE the order after viewing, M.O.M. returns to the order list. The list may be sorted using any column heading either in ascending or descending sequence. Click on the column heading to change the sort sequence. Optionally, use the PRINT button to print a formatted list of the orders displayed on this screen. Column Headings ORDER - the order number ORDERED - the date the order was entered in the system. SHIPPED - the most recent date of shipment for the order. QUANTITY - the total number of line items on the order. VALUE - the total dollar value of the order. STATUS - the current status for the order in regards to shipment and payment. Three status' apply: completed, uncompleted, and cancelled. REFERENCE - the purchase order number for the order when one applies. USED AS - indicates how the customer name/address in the Customer Information screen was used in that order; i.e., as the billing address, shipping address, gift recipient, or sold-to address. Filtering the ListONLY DISPLAY ORDERS WITH A STATUS OF: Filter the list by an order status in the drop down menu. AMOUNT OF: Filter the list for orders that greater than or equal to the amount entered. QUANTITY OF: Filter the list for orders that have a number of items greater than or equal to the specified number. ORDERED DATE: Enter a date range that you wish to filter the list on. Select Process to apply the filters or Reset to clear your selections. |