Sales Orders sectionSales Orders Section

The Sales Orders section presents a list of all sales orders for this customer.

At the top of the list is a filter field. Use this field to quickly find a specific sales order, searching Sales Order Name or Salesperson.

For each sales order in the list, you can see:

  • Reference id and sales order name
  • Total – total amount for the sales order
  • Rep – sales rep name
  • Status – Sales order status
  • Created the name of the person who created the sales order and the date it was created

You will see Archived along the left edge of a sales order that has been archived.

View/Edit Sales Order Details

To view or edit sales order details:

  1. Click on an individual sales order in the list
  2. The sales order will open in the “Sales Orders module” :

At the bottom of the list, you can define the Default Retainage for the customer. Retention is the percentage of each invoice that a customer withholds from payment until the job is complete.
Note: In order for the retention amount to be applied to invoices, your system administrator will need to activate retention in Settings > Module Settings > Proposals > Accounting > Enable Retention Tracking

Finally, at the bottom right corner of the Sales Orders window, you’ll see the financial history for the customer, including:

  • Total Sold – the total of all sales orders sold to the customer
  • Total Due – the unpaid amount
  • Available Credit – the total amount due to the customer on credits entered in Accounting
iPoint Version: 9.0722
Last modified: 29 Sep 2021

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