Viewing and Searching Orders
The Sales Page features several tabs, dedicated to each type of order within the sale flow. Each tab header also displays a badge with the count of orders that are currently available of that type.
Within each tab is a table that displays orders of that type. Atop the table are two text filters that allow filtering orders by order number and by customer/company name. An additional filter on the quotes table allows filtering quotes by quote status.
The tables follow a user defined color scheme for rows to make it easier to identify an order's current condition. The color scheme's legend is visible atop the orders table, underneath filters.
Each table features several columns that display information particular to that type of order. The last column's header on the table features a date filter, and a refresh button to update the table.
Clicking a row on the Quotes Table opens up the Edit Quote Popup, where user can edit various details pertaining to that order.
To modify information, simply click on a field and enter/modify information. When information is modified, the Save /Next button will display a red badge to indicate stale information that has not yet synced with our database. Clicking the Save button will sync this information on our servers.
An additional Sale Analysis tab allows performing analysis on the sales quote.
Information on the quote can be modified on the Sale Analysis tab on the fly and the quote can be analyzed with the new modified information.
Additionally, the Sale Analysis Tab also allows approving/rejecting the sales quote.
Clicking on a row in the Open Sales Order and Closed Sales Order Tabs opens up the Order View Popup.
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