Viewing and Searching Orders

INFO

Note: Sales Quotes/Orders can only be viewed by users who have been granted relevant permissions

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 breaks down the profitability of the sales quote. Information on the quote can be modified on the fly and re-analyzed with the new figures, and the tab also lets you Approve or Reject the sales quote.

The tab presents:

• A context row — the sale date, order number and quote status, the Approve / Reject actions, and a colour legend for the deal breakdown.

• Roll-up cards summarising the deal's key figures (for example revenue, cost, and gross profit).

• Profitability flags — callout notes that highlight profitability concerns on the deal.

• Where the Revenue Goes — a stacked bar showing how the deal's revenue splits across its components (as a percentage of total revenue).

• Who Carries the Profit — the distribution of gross profit, showing each item's contribution and its share of profit.

• Line Items — shown in one of two views: Deal Summary (a row per item with Revenue, Cost, Gross Profit, Margin, and % of Profit; click a row to drill into its detail cards, and items may carry profitability badges), or Compare Matrix, which lays the metrics out as rows with one column per line item so multiple assets can be compared side by side.

  The Revenue value is editable inline for eligible rows (standalone asset sell prices and paid attachments/add-ons; fees, warranties, and custom items require the fee-edit permission). Editable rows show a $-prefixed input, and edited rows are highlighted amber (a price cannot be less than 0). Edits auto-save after a short pause and then re-run the analysis without leaving the tab — a "Saving & recomputing…" indicator appears next to the Line Items heading, and the action button reads Save & Analyze while edits are pending (otherwise Analyze). Freight/delivery revenue and free attachments are read-only; a free attachment shows the tooltip "Free attachment included with its parent, no separate price to edit here."

When the order has no assets to analyse, the tab shows "No assets on sales order to analyse."

If you switch to the Sale Analysis tab while there are unsaved changes on the order, a confirmation dialog titled Unsaved Changes appears ("You have unsaved changes that need to be saved before proceeding to sale analysis. Confirm save before proceeding?"). Choose Save & Proceed to persist the order and load the analysis with fresh figures, or Cancel to stay on the current tab.

Clicking on a row in the Open Sales Order and Closed Sales Order Tabs opens up the Order View Popup.