Additional Functions

Quick Link Feature:

At Upper Right most of the Sales popup quick link feature is introduced. Clicking the button will copy the link against popup to clipboard.

Right clicking on an order's rows open up the action menu, that lists down several options available for the order.

View Summary

To view an order in detail, simply click on this option to open up the Order View Popup. This action is available on all tabs.

View Progress Summary

This action opens the sales order's Progress Summary — a flowchart of the sale's stages and the requirements at each step (for example whether the quote is signed, whether the Quote Is Approved, and the asset sub-work), so you can see at a glance where the order stands and what is still outstanding. Each node is colour-coded by status — green when met (no action needed), orange for an in-between state such as a payment pending approval, and red when still outstanding (a fully paid invoice no longer shows red); hovering a node shows a tooltip explaining its status and the next step. Clicking an active node navigates to the relevant view to resolve it.

Asset Sale Checklist / Inspection / Work Order

For an order's assets, the action menu can open the sale sub-work created for each asset. Each of these submenus appears only when the order has assets with the relevant sub-work:

• Asset Sale Checklist — lists each asset whose sale checklist is ready for review (shown as [asset number] name, with its checklist status). Click an asset to open its checklist on the Pending Assets page in a new tab.
• Inspection — lists each asset that has a sale inspection, with its inspection status (for example Done (Passed) or Done (Failed)). Click an asset to open its inspection in place (as a popup).
• Work Order — on an Open Sales Order, lists each asset that has a sale work order. Click an asset to open its work order in place (as a popup).

Which of these sub-work items exist depends on your organization's Asset Sale settings (when sale checklists, inspections, and work orders are created) and on whether sub-work was created when the sales quote was converted.

On each sale-order line item, status icons summarize the asset's sub-work — its checklist, inspection, and work order. The inspection and work order icons are clickable and open that record in place (as a popup). The work order icon is a green wrench-check when the work order is done and an orange progress-wrench otherwise; its tooltip reads Task: <status>, with (Assigned) appended when the work order is assigned.

Quick Pass Inspections

When an order has sale inspections that are not yet complete, a Quick Pass Inspections action lets you pass all of them at once, without working through each inspection individually. Clicking it opens a confirmation prompt — "Are you sure you want to quick pass all sale inspections for this order? If so, please provide a reason in the textbox below:" — with a required Reason for Quick Pass field. Enter a reason and click Quick Pass Inspections. The affected inspections are marked passed and shown as Quick Passed. This action requires the relevant quick-pass permission.

Promotion Button

This button is currently only present on the Open Sales Order tab, and allows closing the order. Learn more about order promotion here.

Edit

Open sales orders show an Edit action that opens the order with all tabs editable (assets, customer, media, details, and sale analysis). See Viewing and Searching Orders for the full behavior. Requires the open-order edit permission.

View Sale Analysis

For a sales order that is no longer a quote (open or closed), this action opens a read-only Sales Analysis - <order number> popup showing just the Sale Analysis tab. Viewing analysis this way does not require order-update permission.

Send E-Sign Invite

When e-sign is enabled for your organization, a sales quote shows a Send E-Sign Invite action (this is quotes-only for sales). It opens the E-Sign Invite menu, which shows the Invite Send Out Date, Signed Date, and Current Sign Status (Unsigned → Sent To Signer → Signed, colour-coded). Pick a customer contact (the order's default contact is flagged with a green check) or enter a Custom Email, then confirm the Confirm E-Sign Invite dialog — "Are you sure you wish to send an e-signature invite to the selected recipient?" (Send / Cancel). Once the status is E-Sign Complete, an eye-icon button (View Signed Documents) opens the signed document in a new browser tab. The action label reflects status: Send E-Sign Invite → E-Sign Invite Sent → E-Sign Complete. This action requires order-update permission; the requirement for e-sign on sales quotes is configured under Platform Settings → Orders → Sales.

Journal

This action opens the Journal Popup, where you can view changes and email dispatches for the sales order. Use the Signature Requests filter to view e-sign activity — invite sent, signed, declined, invite expired, and email-delivery failures — each with the signer's email and a timestamp.

Email

This option opens up a menu that displays several emails where a copy of the order can be emailed to. Order's default customer contact is highlighted with a bold green check. If needed, a custom email option is also available, where email can be sent to multiple custom emails at once. This action is available on all tabs.

View Summary as PDF

This action opens up the order in PDF format on a new browser tab. This action is available on all tabs

View Summary as HTML

This action opens up the order in HTML format on a new browser tab. This action is available on all tabs

Print Summary

This action opens up the order in print format on a new browser tab. This action is available on all tabs

Delete / Void

On a quote, this action is Delete — clicking the red delete icon triggers a prompt asking for a reason; once submitted, the quote is removed from the list.

On an open sales order, the same action is Void. Voiding opens a Confirm Order Void prompt — "Are you sure you want to void this open sales order? Its invoices will be voided and any amount the customer paid will be returned to their balance (not refunded to their card). The assets are released back to inventory. Please provide a reason below:" — with a required Reason for Void field; confirm with Void Order. Voiding also voids the order's invoices, returns any paid amount to the customer's balance (not a card refund), and releases the assets back to inventory. Closed sales orders cannot be voided. Voided orders can still be viewed via the Show Voided Orders filter, where they appear struck-through and read-only.