Additional Functions

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.

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.

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

Clicking the red delete icon button triggers a prompt, asking the user to input a reason for order deletion.

Once a reason is entered and submitted, the order will be deleted from the list of orders. This action is only available on the Quotes Tab.