SALES ORDER SO STATUS
The Sales Order SO Status Report screen allows users to view and filter the current status of all sales orders based on various parameters like customer, project, and order state.
Navigation
- Click on "Sales and Marketing".
- Click on "Sales Order SO Status Report" under "Reports".
Sales Order SO Status Report form
Dropdown Filters
- Select Sales Order Number: Dropdown to choose a specific Sales Order (SO) number.
- Customer Name: Dropdown to filter records by customer.
- Project No: Dropdown to view reports for a particular project.
- KPN: Dropdown filter, likely related to a business-specific classification or internal tracking identifier.
- SO Status: Dropdown to filter based on the current status of the Sales Order (e.g., Open, Closed, Pending).
Action Buttons
- Filter: Applies selected filters to generate the report.
- Clear: Resets all filters to their default (empty) state.
Toolbar Features
| Icon | Feature | Description |
|---|---|---|
| 📊 Export | Export to Excel | Download the Sales Order SO Status Report data as an Excel spreadsheet |
| 🔍 Search | Search Input | Filter Sales Order SO Status Report by entering keywords (searches across all columns) |
| 🔄 Refresh | Refresh Data | Reload the Sales Order SO Status Report table to display the latest data |
| 🏠 Home | Navigate Home | Return to the application home page |
| ⬅️ Back | Go Back | Navigate to the previous page |