SALES ORDER MODIFY/VIEW
The Modify/View Sales Order page allows users to efficiently manage existing sales orders. Users can view detailed order information, make modifications, monitor dispatch progress, and perform specific actions on each sales order entry.
Navigation
- Click on "Sales and Marketing".
- Click on "Modify/View" under "Sales Order".
This opens a page displaying a list of all created sales orders.
Each row in the list corresponds to an individual sales order and offers multiple action options.
Actions
Edit
Click the pencil icon to edit the selected sales order.
Sales Order Status Logic
The status of a sales order updates automatically based on the Dispatched Quantity and Balance Quantity:
- Open: When the Dispatched Quantity is 0.
- Partially Closed: When a partial quantity has been dispatched, but some is still pending.
- Closed: When the Ordered Quantity is completely dispatched.
View
Click the eye icon to view the complete details of the selected sales order.
In the view screen, users can Short Close an item if it is no longer required. This means the item will not be used in future dispatches.
Short Close Status
- The current order status (e.g., Short Close) is shown on the main page.
- Clicking Short Close finalizes the order as closed for that specific item.
- Once short closed:
- The item can no longer be used.
- The Edit icon will be disabled for that row.
History
Click on the i icon to view the history of the selected sales order.
Toolbar Features
| Icon | Feature | Description |
|---|---|---|
| 🔍 Search | Search Input | Filter sales order by entering keywords (searches across all columns) |
| 🔄 Refresh | Refresh Data | Reload the sales order table to display the latest data |
| 🏠 Home | Navigate Home | Return to the application home page |
| ⬅️ Back | Go Back | Navigate to the previous page |