Using the Sales Order detail view

Use the Sales Order detail view to view, add, or modify information for a selected record. The detail view consists of information fields, tabs, and a user-defined middle section.

Note: This feature is not available if the implementation includes Accounting Integration. Accounting Integration users can view associated sales orders in the Accounting Sales Orders tab in the Account detail view.

To access the Sales Order detail view, you can click Sales Orders on the Navigation bar, to access the Sales Order list view. If required, use the Lookup to locate a sales order, and click the Sales Order Number.

On this page, you can:

Use the Lookup to search for records. See Using lookup
View a group. See What are Groups?
Switch to the list view: On the toolbar click List View, or click the current group tab.
Send sales order information in an e-mail. See Sales order snapshot
Promote. See Promote to back office
Get Order Total: Click Get Order Total to update the sales order totals in the snapshot with information from the integrated back office application.
Refresh Pricing. See Refreshing Sales Order or Quote Prices

The Task Pane contains the Common Tasks section. In this section, you can:

Use Mail Merge in the web client. See Using Mail Merge in the web client.
Add Note. See Notes/History tab
New Meeting. See Scheduling an activity
New Phone call.
New To-Do.
Start CRM workflow. See Starting a CRM workflow

Information fields

The Sales Order information fields contain the primary information about the sales order. The sales order snapshot displays in the upper section of the detail view as well. Users with appropriate permissions can edit these fields.

Additional information is available if the implementation includes a Back Office Extension. This information is for display only and must be added or edited in the integrated application. For specific questions please refer to the documentation for the integrated application or contact the administrator.

Detail view tabs

Each tab shows specific information you can use for sales order related activities. Click a link to see more information about each tab.


Products	Activities	Viewing Sales Order Details tab	More Tabs
Attachments tab	Notes/History	Sync History tab	CRM Workflows tab
Customer Journey tab

Additional tabs are available if your implementation includes a Back Office Extension.


Sold To	Ship To	Bill To
Pay From	Invoices Lines	ERP Details
Shipment Lines	Sales Persons	Discount Charges
Taxes	Active ION Workflows

User defined section

You can drag and drop tabs into the user defined middle section.