Sales Orders - View Sub-Documents on List View

By default, the Order List View shows sales order confirmations.

However, you can use it to analyse any other sales sub-documents, such as proformas, pick tickets, delivery notes, invoices, return authorisations, and credit notes.

#To change the document types you see in the Sales Orders List View, simply select the ones you want to display and deselect the ones you want to hide

#Then, either click the "Search" button or click outside the menu to apply the filter

#The screen will then refresh to show all the selected documents.

Tip: Use Quick Search or the Filter icon for advanced options to narrow down your results. For example, by customer name.

Tip: To view these sub-documents across all seasons, simply click the red "X" next to the season name in your applied filters.

Tip: Click the 'Clear Filter' button to return to your default view that includes active orders in the season you are in.