The Order Tracker [OT] displays all sub-documents created for a sales order and is also where you can create new sub-documents.
From List View, use the Quick Search to find a specific Order Number or Customer Name
...or use the [Select/Move/Filter] option for more advanced search functionality
When you have found the order you are after click [OT]
Order Tracker [OT] lists all the documents you have raised against this sales order
- Clicking the customer's name takes you to their record.
- This is the season for the order shown in the order tracker.
- Progress charts show the status of orders by quantity and value.
- The subdocument matrix displays a single row for each document and a column for each document type. Icons indicate a document's status, such as paid, shipped, returned, applied, locked.