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Using the Sales Order Detail View

Use the Detail view to see, add, or edit information for a selected record. The Detail view consists of information boxes, tabs, and a user-defined middle section. 

How Do I?

Open the Sales Order Detail view.

• On the Navigation Bar, click Sales Orders to open the Sales Order List view. If necessary, use the Lookup to locate a sales order, and then click on the sales order number.

Use the Lookup to search for records

View a group

Switch to the List view

• On the toolbar click the List View button.

Send sales order information in an e-mail

Use common tasks

On the Task Pane, under Common Tasks, you can:

• Add Note
• New Meeting
• New Phone Call
• New To-Do

On the Task Pane, under Accounting Tasks, you can:

• Check Prices
• Submit to Accounting System
• View the sales order Status

information boxes

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

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.

user defined section

You can drag and drop tabs into the user defined middle section. The tab will remain there until it is moved back to the lower section.

Related Topics

Sales Orders Overview

Adding a Sales Order