How to view your sales orders
Once logged in, select the module ‘Sales Orders’ under the ‘Selling’ column.
On your dashboard you will be able to view all your orders, with the ability to filter via status, including:
- All Status
- Requires Attention
- Ready To Pick
- Ready To Pack
- Awaiting Collection
You can modify which details to display next to each order by clicking ‘Column Settings’. By default, all settings will be selected. You can add or remove the following settings:
- Order ID
- Customer Name
- Sales Channel
- Created Date
- Order Total Ex
- Order Total Inc
- Order Status
To create a new order, simply select the blue ‘Create Order’ button at the top right of your dashboard.
About Spenda’s Sales Order Management tool
Spenda’s Sales Order Management System is a digital solution and online portal that enables businesses to easily manage pricing, distribution, payments and tracking of shipments. Consolidate orders sold in-store via point of sale, online or by a ...
How to send a sales order as a quote
Whether you are processing B2B sales from your online marketplace, or placing goods on backorder from the trading desk, Spenda's Sales Order Management software allows you to send your customer a quote of their order in just a few clicks. To do ...
How to generate an Invoice for a Sales Order
At the time of finalising Packing stage, an invoice will be automatically generated. If you wish to do this earlier in the process, open a Sales Order from the Sales Order Management home screen. From this screen you can either; Delete the order, ...
How to create a new sales order
To create a new order, click the ‘Create Order’ button at the top right of your dashboard. Use the search bar to assign the order to an existing customer or use the ‘+’ button to create a new customer. If selecting an existing customer, their ...
How to send an order to the picking stage
You can easily manage the entire process of your sales workflow, including the picking stage. To do this, begin by creating an order or selecting a 'Draft' sales order from your list. You can see the order status in the far-right column on your ...