The Sales Order screen is used to manage the sale of Parts within Call2Field. These are often used where there has been a sale of goods but no Engineer attendance required, or for a walk-in sale etc.

The List view of Sales Orders will show all records within your system, and can be filtered to find the record(s) you're looking for.

From here you can sort the displayed data by their respective columns, if you wish to find a specific site’s sale order, simply click the “Ship site Number” search bar and enter the specific site number you wish to see you can do this for any of the filter options at the tops of each column).

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To view the details on a sales order, simply double click on the sales order you wish to view/modify, a screen will open that displays the details of the order such as the customers number, the shipping site’s information as well as the order date and ETA date.

After saving or loading a sales order record, you'll have the ability to make changes to it if needed.

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There are tabs located at the top of the sales order screen, these tabs link to other records such as “Sales Order Lines” that show you the parts you have on order. you can edit any of the fields on the Sales order, after editing them be sure to click the “save” button at the top right of the window to save the changes.

The Sales order Line Tab is where you view, add and edit the parts that are being ordered. The totals are displayed at the top of screen, they update automatically depending on the parts that are added.

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The Attachments tab is used to store files against a record. Many screens have an attachments tab, but all function in the same way.

To add a new Attachment, click the 'Add Attachment' button or drag & drop your file onto the yellow box. You can then view and download these whenever you need to.