How To: Find a Consignment reference linked to a Sales Order

Table Of Contents

Method 1: Search from the Sales Order List
If you have a consignment number and need to locate the related sales order, Khaos Control provides several ways to search for it.
Depending on the information available to you, you can search from:
  • The Sales Order List screen
  • A Customer record
  • The General Lookup window

Method 1: Search from the Sales Order List

This is usually the quickest way to locate a sales order when you know the consignment reference.
  1. Open a Sales Order screen (show me how).
  2. In the lower search area, click into the Consignment Ref field.
  3. Enter the consignment reference you want to find.
  4. Review the matching sales orders in the results grid.
Note: You may need to extend or remove the date filter in the top-right corner of the screen if the order falls outside the currently selected date range.

Method 2: Search from a Customer Record

Use this method if you are working with a specific customer and want to locate an order using its consignment number.
  1. Open a Customer screen (show me how).
  2. Open: [ Customer | Detail | Customer Service | Sales Orders / Invoices ]
  3. Review the date filter and expand or remove it if necessary.
  4. Click Go to populate the grid.
  5. Click within the Consignment # column.
  6. Press Ctrl + F to open the Find window.
  7. Enter the consignment reference and click OK.
  8. Locate the matching result.
  9. Double-click the required sales order or invoice to open it.

Method 3: Search Using General Lookup

The General Lookup can search across multiple areas of Khaos Control and is useful when you only have the consignment reference available.
  1. Press Ctrl + Shift + L to open the General Lookup window.
  2. Enter the consignment reference into the Search Code field.
  3. Press Enter.
  4. Review the search results.
Note: Consignment records associated with Sales Orders typically display a type of: S/Invoice consign

5. Double-click the required result.
The system will open the Sales Invoice Manager filtered to the related invoice.

Tips

  • If a search does not return any results, check whether a date filter is restricting the records shown.
  • Copy and paste consignment numbers where possible to avoid typing errors.
  • The General Lookup is often the best option when you are unsure which customer or sales order the consignment belongs to.
  • Double-clicking a result will take you directly to the relevant record for further investigation.

See Also


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