Sales Orders CRM Tracking Tab

For the Other Action Menu options (press F9 or ) see Sales Orders Other Actions Menu.

The [ Sales Orders | Detail | CRM | Tracking ] sub-tab is available from the [ Sales Orders | Detail | CRM ] tab along with the following tabs:

• Customer Note
• Sales Order History
• Customer Tasks
• Comm Log

The sales order grid is common to all sales order detail tabs.

The [ Sales Orders | Detail | CRM | Tracking ] sub-tab allows users to see the movement history of the Sales Order, Quotation, Credit Note or Proforma Order from the point it is created, through any updates that are applied to the order (such as a quotation being converted to a sales order), and as it progresses through the stages in the Sales Invoice Manager. It will also show any rules, system and invoice, that have been applied and changes to the courier.

The following shows an example of the sales orders as it is processed through the system:

• Date: the date that the movement or change occurred on.
• Time: the exact time that the movement or change occurred on.
  Note: remember to check your system time, if it is wrong then this entry will be wrong.
• User: the user who is responsible for the movement or change.
• SOrder: the Sales Order code for this order.
• Invoice: the invoice number generated by the system when it is printed. If there is ??? then the invoice has not been printed yet.
• Type: the type of movement within the system:
  • Normal: means the movement was triggered by a user within Sales Invoice, for example moving the sales order from Staging->Picking.
  • Normal (System): means the sale order was moved automatically by the system or the system updated the sales order within Sales Invoice, for example when a user changes stock (picking information).
• Description: the description of any movement, for example:
  1. A document has been created for example Sales Order, Quotations, Proforma Order or Credit Note.
  2. Moving between stages, this can be manually or by the system moving the invoice; in the above image this is Move invoice Staging->Picking
  3. Documents have been created; in the above image this is Invoice code INV514 generated
  4. Invoice Rule has been applied along with its name; in the above image this is Rule applied: IV: >100.00, SS: 3 -> MANUALHOLD - High Value Credit Check
  5. A Courier Band has been applied; in the above image this is Courier Banding ID 34 applied
  6. A sales order has changed to a quote (or vice versa).

See Also

• Sales Orders screen
• Sales Orders Grid and Context Menu