Customer Customer Service Sales Orders/Invoices Tab

Customer and Supplier associated pages pages icon Customer/Supplier overview pages icon Customer/Supplier "How Tos"

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For the Other Action Menu options (press F9 or the Other Actions Menu on the Button Bar) see Customer Other Actions Menu.


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For user profiles such as Customer Services that need to view the [ Customer | Detail | Customer Service | Sales Orders/Invoices ] screen, they need to be given the User Permission to Open Sales Summary but without the ability to view Sales Summary screens in their User Profile.


This screen displays sales orders, including cancelled sales orders and returns. Sales orders still waiting to be processed in the Sales Invoice Manager have a mauve background in the grid, complete orders have a grey background and cancelled orders a red background. To cancel or delete an order see How To: Cancel a Sales Order.

Top Filter Area

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The top filter area allows users to filter for sales order or invoices across the four sub tabs in the Customer Services area including the Sales Orders/Invoices screen:

The filter area consists of:

  • Clear button: clears the adjacent SO Code and Inv Code fields.
  • SO Code: sales order codes can be entered or dragged and dropped from the lower grids into this field. Pressing the BtnGoX.jpg button will populate the grid with all items related to that sales order.
  • Inv Code: sales invoice codes can be entered into this field, but not dragged and dropped. Pressing the BtnGoX.jpg button will populate the grid with all items related to that sales invoice.

Sales Orders/Invoices

This tab is particularly useful for order tracking (consignment references are also displayed on this screen if present), see How To: View a Customer's Sales Order / Invoice History.
Note: the BtnGoX.jpg button must be pressed to populate the grid.

Customer Customer Service Sales Orders/Invoices Tab

This tab consists of an upper filter/Email area and the lower grid.

Sales Orders/Invoices Filters and Email Options

  • Date From and Date To (Red Traffic Light Filter   /Green Traffic Light Filter   traffic light filter): filter the lower grids by date range, either the invoice date or the order date.
  • Invoice Date or Order Date: the date range can either be based on the invoice date or the order date.
  • Show Cancelled: tri-state checkbox returns:
  • BtnCuNewEmailTempX.jpg: for Template Emails using Message Templates set up in Khaos Control.
    Note: See How To: Email from the Customer/Supplier Screens for using the Email buttons in this screen.
  • BtnCuNewEmailExX.jpg: for external email using your email software, for example Outlook.
    Note: with the above options Khaos Control will prompt before creating an entry in the Comm Log.

Sales Orders/Invoices Grid

  • Sales Order:
    • Type: type of sales order document, for example S - Sales Order, C - Credit Note, QU - Quotation, RC - Return Credit, RE - Return Exchange.
    • Code: the sales order code.
    • Date: the date the sales order was created.
    • Time: the time the sales order was created.
    • Customer PO: the customer's purchase order number, if entered in the Sales Orders Main Tab.
    • Total: the total value of the sales order.
  • Invoice(s):
    • Inv Code: the invoice code if it has been printed otherwise ??? will be displayed.
    • Status: the location of the order in the Sales Invoice Manager or if the order has been archived. e.g An order still being handled will look like this Orders - Staging. While a despatched order will look something like this Issued Archive Q3.
    • Total: the total value of the invoice.
      Note: this may be different from the order total if the order was partially shipped and more than one invoice exists against the order.
    • Inv Date: the date the invoice was created.
      Note: if it is blank the invoice has not been created.
    • Issue Date: the date the invoice was issued in the Sales Invoice Manager.
      Note: if it is blank the invoice has not been issued.
  • Shipment:
    • Ship Date: the date the order was shipped.
      Note: if it is blank the sales order has not been shipped.
    • Consignment #: the consignment reference of the order if used. If Courier integration is used then this field may be populated after the invoice has been shipped. This field can also be used in conjunction with the Track Package context menu functionality and a courier tracking URL which are setup in System Data - Couriers. Also see How To: Find a Consignment reference linked to a Sales Order.
    • Courier: the courier used for the sales order.
      Note: this field is not editable.
    • Picked By: the user who picked the sales order if the order has been assigned to a user. This is defined in the Confirm Shipment Dialog in the Sales Invoice Manager - Shipping Stage.
      Note: this field is not editable.
    • Del Contact: the delivery contact for the order.
    • Delivery Address: the delivery address for the order.

Sales Orders/Invoices Context Menu

See Also

Visit KhaosWikiX at http://wiki.keystonesupport.net/wiki_kcx/ to see the following:

Contact the Khaos Team