# Sales Order Search

<span class="ts15">Debtors Module&gt; Activity&gt; </span><span class="ts15">Sales Order</span>

<span class="ts15"><span class="ts10">Video training manual 2016 - </span>[Click Here](https://vimeo.com/357006403)</span>

<span class="ts15">![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(3834).png)</span>

<span class="ts0">Sales </span><span class="ts0">Order processing occurs after receipt of a sales order from a customer.</span>

![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(3836).png)

Buttons defined

<table border="1" id="bkmrk-search-search-for-an" style="border-collapse: collapse; width: 98.0247%;"><colgroup><col style="width: 21.7499%;"></col><col style="width: 78.2254%;"></col></colgroup><tbody><tr><td>**<span class="ts11">Search</span>**</td><td><span class="ts0"> Search for an existing sales Order</span></td></tr><tr><td>**<span class="ts11">Add</span>**</td><td><span class="ts0">Add a new Sales Order</span></td></tr><tr><td>**<span class="ts11">Edit</span>**</td><td><span class="ts0">edit an existing sale Order</span></td></tr><tr><td>**<span class="ts11">Cancel</span>**</td><td><span class="ts0">Cancel a sales order</span></td></tr><tr><td>**<span class="ts11">Close</span>**</td><td><span class="ts0">Close a sales Order</span></td></tr><tr><td>**<span class="ts11">Create reminder</span>**</td><td><span class="ts0">Create a reminder for the sales order</span></td></tr><tr><td>**<span class="ts11">Create Stock request</span>**</td><td><span class="ts0">create a stock request</span></td></tr><tr><td>**<span class="ts11">Actions</span>**</td><td><span class="ts0">This button opens up action items that can authorize, unauthorize, confirm, confirm quantity, process a sales order</span></td></tr><tr><td>**<span class="ts11">Print/Export</span>**</td><td><span class="ts0">print sales order - or export sales order details to excel.</span></td></tr></tbody></table>

Search options

<table border="1" id="bkmrk-customer-name-allows" style="border-collapse: collapse; width: 100%; height: 167.781px;"><colgroup><col style="width: 21.284%;"></col><col style="width: 78.8149%;"></col></colgroup><tbody><tr style="height: 46.5938px;"><td style="height: 46.5938px;">**<span class="ts0">Customer Name</span>**</td><td style="height: 46.5938px;"><span class="ts0">Allows a user to search by customer and the system will pull only the sales order for that selected customer</span></td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">**<span class="ts0">Date From</span>**</td><td style="height: 29.7969px;"><span class="ts0">Select the date from which the sales order will be functional from</span></td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">**<span class="ts0">Sales Order Number</span>**</td><td style="height: 29.7969px;"><span class="ts0">Search by selecting the sales order number</span></td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;">**<span class="ts0">Sales Rep</span>**</td><td style="height: 29.7969px;"><span class="ts0">Search by selecting the sales Rep from the drop-Down Menu</span></td></tr><tr style="height: 31.7969px;"><td style="height: 31.7969px;">**<span class="ts0">Date to</span>**</td><td style="height: 31.7969px;"><span class="ts0">Search by selecting the date to</span></td></tr></tbody></table>

<span class="ts11">Custom Fields Tab</span><span class="ts0"> </span>

<span class="ts0">![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(3837).png)</span>

<span class="ts0">Contract / Expand Tab</span>

<span class="ts0">Search by Selecting from the category from the drop down arrow</span>

<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(2225).png)

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#### Import Document

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-10/scaled-1680-/AlBimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-10/AlBimage.png)

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-10/scaled-1680-/ceeimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-10/ceeimage.png)

Import Template

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-10/scaled-1680-/1w7image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-10/1w7image.png)

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#### Approvals

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-10/scaled-1680-/CdSimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-10/CdSimage.png)

**Import Back Orders**

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-10/scaled-1680-/TBoimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-10/TBoimage.png)

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##### Import / Export

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-10/scaled-1680-/xCvimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-10/xCvimage.png)

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-10/scaled-1680-/MYNimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-10/MYNimage.png)

#### Keyboard quick keys

Quick keys help access functions using the keyboard

Used with Alt + Letter

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-12/scaled-1680-/7b7image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-12/7b7image.png)

<table border="1" id="bkmrk-search-alt-%2B-s-searc"><colgroup><col></col><col></col><col></col></colgroup><tbody><tr><td>**S**earch</td><td>Alt + s</td><td>Search for Quotes</td></tr><tr><td>**A**dd</td><td>Alt + a</td><td>Add a new Quote</td></tr><tr><td>**E**dit</td><td>Alt + e</td><td>Edits the Quote that is highlighted</td></tr><tr><td>**C**lone</td><td>Alt + c</td><td>Clone the highlighted Quote</td></tr><tr><td>Create **R**eminder</td><td>Alt + r</td><td>Creates a reminder to highlighted Quote</td></tr><tr><td>Create Stock Re**q**uest</td><td>Alt + q</td><td>Opens the dialog window for Stock Request</td></tr><tr><td>Pr**o**cess</td><td>Alt + o</td><td>Process Sales Order</td></tr><tr><td>**P**rint Sales Order</td><td>Alt + p</td><td>Print Sales Order</td></tr><tr><td>Expa**n**d / Co**n**tract</td><td>Alt + n</td><td>Expands / Contracts the header section of the window</td></tr><tr><td>Close / Cance**l**</td><td>Alt + l</td><td>Focus on the Close / Cancel split button</td></tr><tr><td>Tab Basic Search</td><td>Alt + 1</td><td>Basic Search</td></tr><tr><td>Tab Custom Search</td><td>Alt + 2</td><td>Custom Search</td></tr></tbody></table>