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Accessing the Orders Module from Customer Portfolio

You can access the Orders module from the Manage customers window's Orders tab. The Orders tab allows you to find and view customers' open and invoiced orders. You can open the Enter and edit orders window for a customer directly from the Orders tab by clicking New Order.

The Orders tab's Current view displays a list of all open orders. Double-clicking an open order while in the Current view opens the order on the Enter and edit orders window where you can edit and view the selected order. The History view displays a list of all invoiced orders. Double-clicking an invoiced order while in the History view opens the Activity Detail window.

In This Section

Manage customers window - Orders tab (Current view)

To access the Orders module from Customer Portfolio

To access the Customer Portfolio from the Orders module

See Also

Order Entry

Overview

Entering Orders

Entering Order Details Tab Information

Entering 'Ship to' Customer Information

Entering Payments

Viewing Account Information

Ordering Upsell, Cross-sell, and Replacement Items

Ordering Products from Multiple Warehouses

Entering Detailed Product Information

Viewing Publication Details

Finding Orders

Editing Orders

Canceling Orders

Editing Payment Types

Applying Credit Balances as Payment

Entering Credit Memo Orders

Entering Debit Memo Orders

Printing Order-Specific Reports

Viewing Order Activities

Adding New Customers during Order Entry


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