--- title: "Sales Orders Dashboard" canonical: "https://kb.myframeworks.com.au/space/FRAM/28391216/Sales%20Orders%20Dashboard" format: markdown --- # Overview The **Sales Orders** **Dashboard **allows you to quickly and easily get an overview of all your businesses current sales orders and quotes.  # Accessing the Sales Order Dashboard To access the Sales Orders Dashboard, perform the following: 1. Click **Frameworks **then navigate to **Sales > Transaction Processing > Sales Orders **from the navigation tree. 2. Click **Find **to view all of the current Sales Orders and Quotes in Frameworks. > ℹ️ The **Branch** field defaults to the current session branch. # Navigating the Sales Orders Dashboard Once you have opened the **Sales Orders Dashboard** you will be able to view, create, edit and maintain your sales orders and quotes ![image](media://5e45ad31-5711-4a9b-8092-66695b16b602) The Sales Orders Dashboard is made up of two sections, these are:  ## 1. The Search Options To search for open Sales Orders or Quotes from the **Sales Order Dashboard** perform the following: ### 1. Search for Any Existing Sales Order or Quotes. **Basic Search:**  In the **Customer** field, begin typing the customer's name or ID and select from the suggested results, or click the **Search** icon to open the **Customer Finder** window > ℹ️ Leave the **Customer **field blank to search all customer sales orders and quotes. You are also able to refine the search by **Branch**, **Sales Rep** ID/name, **Order#** or Transaction **Type **(typically Order or Quote). > ℹ️ The *Status* field in the Sales Order Processing dashboard changes as the different transitions takes place. When a quote is confirmed, the workflow status is changed to "**Confirmed**", when the Quote is printed, the workflow status is changed to "**Printed**" & when the quote is converted to an order, the workflow status is changed to "**New**". **Advanced Search:**   Clicking on the **Advanced **button displays additional search options to help you further refine your search results. The additional search fields available are **Status**, **Customer Order number** (Cust. O/N), **Assignee **and/or** Transaction Source **(Tran. Source). Click **Find **once your search criteria has been entered. To return to the original filter criteria, click **Basic**. ![image](media://10c59c01-df85-4d1f-9f2e-b774089dfb26) **Order Number Search:** In the **Order#** field, enter the order number for the Sales Order or Quote and click **Find**. Frameworks will search **all branches** for the entered order number, ignoring all other criteria. > ⚠️ The search results will only display transaction of branches within the user's security settings. ie multi branch, multi zone or allowed branches. ### 2. Create a New Order or Quote Click **New **to create a new Sales order or Quote. > ✅ Refer to [Create a Sales Quote](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30509150) and/or [Create a Sales Order](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30521804) for further information. --- ## 2. The Dashboard Grid The dashboard grid displays information related to your search results. From here you can: ### 1. Open an Order or Quote Click the relevant **Order **hyperlink** **to maintain the Sales Order or Quote. > ✅ Refer to the [Sales Order Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28408932) user manual for more information. ### 2. View the Current Status of your Orders and Quotes From the grid you will be able quickly view information related to your Sales Orders. > ℹ️ Right clicking on the grid headings will allow you choose which columns you want to be visible.
For more information about the Dashboard grid, click here. | **Field** | **Description** | | --- | --- | | **Order** | This field displays the **Order Number** which is given to every sales order. Click on the hyperlink to view the orders [Sales Order Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28408932) screen. | | **B/O** | This field displays the **B/O** number allows for a transaction to keep the same sales order number however for each successive back order the original order number is given a suffix to differentiate it form the initial transaction. This number is incremented by 1 each time. This is also used if a transaction is **split.**
> ✅ Refer to [Pick and Release](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30528860) for picking with backorders and [Splitting product quantities in Orders or Quotes to allocate them to new transactions](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30520314) for more information. | | **Customer Name** | This field displays the **Customers Name** for the order or quote. | | **Brn** | This field displays the **Branch** the order or quote is linked too. | | **Transaction Type** | This field display if the transaction is a **Quote **or an **Order.**
> ℹ️ Other **Transaction Types **are available depending on additional system flags, such as **[Commercial Quoting documentation types and output](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30516188)**** **and feature codes settings such as** Template Quote/Order, ****[Projects ](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28383544)****, ****[Creating a Service Quote or Order](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30514274)**** **and **[Creating a Workshop Quote or Order](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30519074)****.** | | **Order Date** | This field displays the date the order was created. | | **Delivery Date** | This field displays the **Delivery Date**, which is set on the **Delivery Details **tab in the sales order maintenance screen. | | **Expiry Date** | This field displays the quote's **Expiry Date**, which is set on the **Header **tab in the sales order maintenance screen. | | **Delivery Address** | This field displays the **Delivery Address**, which is set on the **Delivery Details **tab in the sales order maintenance screen. | | **Customer Ref** | This field displays the **Customer Reference** set on the header of the sales order maintenance screen. | | **Despatch Method** | This field displays the **Despatch Method** code, which is set on the **Delivery Details **tab in the sales order maintenance screen. | | **Transaction Description** | This field displays the **Transaction Description**, which is entered on the **Header **tab in the sales order maintenance screen. | | **P/Slip Print** | This checkbox will be **ticked** if a **Picking Slip** has been printed either from the **Actions **menu in the **Sales Order** maintenance screen or via the **Pick & Release** screen. | | **Sales Check** | This checkbox will be **ticked** if the sales order has been **Checked by Sales Manager**, which is done on the **Header **tab in the sales order maintenance screen. | | **T/Port Check** | This checkbox will be **ticked** if if the sales order has been **Checked by Transport Manager**, which is done on the **Header **tab in the sales order maintenance screen. | | **Attachments **or **Paperclip** | Click the **Attachments **icon to open the **Attachments **window and attach files and documents related to the transaction.
- Click the **Paperclip **icon, if there are files or documents already attached to the transaction.
> ✅ Refer to [Attachments](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30529422) for more information. | | **Status** | This field displays the current **Status **of the sales order
> ✅ Refer to [Picking Order Status ](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28402374) for more information on the status follow. | | **Assignee** | This field displays the **Frameworks User **who has been assigned to the sales order or quote. This is done on the **Header **tab in the sales order maintenance screen. | | **Total INC** | This field displays the **Total Value **of the sales order/quote including **GST** | | **Customer Type** | This field displays the **Customer Type** as set on the **General **tab in the [Customer Maintenance ](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28389894) screen. | | **Sales Rep Name** | This field displays the who is the **Sales Representative** (Account Manager) for the company the sales order is for. This is set on the **More Data **tab in the [Customer Maintenance ](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28389894) screen. | | **Vehicle** | This field displays the which **Vehicle **as been assigned to deliver the order. | | **Run No.** | This field displays which **Run **the order is on for the assigned vehicle. | | **Drop No.** | This field displays which **Drop **on the** Run **the order will be delivered. | | **Transaction Source** | This field displays the source where the Sales Order/Quote was created.
- **Frameworks: **Orders created within Framework. - **Web:** Orders created from a 3rd party web application, for example, your websites ecommerce. - **tportal:** Order created within the Trade Portal.
> ⚠️ This column is **hidden **by default, see [Advanced Grid Features](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30509842) for information on how to add and remove columns.
> ℹ️ The transactions sources of Frameworks and Web are searchable via the **Advanced **search function | | **Job Name** | This field displays the **Job Name** linked to the sales order.
You can add or update linked jobs by going to the **Header** tab within the [Sales Order Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28408932) screen. | > ✅ Refer to [Advanced Grid Features](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30509842) for more information on the grid.
### 3. Change Delivery Date Click the delivery date (**Deliv Date**) hyperlink to open the **Delivery Date Update** pop-up window and update the delivery date. From here you can do any of the following: - Click the **Show Date Chooser** icon to change the **Date Required** field. - Click any of the blue action buttons to change the **Date Required **field respectively relating to the current date. - Confirm by enabling the checkbox or unconfirm by disabling the checkbox next to the delivery date. - Change the **Assembly Location** using the **Search **icon. > ⚠️ - If the **Date Is Confirmed** checkbox is enabled initially, when disabling it, the **Reason for change** and **Comments** fields will appear. > ⚠️ > ⚠️ ![image](media://4f24ace0-8a74-4d67-bd0c-30f5cb7306f8) > ⚠️ > ⚠️ - The **Assembly Location** field is only active when the **Date Is Confirmed** checkbox is enabled and the order hasn't yet gone through the picking process. ### View Basic Totals At the bottom of the dashboard grid, you can see the **total number of transactions** and** $ value** (Inc GST) for the current search results.  > ℹ️ **For example:** > ℹ️ > ℹ️ You can filter your search result or view **Quotes** and the total number of currently active quotes and total possible value of the quotes will be displayed. > ℹ️ > ℹ️ ![image](media://ae818020-6ba4-4839-9ddf-eea9eb360a7d) > ✅ Refer to [Advanced Grid Features](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30509842) for more information on navigating the Dashboard grid. --- # Additional Information > ✅ Refer to [Sales Order Related System Settings](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28381092) for more information about system settings > ✅ > ✅ Refer to [Create a Sales Quote](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30509150) and/or [Create a Sales Order](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30521804) for further information.