Manage Sales Orders

Manage Sales Orders

1. Accessing Your Sales Orders
  1. Click on the Sales Orders module on the left-hand side.
  2. A list of all your Sales Orders will appear, sorted by date (newest first).

2. Understanding the Sales Order List

The list view provides a quick snapshot of your transaction history. You can see:
  1. Order Date: When the order was officially issued.
  2. Sales Order #: The unique reference number for your purchase.
  3. Status: This indicates where your order stands (Open, Closed, Fulfilled, or Void).
  4. Amount: The total value of the order.

3. Viewing Order Details

To see the specifics of a particular order, simply click on the Sales Order number. This will open a detailed view where you can:
  1. Review Line Items: See exactly which products or services are included, along with quantities and individual pricing.
  2. Check Shipping Status: If we have linked a shipment to the order, you will see the delivery status here.
  3. View Associated Invoices: If an invoice has already been generated for this order, you can jump directly to it from the Invoices tab.

4. Key Actions You Can Take

While viewing a Sales Order, you have several tools at your disposal:
  1. Download as PDF: Save a local copy of the order for your internal records.
  2. Print: Send the order document directly to your printer.
  3. Comment: Use the Comments & History tab to ask questions about a specific order. Our team will see these updates in real-time.

5. Frequently Asked Questions

Can I edit a Sales Order in the portal?
For security and record-keeping purposes, customers cannot edit Sales Orders directly. If you need to change a quantity or add an item, please leave a comment on the order, contact Customer Support at support@agripowermanufacturing.com, or submit a Support Request.

What if I don't see a specific order?
Please make sure you're looking at the correct date range, or use the Search Bar at the top of the list to find the order by number or total amount. If you cannot find your order, contact Customer Support at support@agripowermanufacturing.com or submit a Support Request.