ITarian

Mass Management Of Sales Orders

 

• You can edit / delete / import / export / de-duplicate multiple sales orders at once. This is useful when you are modifying details that are common to a group of sales order records.

• For example, you may have a set of sales orders with old terms and conditions that need to be revised as per updated versions.

Tip: If you want to update the details of a single sales order record: Open the 'Sales Order List', click the invoice name then click the 'Edit' button. See 'Manage Sales Orders' for more details.

The interface allows you to:

• Edit sales order records

• Delete sales order records

• Import / export sales order records

• Find duplicate sales order records

Edit common details of several sales order records

• Click 'All' > 'Sales Order' (under 'Marketing and Sales') to open the 'Sales Order List' interface

• Select the sales order to be edited

• Click 'Actions' and choose 'Edit'

The mass editing form will open:

This interface contains four tabs:

• Sales Order Details – Allows you to specify subject, contract name and more. See this table for descriptions of the fields in the 'Sales Order Details' tab.

• Address Details – Allows you to enter the values for billing and shipping addresses in the selected sales order records. See this table for descriptions of the fields in the 'Address Details' tab.

• Terms & Conditions – Allows you to provide a common 'Terms & Conditions' for the selected sales order records.

• Description Details – Allows you to enter a common description for the selected sales order records.

Click 'Save'.

Delete sales order records

Sales order records that are no longer required can be removed.

• Click 'All' > 'Sales Order' (under 'Marketing and Sales') to open the 'Sales Order List' interface

• Select the sales orders to be deleted

• Click 'Actions' and choose 'Delete' button.

• Click 'Yes' in the confirmation dialog to remove the record(s)

Import / export sales order records

Export:

• Click 'All' > 'Sales Order'

• (Optional) Select the sale order you wish to export

• Click 'Actions' > 'Export'

• Choose whether to export selected records, all visible records or all records

• Click 'Export Sales Order'

• Sales orders are exported in .csv format

Import:

• Click 'All' > 'Sales Order'

• Click 'Actions' > 'Import'

• Browse to the file containing your sales order records

• Specify the format of your file

• Click 'Next' to begin the import.

See 'Import and Export Records' for more information.

Find duplicates

You can find duplicates from multiple sales order records at once.

• Click 'All' > 'Sales Order' (under 'Marketing and Sales') to open the 'Sales Order' interface

• Click 'Actions' and choose 'Find Duplicates'

• Click in the 'Available Fields' box and choose the invoice related fields from the drop down. 'Ignore empty values' means the CRM will not consider matching blank fields as indicating a duplicate

• Click 'Find Duplicates'.

The 'Duplicate Sales Order' page will be displayed.

• To delete a duplicate sales order record, select it and click the delete button on the top left

• To merge duplicate records, select them from the 'Merge Select' column and click 'Merge'.

The 'Merge Records In > Sales Order' dialog will be displayed:

• The selected 'Record #' is the primary record. Select other record to change the primary record

• Select the column values that should be retained in the merged primary record. Please note you can select only one column value for the merged record

• Click 'Merge'. The records will be merged and displayed in the 'Sales Order List' page as per the selected column values.