Matricle Help Center

Sales order overview

Select "Sales Orders" -> "View all

 

ID Auto generated Unique, generated by system.
Company Name   Name of the company that placed this order
PO   The purchase order information reserved by the customer

Tracking

  Tracking number
Pickup date   The date of self-collection for this order
Freight   Freight for this order
Amount   Final price for this order
Cost   Cost of this order
GPM   gross profit margin
Status  

unprocessed/approved/

hold: The customer has placed an order but has not picked up

prepared/dispatched/complete/back order/cancelled

Payment   Paid/Partially paid/Unpaid
Invoiced  

None (filter by all/less 7 days/7-14 days/14-28 days/over 28 days)

Invoiced

Customer Msg   Customer comments
Admin Reply   Administrator reply
Source   The source of the order
Internal comments   Internal message(private)
Create Date   Order creation date
Email-Date   Date of Email delivery

Sales rep

%

 

If the order was sold by a sales representative, the name of the sale is shown here

Commission as a percentage of selling price

Options  

Details/Email/Return/PDF View/Download PDF/Duplicate/Transfer to PO/Printing

Share link: The Encrypted link could be shared with customers

 

Select "Sales Orders" -> "Add Sales Order

 

Customer  

Existing customers: Enter name/company name/phone to search

New customers: Add new customer before create new sales order

Company Name/Payment Type/Customer Group/Overdue/Discount/Memo   Auto fill, cannot be modified in this page, information from customer information page
Billing info/Shipping info   Auto fill, can be modified in this page, information from customer information page

Customer PO

  The purchase order information reserved by the customer
Order source required Email order/Phone order/Office order/Sales/Others