Sales Manager - Overview

In the Sales Manager, you will see the list of all orders whose Order Type corresponds to the Order Type filter next to the title of the view. By default, the order type Sales Order is set.

List of Sales Orders

In the order type filter, you can select all order types whose category is "Sales".

Note

The order type defines a category and a direction of goods flow. The category can be sales, purchasing, or production. The flow direction can be inbound or outbound. You can unlock additional job types in the System Configuration.

Warning

To ensure that your business processes run smoothly, coordinate this approach with your project manager!

Actions in the title bar

Special Promotions

Symbol	Function	more information
	Create new order: Create new orders.	Create Order
	Set order multistatus: Store current information or forward the order to the next step.	Set Multistatus
	Create documents	Create Documents

General List Actions

Symbol	Function *	more information
	Export: Exports the data to Excel.	Export Data
	Update: Updates the current list.	Working with Lists
	Filter: Set criteria that limit the number of records in the current list.	Working with Lists
	Quick Search: Searches the list by the default criterion.	Working with Lists
	Views: Switch or create views.	Switch Views edit views

* Attention: Depending on the context, not all actions are always available!