Sales Orders

Access your perpetual license orders.

The Sales Orders page allows you to access your perpetual license orders. You can access this page from the main navigation menu by selecting Billing > Sales Orders.

This topic only relates to perpetual license orders. For subscription-based orders, see the Orders page (available under Marketplace in the main navigation menu).

To learn about the difference between perpetual license and subscription-based orders, and how to track these orders, see the following video.

Watch a video guide about perpetual license and subscription-based orders in the platform.

Searching for a perpetual license order

If you are looking for an order, you can use the search options to find the order easily.

Different search options are available; for instance, you can search for an order based on its purchase order or reference number, address, and more.

When searching, you can also increase the Search Result Limit by choosing the required number of results to be returned. If you want to reset the search criteria, you can do this by selecting Reset.

Adding or removing columns

You can add new columns and remove non-essential ones by selecting Customize.

Selecting Customize opens a new menu, allowing you to choose the required columns as necessary. You can also resize the columns by clicking between them.

The Customize option in the table.

Filtering or sorting orders

Use the filter icon in the column header to apply filters.

To sort the data for a column, select the column header, or select the filter icon and then select Sort Ascending or Sort Descending.

The different sort options in the table.

Individual order actions

For each order, the Actions column lets you open the order details page by selecting View.

The details page displays in-depth information for your selected order, including item details, pricing, tax information, and more.

You can also export the order information by selecting the actions icon (•••) and choosing one of these options: Export to PDF, Export to Excel (CSV), or Export to Excel (XLSX).

The different options to export an invoice.