View sales orders

This topic describes how to view all sales orders in your account, as well as details about a specific sales order.

Viewing sales orders

To view your sales orders:

1. Go to Procurement > Sales orders.

2. View the list of sales orders displayed on the page.

3. Review properties, such as the order ID, sales order creation date, estimated sales price, current status, and more.

The Sales Orders page displaying a list of orders and their details.

Viewing sales order details

On the sales order details page, you can view detailed information for a sales order. The information is categorized logically across several tabs, so you have immediate access to the data you need.

To view details for a sales order:

1. Go to Procurement > Sales orders.

2. (Optional) Use filters to find the desired sales order.

3. Select the order ID. The details page of the sales order opens.

The details page of a sales order.

1. Use the tabs on the sales order details page to access different types of information:

Tab	Description
Overview	Displays a high level summary of the transaction. It displays the involved parties the associated Sales Quote reference and the total financial breakdown.
Entities	Defines the addresses and contact points associated with the order for accurate routing and billing.
Vendors	Displays the company information and website links for the software publisher.
Products	Display a brief description and reference links for the specific items ordered.
Attachments	Allows you to easily access and download official PDF versions of your sales orders for your internal records.
Details	Displays backend information including external document numbers agreed upon payment terms and synchronization timestamps confirming that the order has been successfully logged in our ERP system.
Audit trail	Displays all events for the sales order. For more information, see Audit Trail.