View sales orders

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

View the sales orders list

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.

Open 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 to access different types of information:

Tab	Description
Overview	Shows a high-level summary of the transaction. You can view the related entities, the associated Sales Quote reference, and the total financial breakdown.
Entities	Shows the addresses and contact points associated with the order.
Vendors	Shows the company information and website links for the software publisher.
Products	Shows a brief description and reference links for the ordered items.
Attachments	Allows you to download the official PDF versions of your sales orders for your internal records.
Details	Shows 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	Shows an audit trail of events for the sales order.