Sales Orders and Returns

The Sales Order and Returns Daybook displays transactions for your customers:

Daybook Toolbar

Daybook Menus

Daybooks are designed to display only 'work in progress'. All completed transactions should be Posted or Archived as part of regular housekeeping. You can filter the transactions displayed with the tab row:

  • Today
  • This Week
  • Last Week
  • This Month
  • Needs Delivery
  • Outstanding
  • Incomplete
  • Needs BTB
  • Direct Delivery O/S
  • Search – Search for particular orders and returns with:
    • Basic tab
      • Document
      • Your Ref
      • Trader
      • Delivery
      • REP
      • Include Hidden
      • Disputed Entries
      • Only Held Entries
      • Dates
    • Advanced tab
      • Areas
      • Sources
      • Delivery Methods
      • Branches
      • Cost Centres
      • Process Types
      • Users
    • Hide tab
      • Hide Completed

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