How to Search
Searching for a Sales Order
Step 1: Click on the Magnifying Glass icon at the top right of the page
Step 2: Type Sales Order into the search field
Step 3: Click on > Sales Orders Lists
Step 4: This will take you to the Sales Orders List page. Click on the Search button at the top left of the page
Step 5: Type in your order number
OR
Step 1: From the top bar, click on Sales -> Sales Orders
Step 2: Enter the WO# into the Search field
Searching by a WEB Order
Step 1: From the top bar, click on Sales -> Sales Orders
Step 2: Click on All -> Show Filter Pane
Step 3: In the Filter list by: section, select "Your Reference Entripy" (it's at the very bottom of the list)
Step 4: Enter the WEB# (note that this section is case sensitive)
Searching for a Purchase Order
Step 1: Click on the Magnifying Glass icon at the top right of the page
Step 2: Type Purchase Order into the search field
Step 3: Click on > Purchase Orders Lists
Step 4: This will take you to the Purchase Orders List page. Click on the Search button at the top left of the page
Step 5: Type in your order number
OR
Step 1: From the top bar, click on Purchasing -> Purchase Orders
Step 2: Enter the PO# into the Search field
Searching for a Customer
Step 1: Click on the Magnifying Glass icon at the top right of the page
Step 2: Type Customer into the search field
Step 3: Click on > Customer Lists
Step 4: This will take you to the Customer List page. Click on the Search button at the top left of the page
Step 5: Type in your customer name or email address.
OR
Step 1: From the top bar, click on Sales -> Customers
Step 2: Enter the Customer Name into the Search field