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

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