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Solar eCRM Setup

Leads Module

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Orders Module

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Corporate Company

order_search

To manage orders it is important to have a good search function in place. The Orders search box provides a variety of option to search orders based on different “Search Criteria”. This helps to quickly retrieve orders based on the search criteria.

Orders > Default/Simple Search > Enter Search data > Click Search

Orders > Click Advanced > Enter Search data > Click Search

You can enter any one “Search Criteria” or a combination of different “Search Criteria” to filter the Quotes data

Search Criteria Description
First Name Search orders by customer's first name
Last Name Search orders by customer's last name
City Search orders by customer's city/suburb
State Search orders by customer's state
Phone Search orders by customer's phone number
Order Status Search orders by orders's status
Form No Search orders by form no
Payment Options Search orders by payment options
Sales Representative Search orders by sales representative
Agency Search orders by sales agency
Installation Status Search orders by status of installation
Order Date From Search orders by from date
Order Date to Search orders by to date
Actual Install Date From Search orders by actual installation date from
Actual Install Date to Search orders by actual installation date to
Status Change Date From Search orders by status change from date
Status Change Date to Search orders by status change to date
Identifier1 Search orders by identifier1
Identifier2 Search orders by identifier2
Identifier3 Search orders by identifier3
Identifier4 Search orders by identifier4

Order can be deleted unless there is an existing record of installation or invoice related to the customer.

order_search.txt · Last modified: 2019/02/28 13:20 (external edit)