8.2. How to search sales order?

Following are the available methods that you can use to search sales orders in TDS CRM:

  • Basic Search:
  • Go to SO Tracking > Sales Orders.
  • From the toolbar, click the Search icon.
  • Enter the search criteria such as account name, address information, etc.
  • Press Search Now button.
  • Advanced Search:
  • Go to SO Tracking > Sales Orders.
  • Click the Search icon from the tool bar.
  • Tap the link of Go to Advanced Search.
  • Specify the search conditions. Two drop-down boxes and a text box is given for this purpose.
  • You can add or lessen the conditional menus by using the button of Fewer and More.
  • After specifying the conditions, click the Search Now button.
  • Alphabetical Search:
  • Go to SO Tracking > Sales Orders.
  • Click the Search icon from the toolbar.
  • You will see a series of alphabets in the search window.
  • Press the desired alphabet.

By following any of the search method, you can quickly access the relevant information about the required customer account.