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