Find quotes and orders

Before you start

When your role includes Appear in the salesperson picker, the app initially shows your own records. Otherwise, it starts with all records you can access.

Search and filter in the app

1. 1

   Step 1: Search for the sale

   Open Quotes or Orders. Enter a customer name, number, email, phone, company, product, SKU, purchase order number or tag.

   Every search word must match somewhere on the record. The list updates to matching sales.

   You can omit # and printed number prefixes such as Q-, SO- or INV-. A reference matches only while reference display is enabled.

2. 2

   Step 2: Check the salesperson filter

   Open Salesperson and choose the staff whose sales you need. Empty the selection to show All.

   Records with no salesperson do not appear under your own sales. Clearing the salesperson choice makes those records eligible to appear.

3. 3

   Step 3: Apply the other filters

   Use Payment, Signed, Shopify sync and Tags as needed. Fulfillment appears while that filter is applied.

   Values inside a filter are alternatives; separate filters must all match. For example, an unpaid filter plus Sam Ortiz shows unpaid sales credited to Sam.

   

4. 4

   Step 4: Choose the status and sort

   Choose All or a status tab. The app shows tabs for statuses with records; Awaiting pickup appears only on Orders.

   Sort by Order number, Last updated, Customer or Total. Last updated, newest first, is the starting order.

5. 5

   Step 5: Open the matching record

   Check the number and customer, then open the row. The quote and order page opens with the sale's details.

   If several records match Olivia's name, use their product, total and update information to select the intended sale.

   Tip

   Filters live in the page's link. Bookmark the filtered link to return to that view; the list has no separate saved-view feature.

Read the list

A vendor warning identifies lines needing vendors before approval. A failed-create message identifies a Shopify sync failure, rather than a missing local record.

Use Fix a failed Shopify sync for those failures. The row menu contains eligible actions for the selected record.

Change many orders at once covers tagging or changing status across selected rows. First check the filtered set carefully.

Find the sale on POS

1. 1

   Step 1: Choose Mine or All

   Tap Orders & Quotes. Choose Mine for orders crediting you, or All for the records your access permits.

   Mine follows sales credit. It does not mean every order created on this register belongs in that view.

2. 2

   Step 2: Search and choose a status

   Enter a name or number under Search customer or order #. The matching rules also cover product, SKU, purchase order and tag details.

   Tap a status chip, or open More for additional statuses. A chosen hidden status takes the last chip slot for that session.

   

3. 3

   Step 3: Open the matching row

   Read the customer, number, last change, status, signature, payment, total and item count. Tap the row that matches the sale.

   Use Load More Orders when needed. The selected record opens on the POS order screen.

What happens next

The record opens ready for the actions your role allows. Follow Edit a quote or order when you need to change the sale.

A filtered result is a way to locate work. Its badges still need reading before you take payment, request a signature or change status.

If something goes wrong