How do I show all of my Sales Orders?

Method_Adam — Tue, 28 May 2013 20:53:15 GMT

This question came in from Nick:

Is there any way to get Method to show all the Sales Orders for a customer in the Customer window?

Hi Nick,

By default, Method will show all transactions for that client under the Transactions tab in the Edit Customer screen.

If you edit the grid, you can create a custom filter by view to show only SalesOrders. It's on step 3 of the grid wizard. A filter by view will allow you to filter the grid based on the criteria you setup. So for sales orders, you can set the filter to be equal to sales orders and even make it the default if you wish.

Hope this helps.

- Adam

Method:Classic General Q&A

How do I show all of my Sales Orders?