Sales Order Tracking
Sales Order Tracking writes down where each sales order line stands: a stage and the date it was reached. You give a date range and, if you like, a customer, an order or a platform; Create brings the matching order lines, and you set each line's stage.
What it is for
Some sellers, for example those selling through online platforms, follow each order line through stages of their own. This screen keeps those stages and their dates. It changes nothing on the order.
The one rule people get wrong: the stage date cannot be before the order's posting date.
Every field in plain words
General
| Field | What it means | What to put |
|---|---|---|
| Transaction | The tracking document number | Given by the system |
| Date From / Date To | Orders posted between these dates | Required to find orders |
| Customer / Name | Only this customer's orders | Optional |
| Sales Order | Only this order | Optional. The lookup lists orders posted in the date range |
| Platform | Only items sold on this platform | Optional. The platform set on the item released in the company |
On Create the lines fill with every matching order line. If none match: "There is no Sales Order Available".
Basic Data: the lines
| Column | What it means | What to put |
|---|---|---|
| Customer, Name, Sales Order, Posting Date, Item No, Name, Quantity | The order line | Fill in, read only |
| Stage | The stage reached | Pick from the stages |
| Stage Date | When it was reached | Not before the posting date |
| Line Text | A note |
Every Save adds the lines' stages to a tracking history of the order, which the Sale Order Tracking list reads.
How to configure it
Set up the stages on Stage in CRM and expenses. Give the platform on each item if you track by platform.
Scenarios
- An online seller tracking packed, handed to courier, delivered. Once a day, create a tracking document for yesterday's orders and set each line's stage.
What it is connected to
- Sales Order - the lines tracked.
- Lists and reports - Sale Order Tracking list and report.
If something looks wrong
- "There is no Sales Order Available" - no order line matches the dates and criteria.
- "Stage Date Cannot be exceed salesorder posting date." - the stage date is before the order date.