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Sales Order Panel
Stephan Botha avatar
Written by Stephan Botha
Updated over 2 years ago

There are two steps to add Sales Orders to the Account Details screen:

1. Create the Panel

2. Add the Panel to the active Panel View

Creating the Panel

You will need to select the Menu option: Setup > Panels > Panels

Click the button

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In the popup that appears you will need to select the Panel Type as Sales Orders -

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You will also need to add a Name and Title, the name is the 'background' name of the Panel and you have the Title which is displayed on the View. You will see I have given them the same Name and Title which is possible.

Adding The Panel to the View

Firstly you will need to select an Account from the Account List, while in the Account you will need to select edit this view which is located down in the bottom left-hand corner.

This will display different options in the top bar of the Account.

You will need to Click the button ‘Insert Panel', select the panel ‘Orders’ and click save.

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Drag the corner of the panel to resize as required.

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Order Panel Fields

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To set the columns displayed in the Sales Orders Panel go to Menu > Setup > Field selection > Order Panel Fields.

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Single click on the required fields on the left side.

Optionally rename the text on the right to change the column heading text.

Drag rows up and down to re-order the columns, and use the minus button to remove a column.

Note that selecting any product line fields (eg Product, Line number, Line net value) will make the system show all lines for each order, which will give the initial impression of duplicate orders.

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