Orders: Difference between revisions

From Customer365 for SageCRM
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*Note: If you have the MAS integration turned on see the "Orders MAS" menu
This lists the Orders in the system
 
[[File:Order_list.png]]
 
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User can search orders using search box. To clear search filter press "Clear" button
 
Search results are based only on Reference and Description field. It can be modified in web.config settings
 
<add key="tbOrderFilter" value=" and (orde_reference like '%25#searchvalue#%25' or orde_description like '%25#searchvalue#%25')"/>
 
[[File:Order_search.png]]
 
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By default only active orders are displayed. To modify default filter change configuration value in web.config
 
<add key="PortalOrdersCustomFilter" value="Active"/>
 
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Text configuration settings for Orders and Order Details Page:
 
<add key="lblYourInvoices" value="Your Orders"/>
<add key="lblOrderFilterSection" value="Click the Order row to view the order details"/>
<add key="lblOrderSummary" value="Order Summary"/>
<add key="lblOrderFilter" value="Order Reference:"/>
<add key="lblOrder" value="Your Orders"/>
 
Screen settings for Orders and Order Details Page:
 
<add key="PortalOrdersList" value="PortalOrdersList"/> //quotes screen
<add key="PortalOrdersScreen" value="PortalOrderForm"/> //quotes details screen
 
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View the order details
 
[[File:Order_detail.png]]
 
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Order details can be printed by pressing "Print" button on Order Details Page
 
[[File:Order_print.png]]

Latest revision as of 13:56, 8 August 2016

This lists the Orders in the system


User can search orders using search box. To clear search filter press "Clear" button

Search results are based only on Reference and Description field. It can be modified in web.config settings

<add key="tbOrderFilter" value=" and (orde_reference like '%25#searchvalue#%25' or orde_description like '%25#searchvalue#%25')"/>


By default only active orders are displayed. To modify default filter change configuration value in web.config

<add key="PortalOrdersCustomFilter" value="Active"/>

Text configuration settings for Orders and Order Details Page:

<add key="lblYourInvoices" value="Your Orders"/>
<add key="lblOrderFilterSection" value="Click the Order row to view the order details"/>
<add key="lblOrderSummary" value="Order Summary"/>
<add key="lblOrderFilter" value="Order Reference:"/>
<add key="lblOrder" value="Your Orders"/>

Screen settings for Orders and Order Details Page:

<add key="PortalOrdersList" value="PortalOrdersList"/> //quotes screen
<add key="PortalOrdersScreen" value="PortalOrderForm"/> //quotes details screen

View the order details


Order details can be printed by pressing "Print" button on Order Details Page