Orders: Difference between revisions

From Customer365 for SageCRM
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Search results are based only on Reference and Description field. It can be modified in web.config settings
Search results are based only on Reference and Description field. It can be modified in web.config settings


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


[[File:Order_search.png]]
[[File:Order_search.png]]
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By default only active quotes are displayed. To modify default filter change configuration value in web.config
By default only active orders are displayed. To modify default filter change configuration value in web.config


  <add key="PortalQuotesCustomFilter" value="Active"/>
  <add key="PortalOrdersCustomFilter" value="Active"/>
 
Quotes are sorted bases on Date Created. To modify sorting change configuration value in web.config
 
<add key="QuotesDefaultOrderBy" value="quot_createddate"/>


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Text configuration settings for Quotes and Quotes Details Page:
Text configuration settings for Orders and Order Details Page:


  <add key="lblQuoteFilter" value="Quote Reference:"/>
  <add key="lblYourInvoices" value="Your Orders"/>
  <add key="lblFilterSection" value="Click the Reference column to view the quote details"/>
  <add key="lblOrderFilterSection" value="Click the Order row to view the order details"/>
  <add key="lblYourQuotes" value="Your Quotes"/>
  <add key="lblOrderSummary" value="Order Summary"/>
  <add key="lblQuoteSummary" value="Quote Summary"/>
<add key="lblOrderFilter" value="Order Reference:"/>
  <add key="lblOrder" value="Your Orders"/>


Screen settings for Quotes and Quotes Details Page:
Screen settings for Orders and Order Details Page:


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


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View the quote details
View the order details


[[File:Order_detail.png]]
[[File:Order_detail.png]]
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Quote details can be printed by pressing "Print" button on Quotes Details Page
Order details can be printed by pressing "Print" button on Order Details Page


[[File:Order_print.png]]
[[File:Order_print.png]]

Latest revision as of 15:56, 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