View sales orders

Open: Sales Order Processing > Enquiries > View Sales Orders

  1. Order details are displayed by value. To view the details by quantity select the Show quantities option.

  2. You can view more information related to the order.

    1. On the Order Details tab, select the item then select View item. The line item details are displayed.

    2. If the item is standard or free text you can also view the analysis code, invoices (if goods have been invoiced for the line), despatches, allocations, and linked purchase orders, by selecting the appropriate button.

      • To view analysis code information for the item, select Analysis Codes.
      • Current order only: If viewing invoices, the invoice history for the order line is displayed. You can choose to display the invoice for an invoice history entry and you can request that the invoice is reprinted. The list excludes cancelled invoices. Batch/serial numbers associated with the invoice can be viewed. Reprint invoices list the associated batch/serial numbers provide your system is set to print these numbers on invoices.
      • Current order only: If viewing despatches, the despatch history for the order line is displayed. You can choose to display the despatch note for a despatch history entry and you can request that this is reprinted.
      • Current order only: If viewing allocations, the allocation history for the order line is displayed.
      • Current order only: If viewing linked purchase orders, the linked purchase order for the order line is displayed.

    Note: If the item is batch/serial numbered you can view the batch/serial item allocation and despatch history. This covers details such as the batch/serial number and if applicable the sell by and use by dates.

    To view analysis codes for the whole order, select the Analysis Codes tab.

    Analysis codes are displayed on the Analysis Codes tab for Sage 200 Professional versions from 2023 R1 onwards, but are displayed on the Delivery & Invoicing tab for Sage 200 Professional versions up to 2022 R2.

    Select the Payment with Order tab.

    • Payments declared.

      This is the value of payments received with this order that have been declared on an invoice.

    • Payments undeclared.

      This is the value of payment received on this order that have not been declared on an invoice.

    • Declared payments remaining.

      This is the value of declared payments that have yet to be deducted from invoices for goods/services for this order.

    Provided you have appropriate permissions you can view the profit level for the order and the profit level for individual items. To do this, select Order Profit on either the Order Details tab or Delivery and Invoicing tab. Values are displayed in the order's currency. Negative values are displayed in red.

    Note: Profitability is calculated on a line-by-line basis. For this reason, profitability figures reflect line discounts, but not order or invoice discounts.

    1. SelectInvoices to display a summary list of invoices linked to the sales order.
    2. Select an invoice to view or to reprint.
    3. Select Print.

    1. Click Despatches to display a summary of the despatch history for the selected order.

      You can also to view tracking and shipping information for each despatch.

    2. Select an item and select Print to open and print the despatch note.

    The Credit Note button is only active on orders that have the Invoice payment with order immediately check box selected. Credit notes are displayed only if the order is cancelled. This is because a credit note is generated to reverse the payment invoice that is produced when the order is raised. Also, no sales return is created for this credit note as it is linked to the sales order.

    Select Cancelled order lines to view the cancelled order lines linked to the sales order.

See also

Related topics

Sales document workspaces and enquiries

Create a new sales order (full order entry)