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Sales Order Screen, filter by sales rep.

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Sales Order Screen, filter by sales rep.

Khizr Saharan

started a topic over 3 years ago

It would be good to have a check box with a list of reps as these are used to filter channels. We have some employees that are solely in charge of processing orders from shopify and ebay, so being able to just tick these two channels so they can always see the latest orders will be ideal.

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Daniel Millott
said over 3 years ago

Hi Khizr Agree with your idea. It would be great to have some filters across the header - similar convention to what you see in the Integration pages for ecommerce catalog/bulk listing page. We have the same need in our business and to workaround this in the meantime we just type the sales rep name into the search field. And after opening an order from the search results, when you click 'Back to list' Im pretty sure it retains the search results... So that shouldn't be inconvenient for your team in the meantime
Angelo Li
said about 1 year ago

Hi DEAR Team,

It would be great to have a feature to filter out sales orders based on Sales Rep, statuses, etc. It would be a headache to scroll through the pages to find a large amount of orders based on a specify parameter (e.g. Sales Rep).

Thank you!
S

Sayali Yevale
said 6 months ago

Thank you for your suggestion.
This is planned for 2023 roadmap.

Thanks,
Sayali Yevale | Cin 7 Core Product Team

Planned Sales Order Screen, filter by sales rep.

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Planned
Sales Order Screen, filter by sales rep.