This document explains how to use the orders list in Pulse 2.0
\uD83D\uDCD8 below are the steps you can follow:
Step 1.Log into Pulse with the right credentials.
Step2. Click on the 9-dots menu.
Step 3. Choose Orders (and you are there).
\uD83D\uDCD8 How to get to the Orders list
Click on the 9-dots menu
Click on the Orders module
Below is the page after clicking activities and it shows customer details
\uD83D\uDCD8 Orders list terms and definitions
The orders list page has 11 main parts. It’s structured as a table that has filters and different sub-pages.
Definitions
Account ID: Each created order has an account that it is attached to, it can either be a newly created account or an existing account (as it’s possible to create a new order on an existing account).
Customer Name: This is the name of the customer who owns that order (or account).
Sales Agent: This is the ID of the salesperson (Sales agent) who sold the order. Users can also sort alphabetically (A to Z or Z to A).
Phone Number: Phone number of the customer.
Customer Address: Geographical address of the customer.
Amount paid to date: Total amount paid to date on the account (not the order).
Days pending: Number of days since the order creation. Users can also sort from:
newest to oldest or
oldest to newest
Status: Contract status.
Total results: Number of orders based on the select filter.
Filter list: A list of filters that the user can use to create some custom lists.
Pagination: All orders are not displayed on one page, the user clicks on different pages to view the orders he wants.
\uD83D\uDCD8 Filter list
There are different filters that are useful for a user and there is no limitation on the number of filters that can be used.
Filter list terms and definitions
The filter has 4 parts:
Criteria: You select the criteria you want. This is a pre-defined list of criteria that can be used on this page, so when you click on it, there is a dropdown list that you choose from.
Keyword or a value: You add a keyword or a value related to the selected criteria.
Buttons:
Add filter: This button is used when you want to use multiple (or more than one) criteria. You click on it and it gives you the ability to add the criteria that you want.
Update form: This button is used to save the custom filter that you created. Here are some notes about this
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An example of 2 criteria into one filter
Here we want to see a list of orders whose contract status is ‘Submitted’ and they were created between 01/05/2022 and 17/05/2022.
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You can remove a criteria or add more criterion. |
Here is the list that our filter gave us.
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When you click on ‘Clear all’, all the criterion are cleared. |
