FAQ: HOW DO I VIEW ALL SALES ORDERS AGAINST MY CUSTOMER?

1. Click Sales/Marketing > Customers > Search

2. Go to Name/ID and type in your customer name and it will pull up the Customer record.

3. Once inside the Customer Record you can then look at all Sales Orders by going to Sales at the bottom and refer to Type:

4. Select Document Number of which SO you want to view or right click on the Document Number hyperlink and open in a new browser tab and that will bring you into the SO.

5. An alternative approach to steps 1-4 above is in the Search Bar to type Cust: <insert customer name> and it should populate the customer for you to select as below: