Viewing Sales Orders

Roles

Customer Admin and Customer Sales Rep

• Create/edit sales orders
• View sales orders
• Import sales orders (API/CSV)
• Search/filter sales orders

Scale Clerk Supervisor and Scale Clerk

• View sales orders
• Search/filter sales orders

Overview

The SALES ORDERS screen is from where you will create and manage sales orders (sometimes referred to as “jobs”) for all of your customers. The Trux system uses existing customer, product, origin, and pricing tables to streamline the tracking, pricing, and management of sales orders for aggregate materials.

Users with the Customer Admin or Customer Sales Rep role can create sales orders in one of two ways: 1) manually and one at a time from a form or 2) via a validated CSV/flat file using a predefined template.

View Sales Orders

1. You can search for current Sales Orders SALES ORDERS screen by any of the following fields
   SO#
   Customer
   City
   Description
   Plant Location
   Product Name
   Status
2. All of your existing Sales Orders that meet your search/filter criteria appear on the bottom half of the screen. Click an individual Sales Order to reveal all of the Sales Order Items (e.g., products) listed below.
3. Click the Clear all filters icon to remove your search criteria and view all existing Sales Orders.
4. Click Previous, Next, or a screen number to scroll through your list of existing Sales Orders.
   
   
   
   
5. Click the 3-dot shortcut menu on an individual Sales Order Item and click History.
   
   
   
   
6. Clicking History on the shortcut menu displays the Sales Order Item History, including when it was created, edited, and by whom.