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Sales Orders
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Organize and track every sales order with ease.
ZARIS Sales Orders is the structured list of every customer order names, totals, quote links, fulfillment status and assignee with a Quick View for instant essentials, a full Detail View for status timeline and related records, and inline Quick Edit for shipping, due dates and payment updates.
From order capture to paid delivery
Centralized order list
Every sales order in one structured table Subject, Organization, Quote Name, Total and assigned rep with filters for customer, date and status.
Instant Quick View
Surface customer, items, quote link and payment terms without navigating away. Triage many orders in minutes.
Status & Fulfillment Timeline
Detail View tracks the full order lifecycle: Auto Created → Created → Approved → Sent → Paid, with linked invoices and inventory.
Organize and track every sales order with ease
The main Sales Orders page provides a structured list of every order, showing customer name, order number, related quote, total value and fulfillment status. Filter by customer, date or status, and run quick bulk updates without leaving the table.
- Centralized view of all orders in one organized table.
- Filters for customer, date or status find an order in seconds.
- Quick bulk updates for order processing across multiple rows.
Get a snapshot of order details instantly
Quick View lets you review the essentials of an order customer, items, quantities, payment terms without navigating to the detail page. Drop a comment, mark it internal, attach a file, and scan the Recent Comments roll-up all from the side panel.
- Immediate access to order essentials without leaving the list.
- Saves time when checking dozens of orders in a row.
- Linked overview of the customer, related quote and invoice status.
Row actions: Details, Edit, Delete
The ⋮ menu on every sales order row offers fast triage: open Details, launch Quick Edit, or Delete with confirmation.
Comprehensive breakdown of each sales order
Detail View gives full insights customer info, itemized products/services, taxes, shipping details and related invoices and tracks the order across eight status milestones from Auto Created to Paid. Linked tabs reach Activities, Documents, Invoices and the full Status History.
- Full order summary on one page items, taxes, shipping and totals.
- Integrated with invoices and inventory for end-to-end visibility.
- Track fulfillment and shipping progress in one status timeline.
Update sales orders effortlessly
Quick Edits let you adjust shipping status, delivery dates and payment updates directly from the list or quick panel. Open the same form for a brand-new order with all the right defaults including recurring invoice setup.
- Real-time status updates without leaving the table view.
- Add notes or special instructions to the order in one keystroke.
- Efficient workflow no full-page reloads, no context switching..
Benefits of the Sales Orders module
Centralized order data, lightning-fast updates and accurate tracking the three pillars of a healthy sales cycle.
Seamless Order
Management
Simplifies the sales cycle by centralizing all order details in one place.
Faster Processing & Fulfillment
Quick updates and automated workflows speed up order handling and delivery.
Stronger Customer Satisfaction
Accurate tracking ensures timely deliveries and transparent communication with clients.
