User Guides
Client Portal
Sales Orders
Retail Orders

Retail Orders

The Retail Orders page manages individual retail and direct-to-consumer orders including small parcel shipments. Filter tabs include All, Preview, Plan, In Progress, Staged, Loading, Shipped, Billed, Paid, Partially Paid, and Post Due.

Operating Steps

  1. Navigate Sales Orders → Retail Orders
  2. Set filter criteria: date ranges, Customer, Facility, Order Type, Ship Method, Retailer
  3. Click "Search" to display results
  4. Click any Order # link to view the full order detail
  5. Use "Download PDF" or "Export" to download reports

Screenshots

Retail Orders