Access Orders and view an order record
Learn how to access your orders and view their details, statuses, products, documents, and amounts on the web and mobile app.
In Sage Sales Management, you can record orders and link them to accounts and opportunities to track your sales activity.
How to access your orders
On the web
Sign in to Sage Sales Management.
Select Orders from the side menu.
Select an order to open its record.
From the list, you can filter and sort orders by header fields, such as status, date, account, or related opportunity.
You can also access related orders from the orders widget in an account or opportunity record.
On the mobile app
Open the Orders module and select the order you want to view.
You can also filter and sort the list, or access related orders from an account or opportunity record.
What information does an order record contain on the web?
The record brings together the order details, its status, the products included, and related documents.
The following sections describe the layout from top to bottom and from left to right.
Main order details
The top left section displays the order name, order number, and total amount.
The general details appear below:
Valid until: the date until which the order is valid.
Closing date: the recorded closing date.
Owner: the person responsible for the order.
Environment: the environment the order belongs to.
Account: the account linked to the order.
Shipping address: the address recorded for delivery.
Currency: the currency used for the order.
Contact: the related contact, if specified.
Opportunity: the related opportunity, if specified.
Status review
To the right of the main details, you will find Status review. This widget displays the process stages and the current order status.
In the example, the stages are Draft quote, Quote sent, Quote under review, and Won/Lost.
The Current status field allows you to view and change the order status.
Select View change log to view the history. Each change shows the user who made it, the status, and the date.
Internal comment
Below the status review, Internal comment allows you to view and add internal notes about the order.
To add a note, select the button with the + symbol.
Order lines
The Lines section displays the products included in the order. Each row represents an order line and contains:
Field | Information |
# | Position of the line within the order. |
Product | Product included in that line. |
Quantity | Number of units of the product. |
Unit price | Price of one unit of the product. |
Discount | Discount applied to the line. |
Total | Line amount after applying the discount. |
Use this section to review the quantities, prices, and discounts for each product.
Comments and additional fields
Below the order lines, you will find Comments. You can view comments or add them using the button with the +symbol.
Additional field sections, such as General, may appear to the right. Their content depends on your account configuration.
The example record includes fields related to quote synchronisation and approval.
Documents and signed documents
The documents section includes two tabs:
Documents: files attached to the order.
Signed documents: signed documents associated with the order.
From Documents, you can add files, such as Word documents, PDFs, or Excel spreadsheets, and view or download them.
Reports
The Reports section displays the reports available for the order, together with their names and creation dates.
Here you will find the Order/quote sheet and any custom reports configured for your account.
Amount summary
At the bottom of the record, a grey bar brings together the order amounts:
Field | Information |
Document subtotal | Order amount before discounts. |
Total discounts | Total amount of discounts applied. |
Final amount | Resulting amount after applying the discounts. |
For example, a subtotal of €3,500.00 with discounts of €630.00 gives a final amount of €2,870.00.
View an order record on the mobile app
The mobile record displays general order information, such as the name, total amount, status