Review an Order List from the Sapphire Web Pack

In this section, we will guide you through the process of managing the Order List within SapphireOne Web Pack. Understanding how to efficiently handle the Order List is crucial for tracking client orders, ensuring timely processing, and maintaining accurate records within your organisation. The steps are as follows:

Viewing Order Details

1. Navigate to Web Pack > Inquiry > Order List. SapphireOne will display a list of all client orders.
2. Select an order from the list.
3. Click the View button to see detailed information about the order, including the Client Order number, ID, Description, Quantity (Qty), Price, Discount, Amount, Tax, and Total.

Modifying an Order

1. Navigate to Web Pack > Inquiry > Order List. SapphireOne will display a list of all client orders.
2. Click the Modify button to edit the order details.
3. Update necessary fields such as Quantity (Qty), Rate, Discount %, Tax, Total, add a Note, change Delivery Date, or add a Job Project.
4. Click Save to save changes or Cancel to discard changes.

Generating Documents

1. Use the buttons located in the bottom right-hand corner of the Client Order which are as follows:
   • Email – Send the delivery docket to your client.
   • Picking Slip – Print the delivery docket or invoice.
   • PDF – Generate the invoice in PDF format.

For more detailed information, refer to the Web Pack > Inquiry > Order List article.