How do I use the Order Manager window?

Order Manager is a module used to filter and process multiple Sales Orders in batch in one window. Buttons and Filters are customizable. See below for further detail.

To access Order Manger, go to Sales > Order Manager in the dropdown menu or use the Order Manager button. Order Manager is made up of Views and Buttons. Each View is comprised of Buttons. Views and Buttons can be customized using the Configuration button in the Order Manager window. Views are used to group buttons. To make changes to a default view or button, copy it in the Order Manager Configuration window and make changes. 

In the images below, 1 is Views and 2 is Buttons

For other information on Order Manger, see these articles:

• Order Manager Webinar 

• How Does The Order Manager Work?

• How Do I Open Order Manager Automatically?
• How Do I Create a Custom View of Orders in Order Manager Custom Bar?
• How Do I Add Or Remove Columns In Order Manager
• How to find the criteria for each Order Manager button
• What are Filters in the Order Manager?
• How do I add a filter group to Order Manager to filter out specific dates?

• How to Use the Order Manager to invoice Shipped Orders

• How do I Create Picklists for Multiple Orders?

• How Can I Send Emails in Bulk?

• How to use Order Manager to allocate inventory when scheduling

• How to see late shipments in Order Manager

• How Do I Create Assembly Sessions From Order Manager?

• Why Are Order Manager Quick Filters Not Saving?