Admin > Sales > Sage Quotes

This page provides a table with quotes located in the ERP system. This table is sortable by clicking on the headings to sort by ascending/descending order. You may also enter/select a search criteria ...

Admin > Sales > Transactions

To display a table with transactional history, search for (and select) a customer from the search drop-down. Basic financial information and transactional history for the customer will appear, includi...

Admin > Sales > Failed Invoices

This page provides a table with invoices where a payment attempt was made in commercebuild but the payment failed to be inserted into the ERP system. This table is sortable by clicking on the headings...

Admin > Sales > Invoices

This page provides a table with invoices located in the ERP system. This table is sortable by clicking on the headings to sort by ascending/descending order. You may also enter/select a search criteri...

Admin > Sales > Shipments

This page provides a table with shipments/deliveries located in the ERP system. This table is sortable by clicking on the headings to sort by ascending/descending order. You may also enter/select a se...

Admin > Sales > Order Queue

This page provides a table with orders originating from commercebuild only. This table is sortable by clicking on the headings to sort by ascending/descending order. You may also enter/select a search...

Admin > Sales > Sage Orders

This page provides a table with orders located in the ERP system. This table is sortable by clicking on the headings to sort by ascending/descending order. You may also enter/select a search criteria ...

Admin > Dashboard

Basic B2C analytics are included in this section: Sales yesterday Orders yesterday Sales today Orders today Logins today Last month statistics chart and values (by day) This month statistics chart and...