Reference a Sales Order against a UID

This tutorial will show you how to reference a Sales Order against a UID. This is useful when you sell an item and you want to look it up by the UID and see what sales order it was sold under.You may also want to take a look at what other items were sold to the same customers that purchased this particular item.

1.  Navigate to Inventory > Receive Inventory.

The Receive Inventory page will be displayed.

2.  At the bottom of the page, you will notice a small magnifying glass that says Find Records (). Click on that.

 At the top of the page, a Search dialog will be displayed.

3.  Click Add (), to enter one new search field, the default option will be Model.

4.  Click on the drop down menu, and change it from Model to Unique Id.The standard way is Equal when you have the complete UID. But if you only have half or partial of the UID, then use search as Contains. Let us use Equal option for this search. Then we can either scan in or type the UID, in the next text entry box. In the example here, RAE5EF3167 is entered.

5.  Click Find.

The search result will be displayed.

From here, you will notice that there is only one result because it was Unique Identifier, and there won’t be more than one thing that was equal to that.

You will be able to see the purchase order,PO10241 and the status as Sold.

6.  Click Sold.

 The new tab with the original sales order,SO-10403 will be displayed.

If there are other things sold in the sales order or several items at once from the same purchase order, they will all be listed here, but in this case, it is just one item which is sold for 99.95$ with a shipping charge of 19.95$.

Note:You can use this to get back easily to any sales order and reference whatever information you would like.