The ORDERS tab provides the following information for all open orders associated with the sales associates accounts, as well as orders where the sales associate is assigned to the order (and not necessarily assigned to the account):
Show Picture
Order ID - This serves as a link to the order view in the Orders web application if the associate has permission. Orders is opened in a separate browser tab.
Order Type
Order State
Account Number - This serves as a link to the account view in Customer Care if the associate has permission.
Customer Name
Sales Associate
Create Date
Last Modified By
Worflow (icon) – opens the associated workflow if applicable (order has been submitted), and the associate has permission. Workflow is opened in a separate browser tab.
The Search field on the right side of this tab lets you filter the orders list. Based on the text you enter, the search will find partial matches for:
customer name
account number
Order ID