The In Billing Orders Grid Dashboard displays all orders that are currently in billing along with their cost and profit projections. This information is updated every 10 minutes.
- Open this Dashboard as described in Review Sales dashboard KPIs
Number of orders in billing displays with the total Merchandise, Cost, Profit, and GP% values.
- To review details and about each individual order's customer, status, cost, and profit projections, click the View Detail button.
- Click the Customer or Order # links to open the associated record.
- To filter for a specific status, costs, or dates, click the Filter icon above the detailed grid, and then filter the individual columns.
For example, to filter on orders in billing for the current month, click the Filter icon, and then beneath Order Date, choose > Greater Than, and then type MM/01/2019 (MM/DD/YYYY)