How to View and Manage Sales Orders

Step 1: Access the Sales Orders Page

• Log in to your XandaPay Enterprize – CustomerSelfService portal.
• From the left-hand navigation menu, click Sales Orders.
• The My Sales Orders page will open, displaying a list of your sales orders.

Step 2: Understand the Sales Orders Grid

The sales orders table displays the following columns:

• Number – The unique sales order reference number.
• Company – The company linked to the sales order.
• Order Date – The date the sales order was created.
• Year – The year associated with the order period.
• Period – The billing or service period.
• Quarter – The quarter linked to the sales order.
• Total – The total value of the sales order.
• Description – Additional details about the sales order.

This grid provides a structured overview of all available sales orders.

Step 3: Search for a Sales Order

Use the Search bar at the top of the page.

Enter a keyword such as:

• Sales order number
• Description
• Company name

The list will automatically filter to match your search criteria.

Step 4: Filter by Order Date

• Locate the Order Date filter fields.
• Select a From and To date using the calendar icons.
• The system will display only sales orders within the selected date range.

This is useful when reviewing orders for a specific time period.

Step 5: Use Grid Tools

The toolbar above the grid provides additional options:

• Refresh – Reloads the sales orders list.
• Filter – Applies advanced filtering options.
• Export to Excel – Downloads the sales orders list in Excel format.
• Export to PDF – Downloads the sales orders list in PDF format.

These tools help with reporting and record-keeping.

Step 6: Group Sales Orders (Optional)

• Drag any column header (e.g., Year or Quarter).
• Drop it into the area labeled
  “Drag a column header here to group by that column.”
• The grid will group sales orders based on the selected column.

This helps organize data for easier review.

Additional Notes

• Sales orders are view-only for clients.
• Not all accounts may have sales orders available.
• Sales orders may relate to invoices generated later.
• Exported files are useful for audits and internal reviews.

🚀 Why Use the Sales Orders Section?

✅ Clear visibility of ordered services
✅ Easy tracking by period or quarter
✅ Exportable records for reporting
✅ Improved transparency and reference

🔹 Next Steps

👉 Continue managing your account by reviewing Invoices, Payments, and Account Statements from the CustomerSelfService menu.