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Orders look up

Overview

Browse orders like a report with powerful filters and exporting.

1. Open Orders

1) Click Orders on the left.

You’ll see open/closed work orders, whole goods, and parts.

This view is read‑only.

2. Filter and search

1) Click the filter funnel and set date range or invoice type; search (part/model/serial).

You’ll see the list narrowed to what you need.

Filters help you evaluate specific activity.

3. Export to CSV

1) Click Download.

You’ll see a CSV saved to your computer.

Use it for quick analysis or sharing.

Related KB articles

Customers and data sync

Inventory look up (wholegoods and parts)

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