- Hover over Customers -->Sales --> Enter Sales Orders --> Click Search
2. If it isn’t already have it set to Type under Filter and is Sales Order under Description
3. You will then search by either Addressee (ship to name on the order) or the Shipping Address (street address) or Zip Code. You will click the drop down under type and choose which one of those three options. You will get a pop up where you click the drop down box and choose Contains.
4. In this case we are searching by the customers name. You will enter it in the blank box and then click Set. It will look like this once done. The final step is to click Submit and let it load.
5. The report is broken down by line item so you’ll notice the same SO will who multiple times.
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