Sage Sync Resource Guide

NAVIGATION PANEL

NAVIGATING SAGE SYNC

ACTION REQUIRED

Click on Action Required in the navigation panel to view all orders that need attention in a table Click on the arrow to see all Action Required descriptions then select one to narrow down the search to orders with those descriptions only

ORDERS

Click on Orders in the navigation panel to view all order types. Select from the drop down, or the buttons above the table, to search in each order type

Select the check box to view all Closed and Cancelled Orders under each order type Select the time frame of past orders you want to view from the drop down

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