How do I tag a sales order as a split order?

Step 1 — Open the sales order

• Go to ERP → Sales → SO Management.

• Locate the order you want to tag.

• Click the Sales Order # to open the Sales Order Management screen.

• Click Edit.

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Step 2 — Add a split tag using a reference field

There are several ways to mark a split order, but most users choose to use an existing reference field.

• Click Show More and scroll to the Ref #, Ref 1, or Ref 2 fields.

• In whichever field you like (we'll do Ref # for this example), type Split.

• Click Save.

• Click Yes.

 

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Step 3 — Display the field in your Sales Order List

• Return to the Sales Order List screen.

• Click the three horizontal bars next to any column hearder.

• Make sure Ref # (or whichever field you used) is selected.

• Drag it to your preferred position in the grid.

• Click Save Grid Setting.

Now, when you click Apply, any sales order tagged with “Split” will display clearly in that column.

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Step 4 — Filter by split orders

• Click More Filter.

• Locate the Ref # (or chosen field) filter.

• Enter Split. 

  • It must be an exact match - not "Spilt", for example.

• Click Apply.

Your results will now show only split orders.

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Step 5 — Tag multiple orders at once (bulk update)

If you have multiple split orders to label, you can bulk update them directly from the Sales Order List screen.

• Make sure the orders are in a Pending or Open status.

• Select all applicable orders using the checkboxes on the left.

• Click Action → Bulk Update.

• In the Bulk Update panel, toggle Ref # to On.

• Type Split into the Ref # field.

• Click Save.

• Wait a few seconds, then click Apply to refresh the list.

You’ll now see “Split” displayed in the Ref # column for all selected orders.