How to Search Invoices Using the Sales Tab in Xvantage for Associates

Overview:

This document outlines the steps for tracking invoices in X4A using the Sales tab in X4A.

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for Xvantage for Associates(X4A) and open it.

3. Within X4A, hover over the left navigation menu and click Sales.

4. Select Invoices. 

5. If you have more than one assigned country, a pop-up window will show prompting you to select the country which you will be browsing invoices for. 

6. Choose the country from the drop-down menu then click Submit. 

7. You will be redirected to the Invoices page wherein you can manage your active and past invoices.

8. From the drop-down menu, select how you would like to search for an invoice by choosing a reference type, such as Customer Name, Customer PO, End Customer PO, Ingram Invoice Number, etc.

9. In the search bar next to the drop-down menu, enter the respective reference (e.g., invoice number, Customer PO, or Customer Name).

10. Press Enter on your keyboard to execute the search.

11. The results will be displayed directly below the search bar.