How to see who created a sales order

How to see who created a sales order?

To find out which user created a sales order, you can use the Audit Log.

  1. From the sales order, click Show → Audit Log.


  1. Revision #1 will show the user who created it. Subsequent revisions will show users who have edited it.


  1. To compare revisions, highlight two or more revisions and click Compare Revisions.



Revision Comparison










    Need help applying this to your business?

    See how CustomBooks™ can support your accounting and inventory workflow

    If you are evaluating CustomBooks™ or want help setting up workflows for your business, explore the product or schedule a conversation with our team.

    Already using CustomBooks™? Explore the Knowledge Base or contact support for product help.



      • Related Articles

      • Audit Log

        Audit Log The Audit Log tracks important changes made to the system including the type of change and the user that made the change along with the time that the change was made. These changes are tracked automatically and need no user action to start ...

      • Audit Log

        Audit Log The audit log tracks important changes made to the system including the type of change and the user that made the change along with the time that the change was made. These changes are tracked automatically and need no user action to start ...

      • How to create a Sales Order

        The Sales Order records a request to sell goods or services. A Sales Order initiates the Sales Workflow and may be for products and/or services. When a sales order is for services only, it may also be referred to as a work order. CustomBooks™ tracks ...

      • Partially Invoicing an Order

        In many businesses, it's not always possible to invoice a customer for the full amount of a sales order at once, particularly when dealing with larger orders, staggered deliveries, or custom products. To manage these situations, CustomBooks™ offers a ...

      • Admin Tools: Security Log

        Overview The Security Log in CustomBooks™ provides a detailed audit trail of all changes to the users and user profiles within an account. It allows administrators and authorized users to see who made the changes, what was changed, and when the ...