Protocols Retail sales

Interface to manage the already issued Retail Protocols. You can filter the results based on different criteria. The screen is divided into three main parts: Header (1), Filter (2) and Score (3):

Header (1)

In the Header (1) you see the interface name and a button to hide/show the Filter (2)

Filter (2)

In order to process your documents faster, track their status and development, the system provides you with different ways to filter the information. The search is started with the Magnifying Glass, and the Hicks clears all filters. In the table below you will see all the filters and their explanations:

Filter	Description	Further description of the options
Period	Choose from a drop-down menu for which period you want the documents to be displayed. Works by document date.	The possible options are: – Today – Yesterday – The last 7 days – Last 30 days – The last 365 days – Current month – Previous month – Current quarter – Previous quarter – Current year – Previous year – Until today
From date – To date	You select specific dates as the period for which you want the documents to appear. Works by document date.
Company	Filter by company.
Contractor	Filter by the specific counterparty to whom/which the documents are entered.
Status	Filter by Document Status, which can be Regular/Cancelled.
	Regular	The document is regular. Regular documents are coloured green.
	Cancelled	The document has been cancelled. Canceled documents are colored gray.

Result (3)

You will see the payment documents found according to the criteria set in Filter (2) in Result (3). In the table you will see a list of payment documents containing the following columns:

Column	Description
Type	Displays the document type.
Document number	Displays document number.
Date	Displays the date of the document.
Company	Shows which own company the document is associated with.
	Filters by company.
From date
By date
Tax transaction	Shows the tax transaction of the document.
Description	Displays the description entered for the document.
Note	Displays the note entered for the document.
	Allows you to enter a Description and/or Note to the document.
Currency	Indicates the currency of the document.
Sum	Displays the amount of the offset.
Taxes	Amount of taxes.
Total	Total amount of the document with taxes.
	Opens a document file.

Colours by status

In addition to the information that the system gives you about the documents through the columns in the Table, another way to easily recognize their status is included- this is the visual coloring. It varies according to the stage at which the documents are:

Document colour	Description
Green	The document is regular.
Grey	Document has been cancelled.