Interface for management of completions. Here you get information about your kits and can filter the result by different criteria. The screen is divided into three main parts: Header (1), Filter (2) and Score (3).
![This image has an empty alt attribute; its file name is image-145.png](https://docs.prim.io/content/uploads/2019/08/image-145.png)
In the Header (1) you see a blue button with a magnifying glass that allows you to hide and show the Filter.
When the Filter is visible, you will find three buttons on the left – Documents, Lines and Items. They change the Result.
- If you have selected Documents , the result is a list of sales and moves for which you can do a complete;
- If you selected Rows, the result is a list of specific items for each sales row. If you have three items within the same sales line, you will see three different lines listed for the same sales line.
- If you selected Items, the result is a list of items that have been sold/moved. The list also shows the aggregated quantities of the items.
The other fields in the Filter allow you to search based on something specific. Most are selected from drop-down menus. The different options are described in the table below:
Option | Description |
From date/To date | Filter based on when the sale took place |
Company | Filter based on the company that made the sale |
Office | Filter based on the office from which the sale took place |
Method of delivery | Filter based on delivery method |
Client | Filter based on customer |
Address | Filter based on address |
Blocking in the warehouse | Filter based on blocked items in stock |
If you selected Documents in the Filter, the result will be a list of sales based on the criteria you specified. The information is summarised in a list with the following columns:
Column | Description |
Type | Displays document type – Payment/Sale |
Number | Displays document number |
Date | Displays the date the document was created |
Date for dispatch | Displays date of dispatch (if any) |
Company | Indicates the company using the system |
Office | Shows the office from which the sale/move was issued |
Client | Shows the customer for whom the sale is |
Recipient | Shows the contact person |
Address for delivery | Shows delivery address |
Method of delivery | Shows delivery method |
Method of invoicing | Shows billing method |
Payment | Shows payment method |
Currency | Shows currency on sale |
Price | Shows the price of the items on sale |
Paid | Shows the amount paid |
Financial document | Shows financial document to sale/move |
Blocked | Displays blocked warehouse items on POS |
Insufficient quantities | Displays the quantities needed to complete the sale but not available in the warehouse |
You can perform the following actions on the list:
Button | Mouse over text | Description |
Filter by customer | Filters by customer and will only give you information about that customer’s deposits | |
Filter by delivery method | Filters by delivery method and will only give you information on sales with that delivery method | |
More information | You open a sale file | |
Staffing | Complete the sale/move | |
Print the financial document |
You can add the following columns to the list:
Column | Description |
Description | Displays the description of the document (if any) |
Description for internal use | Displays the description for internal use (if any) |
If you selected Rows in the Filter, the result will be a list of the specific items for the sales/order rows. The information is summarised in a list with the following columns:
Column | Description |
Type | Same as above |
Number | Same as above |
Date | Same as above |
Date for dispatch | Same as above |
Company | Same as above |
Office | Same as above |
Client | Same as above |
Code | Item code |
Name | Item name |
Brand | Brand of item |
Recipient | Same as above |
Address for delivery | Same as above |
Method of delivery | Same as above |
Method of invoicing | Same as above |
Payment | Same as above |
Measure | Measure of item |
Quantity | Quantity of items on order/sale |
Currency | Same as above |
Price | Same as above |
Paid | Same as above |
Financial document | Same as above |
Blocked | Same as above |
Insufficient quantities | Same as above |
You can add the following columns to the list:
Column | Description |
Description | Displays the description of the document (if any) |
Description for internal use | Displays the description for internal use (if any) |
If you have selected Items in the Filter, the result will be a list of items with their sales summary information. The system will show you the following columns:
Column | Description |
Code | Article code |
Name | Item name |
Brand | Brand of the item |
Measure | Measure of the item |
Quantity | The quantity on removal/sale |
Available | Available items in stock |
With this description we have exhausted all the results and all possible actions on them.