{"id":23612,"date":"2024-06-12T13:26:07","date_gmt":"2024-06-12T11:26:07","guid":{"rendered":"https:\/\/docs.prim.io\/references-sales\/"},"modified":"2024-06-12T13:26:14","modified_gmt":"2024-06-12T11:26:14","slug":"references-sales","status":"publish","type":"page","link":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/references-sales\/","title":{"rendered":"References Sales"},"content":{"rendered":"\n<p>The module provides plenty of options for tracking sales results, as well as various cross-sections and grouping of results:<\/p>\n\n<div class=\"grid gx2\">\n<div class=\"box\">\n<h3><strong>Reference Sales<\/strong><\/h3>\n<ul>\n<li>Articles<\/li>\n<li>Categories of goods\/services<\/li>\n<li>Brands<\/li>\n<li>Set items<\/li>\n<li>Type of sale<\/li>\n<li>Holdings<\/li>\n<li>Companies<\/li>\n<li>Offices<\/li>\n<li>Regions<\/li>\n<li>Stores<\/li>\n<li>POS<\/li>\n<li>Merchants<\/li>\n<li>Traders of the customer<\/li>\n<li>Clients<\/li>\n<li>Price lists<\/li>\n<\/ul>\n<\/div>\n<div class=\"box\">\n<h3><strong>Basic references  <\/strong><\/h3>\n<ul>\n<li>Documents<\/li>\n<li>Lines of documents<\/li>\n<li>Prices<\/li>\n<li>Average prices<\/li>\n<\/ul>\n<\/div>\n<div class=\"box\">\n<h3><strong>Additional references<\/strong><\/h3>\n<ul>\n<li>Contract income and expenditure<\/li>\n<li><a href=\"https:\/\/docs.prim.io\/bg?page_id=9164\">QLIK BI<\/a><\/li>\n<li><a href=\"https:\/\/docs.prim.io\/bg?page_id=4471\">References Targets<\/a><\/li>\n<li><a href=\"https:\/\/docs.prim.io\/bg?page_id=760\" data-type=\"page\" data-id=\"760\">Reference Advances customers and suppliers<\/a><\/li>\n<li><a href=\"https:\/\/docs.prim.io\/bg?page_id=14781\" data-type=\"page\" data-id=\"14781\">Dashboard Sales<\/a><\/li>\n<li><a href=\"https:\/\/docs.prim.io\/bg?page_id=4484\" data-type=\"page\" data-id=\"4484\">Dashboard Results<\/a><\/li>\n<li><a href=\"https:\/\/docs.prim.io\/bg?page_id=1706\">Dashboard Management<\/a><\/li>\n<\/ul>\n<\/div>\n<\/div>\n\n<p>\u00a0<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The module provides plenty of options for tracking sales results, as well as various cross-sections and grouping of results: Reference Sales Articles Categories of goods\/services Brands Set items Type of sale Holdings Companies Offices Regions Stores POS Merchants Traders of the customer Clients Price lists Basic references Documents Lines of documents Prices Average prices Additional [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":23643,"menu_order":3,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>References Sales - PRIM.IO RESOURCE CENTRE<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/references-sales\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"References Sales - PRIM.IO RESOURCE CENTRE\" \/>\n<meta property=\"og:description\" content=\"The module provides plenty of options for tracking sales results, as well as various cross-sections and grouping of results: Reference Sales Articles Categories of goods\/services Brands Set items Type of sale Holdings Companies Offices Regions Stores POS Merchants Traders of the customer Clients Price lists Basic references Documents Lines of documents Prices Average prices Additional [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/references-sales\/\" \/>\n<meta property=\"og:site_name\" content=\"PRIM.IO RESOURCE CENTRE\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/primioerp\" \/>\n<meta property=\"article:modified_time\" content=\"2024-06-12T11:26:14+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/references-sales\/\",\"url\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/references-sales\/\",\"name\":\"References Sales - PRIM.IO RESOURCE CENTRE\",\"isPartOf\":{\"@id\":\"https:\/\/docs.prim.io\/en\/#website\"},\"datePublished\":\"2024-06-12T11:26:07+00:00\",\"dateModified\":\"2024-06-12T11:26:14+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/references-sales\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/references-sales\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/references-sales\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/docs.prim.io\/en\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Prim.IO Resource Centre\",\"item\":\"https:\/\/docs.prim.io\/en\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Modules\",\"item\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/\"},{\"@type\":\"ListItem\",\"position\":4,\"name\":\"Sales\",\"item\":\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/\"},{\"@type\":\"ListItem\",\"position\":5,\"name\":\"References Sales\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/docs.prim.io\/en\/#website\",\"url\":\"https:\/\/docs.prim.io\/en\/\",\"name\":\"\u0423\u043f\u044a\u0442\u0432\u0430\u043d\u0435 \u043d\u0430 \u043f\u043e\u0442\u0440\u0435\u0431\u0438\u0442\u0435\u043b\u044f PRIM.IO\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\/\/docs.prim.io\/en\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/docs.prim.io\/en\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/docs.prim.io\/en\/#organization\",\"name\":\"PRIM.IO\",\"url\":\"https:\/\/docs.prim.io\/en\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/docs.prim.io\/en\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/docs.prim.io\/content\/uploads\/2019\/07\/cropped-prim_logo_big_icon_transp.png\",\"contentUrl\":\"https:\/\/docs.prim.io\/content\/uploads\/2019\/07\/cropped-prim_logo_big_icon_transp.png\",\"width\":512,\"height\":512,\"caption\":\"PRIM.IO\"},\"image\":{\"@id\":\"https:\/\/docs.prim.io\/en\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.facebook.com\/primioerp\",\"https:\/\/www.linkedin.com\/showcase\/primioerp\"]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"References Sales - PRIM.IO RESOURCE CENTRE","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/references-sales\/","og_locale":"en_US","og_type":"article","og_title":"References Sales - PRIM.IO RESOURCE CENTRE","og_description":"The module provides plenty of options for tracking sales results, as well as various cross-sections and grouping of results: Reference Sales Articles Categories of goods\/services Brands Set items Type of sale Holdings Companies Offices Regions Stores POS Merchants Traders of the customer Clients Price lists Basic references Documents Lines of documents Prices Average prices Additional [&hellip;]","og_url":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/references-sales\/","og_site_name":"PRIM.IO RESOURCE CENTRE","article_publisher":"https:\/\/www.facebook.com\/primioerp","article_modified_time":"2024-06-12T11:26:14+00:00","twitter_card":"summary_large_image","schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/references-sales\/","url":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/references-sales\/","name":"References Sales - PRIM.IO RESOURCE CENTRE","isPartOf":{"@id":"https:\/\/docs.prim.io\/en\/#website"},"datePublished":"2024-06-12T11:26:07+00:00","dateModified":"2024-06-12T11:26:14+00:00","breadcrumb":{"@id":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/references-sales\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/references-sales\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/references-sales\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/docs.prim.io\/en\/"},{"@type":"ListItem","position":2,"name":"Prim.IO Resource Centre","item":"https:\/\/docs.prim.io\/en\/"},{"@type":"ListItem","position":3,"name":"Modules","item":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/"},{"@type":"ListItem","position":4,"name":"Sales","item":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/"},{"@type":"ListItem","position":5,"name":"References Sales"}]},{"@type":"WebSite","@id":"https:\/\/docs.prim.io\/en\/#website","url":"https:\/\/docs.prim.io\/en\/","name":"\u0423\u043f\u044a\u0442\u0432\u0430\u043d\u0435 \u043d\u0430 \u043f\u043e\u0442\u0440\u0435\u0431\u0438\u0442\u0435\u043b\u044f PRIM.IO","description":"","publisher":{"@id":"https:\/\/docs.prim.io\/en\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/docs.prim.io\/en\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/docs.prim.io\/en\/#organization","name":"PRIM.IO","url":"https:\/\/docs.prim.io\/en\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/docs.prim.io\/en\/#\/schema\/logo\/image\/","url":"https:\/\/docs.prim.io\/content\/uploads\/2019\/07\/cropped-prim_logo_big_icon_transp.png","contentUrl":"https:\/\/docs.prim.io\/content\/uploads\/2019\/07\/cropped-prim_logo_big_icon_transp.png","width":512,"height":512,"caption":"PRIM.IO"},"image":{"@id":"https:\/\/docs.prim.io\/en\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/primioerp","https:\/\/www.linkedin.com\/showcase\/primioerp"]}]}},"_links":{"self":[{"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/pages\/23612"}],"collection":[{"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/comments?post=23612"}],"version-history":[{"count":1,"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/pages\/23612\/revisions"}],"predecessor-version":[{"id":23613,"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/pages\/23612\/revisions\/23613"}],"up":[{"embeddable":true,"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/pages\/23643"}],"wp:attachment":[{"href":"https:\/\/docs.prim.io\/en\/wp-json\/wp\/v2\/media?parent=23612"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}