{"id":24255,"date":"2024-06-12T13:31:03","date_gmt":"2024-06-12T11:31:03","guid":{"rendered":"https:\/\/docs.prim.io\/modules\/finance\/operational-activity-finance\/protocols-retail-sales\/"},"modified":"2024-06-12T13:31:03","modified_gmt":"2024-06-12T11:31:03","slug":"protocols-retail-sales","status":"publish","type":"page","link":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/finance\/operational-activity-finance\/protocols-retail-sales\/","title":{"rendered":"Protocols Retail sales"},"content":{"rendered":" \n

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)<\/strong>: <\/p> \n \n

\"\"<\/figure> \n \n

Header (1)<\/h3> \n \n

In the Header (1) you see the interface name and a button to hide\/show the Filter (2)<\/p> \n \n

Filter (2)<\/h3> \n \n

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:<\/p> \n \n

Filter<\/td>Description<\/td>Further description of the options<\/td><\/tr>
Period<\/td>Choose from a drop-down menu for which period you want the documents to be displayed. Works by document date.<\/td>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<\/td><\/tr>
From date – To date<\/td>You select specific dates as the period for which you want the documents to appear. Works by document date.<\/td><\/td><\/tr>
Company<\/td>Filter by company.<\/td><\/td><\/tr>
Contractor<\/td>Filter by the specific counterparty to whom\/which the documents are entered.<\/td><\/td><\/tr>
Status<\/td>Filter by Document Status, which can be Regular\/Cancelled.<\/td><\/td><\/tr>
<\/td>Regular<\/td>The document is regular.Regular documents are coloured green.<\/td><\/tr>
<\/td>Cancelled<\/td>The document has been cancelled.Canceled documents are colored gray.<\/td><\/tr><\/tbody><\/table><\/figure> \n \n

Result (3)<\/h3> \n \n

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:<\/p> \n

\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Column<\/td>\nDescription<\/td>\n<\/tr>\n
Type<\/td>\nDisplays the document type.<\/td>\n<\/tr>\n
Document number<\/td>\nDisplays document number.<\/td>\n<\/tr>\n
Date<\/td>\nDisplays the date of the document.<\/td>\n<\/tr>\n
Company<\/td>\nShows which own company the document is associated with.<\/td>\n<\/tr>\n
<\/a><\/td>\nFilters by company.<\/td>\n<\/tr>\n
From date<\/td>\n <\/td>\n<\/tr>\n
By date<\/td>\n <\/td>\n<\/tr>\n
Tax transaction<\/td>\nShows the tax transaction of the document.<\/td>\n<\/tr>\n
Description<\/td>\nDisplays the description entered for the document.<\/td>\n<\/tr>\n
Note<\/td>\nDisplays the note entered for the document.<\/td>\n<\/tr>\n
<\/a> <\/td>\nAllows you to enter a Description and\/or Note to the document.<\/td>\n<\/tr>\n
Currency<\/td>\nIndicates the currency of the document.<\/td>\n<\/tr>\n
Sum<\/td>\nDisplays the amount of the offset.<\/td>\n<\/tr>\n
Taxes<\/td>\nAmount of taxes.<\/td>\n<\/tr>\n
Total<\/td>\nTotal amount of the document with taxes.<\/td>\n<\/tr>\n
<\/a><\/td>\nOpens a document file.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/figure>\n \n

Colours by status<\/h4> \n \n

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:<\/p> \n \n

Document colour<\/td>Description<\/td><\/tr>
Green<\/td>The document is regular.<\/td><\/tr>
Grey<\/td>Document has been cancelled.<\/td><\/tr><\/tbody><\/table><\/figure> \n","protected":false},"excerpt":{"rendered":"

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 […]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":23636,"menu_order":7,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"yoast_head":"\nProtocols Retail 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\/finance\/operational-activity-finance\/protocols-retail-sales\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Protocols Retail sales - PRIM.IO RESOURCE CENTRE\" \/>\n<meta property=\"og:description\" content=\" Interface to manage the already issued Retail Protocols. You can filter the results based on different criteria. 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