The Sales record shows you the information about a sale that’s been made. The screen is divided into several sections: Metadata (1), Rows (2), Value (3), Result (4), Description and Comment (5), Additionaltabs (6) and Actionbuttons (7).
First there is a Metadata (1) section that shows the terms and conditions, document status, who made the document, when it was made and if it is canceled or deleted.
Then you have the Rows (2) of the document. You also have check boxes that allow you to show or hide the additional columns:
Option
Meaning
Discount
Shows 2 columns – as an amount and as a percent. It is the discount made within the order
Total price
With included taxes
Invoiced
Total invoiced amount
Warehouse quantity
Quantity in the warehouse
Requested
The amount of items we have requested for refilling the stock inventory
Dispatched
Ordered or dispatched for a warehouse to store out
Fulfilled
Fulfilled form warehouse
Price list
The price list for the order
The next section – Value (3), shows the total amount in the order.
Then you have the Result (4) section that contains aggregated information in three columns:
Column
Meaning
Value
Shows the value of the document displayed by goods and services. Status of the document
Status of the document
Shows how much of it is invoiced, how much is paid and what is the delivery time. (This one has a value only when the sale is completed)
Status of the document
Shows the status of the document according to what’s left for invoicing/payment/storing out.
If the total sale’s amount was 100 BGN but the client paid only 30 and we invoiced that amount, then 70 more will show here as Not invoiced. We will see what’s Due and how many items we have Pending as they are not yet delivered to the client (30/100 would mean we have stored out 30 items out of 100 and 70 more are still pending).
Within the Description and Comment (5) section you can see the additional info to the document (if set).
After that section we have Additional tabs (6) section that show more information for the sale:
Tab
Meaning
Linked transactions
Lists the different linked transactions, like a store out or invoice
Indirect cost
Shows all the indirect expenses added to the document
Attached files
Can be used to attach different files like a scanned document with client signature
Events log
Shows the history of the document – if it was edited, canceled, deleted, etc.
At the bottom of the screen there are some Action buttons (7):
Option
Meaning
Printing
You will have access to the printing forms of all related documents such as invoice, payment receipt, and expedition receipt. (You will have access to the printing form, only if these documents exist and you have access to them)
Email
You can send an email to the client with this button. This action also remains in the history record of the document
Block
You can block (or then unblock) the items from a warehouse or you can place a request. These operations do not change the document
Invoice
Let you start the invoicing process – if an invoice hasn’t been created yet
Editing
Editing is used to do actions with the document such as: Making a correction on the sale (Edit) Alter quantities is used for changing the item quantities within this document and all the related documents Split Sales Order into multiple Alter client – change the client on the document and all contacts Copy into a new order Cancellation will only cancel the document, it will not cancel the invoices and payments Completecancellation will cancel absolutely everything on the sale Delete will delete the entire document. However, if there are still some operations running, deletion will not be allowed.
Quantities reversal
Allows you to do fast reversal of the order
Additional expense
Adds additional costs that could be allocated to the sale