On the Sales screen you can get information about your sales and filter the results based on different criteria. The screen is divided into three main sections: Header (1), Filter (2) and Result (3).
Within the Header (1) you can find a drop down menu that allows you to create a new sales order, reverse a sale order, create a retail sale or reverse a retail sale.
There’s also a blue magnifier button that's used to show and hide the Filter section - When the Filter (2) section is shown, on the left side you will find three buttons - Sales, Sales Orders rows and Items. They change the way you see the results below in the Result (3) section.
- If Sales is selected, your result section shows a row for each sale
- If Sales Orders rows is selected, your result section shows a row for each particular item within a sales order. If three different items were sold within the same sales order, you will see three different rows in the result section for that same sales order.
- If Items is selected, your result section shows a row for each item that has been sold within any sales order and shows the aggregated quantity of the item sales
The rest of the buttons within the Filter section allow you to filter based on something specific like a Date range, Office, Client type, Type, Invoicing, Status, Trader, Client, Sale type, Payment. Most of them are drop down menus where you can select your filters. The different options are described in the table below.
Option | Meaning |
Date range (From, To) | Allows you to filter your results based on the time the sale happened |
Office | Allows you to choose from which office the sale was made. If a person is not given permission to work with a particular office, they won’t be able to see that office in the menu |
Client type | Allows you to choose the clients that are already registered in your database |
Type | Allows you to check Sales, Sales orders reversals or Reversed sales orders and then you will see only results of this type. When Sales is selected, you filter on sale type – based on whether the sale is wholesale or end user |
Status | Allows you to check the status of the orders you want to see – if they are Confirmed, Pending or Cancelled. The rows in the Result section are colored differently based on the Status. Confirmed orders show green (nothing more to be done for this order), pending orders are black (something is yet to happen with that order) and cancelled orders are grey. |
Trader | Allows you to filter based on the person who made the order |
Client | Allows you to filter the sales for a particular client |
Payment | Allows you to filter based on payment method |
After choosing the filters you want, you can use the grey magnifier button - , to apply your filters and get your results. Based on your Filter (2) section, the Result (3) section will be visualized differently.
When the Result filter is set to Sales, the Result (3) section will show you the sales that happened based on your filter criteria, one sale on each row. By default, the system will only show you the most used columns:
Column | Meaning |
Type | Sales/Retail Order or Reversal |
Number | Number of the order or reversal |
Date | Document date |
Client | The client for whom the order was made |
Currency | The currency of the order |
Amount | The total amount in the order in the respective currency |
plus a few extra buttons:
Button | Mouse over text | Meaning |
Rows | Shows you the rows within the order (item ID, name, quantity, completed) | |
Account File | Shows you more information for the previous column, in this case the account file with aggregated information for this account | |
Filter by account | Filters by account and will only show you the sales for this particular account | |
Create financial document | Gives you the chance to create a financial document for this sale (if one has not been created already) | |
More info | Opens more info – the order record |
If you want to see more information about your sales, there are check boxes that allow you to add more columns to the list of results:
Column | Meaning |
Company | The company which is registered in the system, there could be a few companies when there is a holding in place |
Office | The office where the sale was made |
POS | There could be several POS devices (several cash registers for example) within the office. This column will show you the specific POS that was used for this order |
Trader | The person who made the order |
Corresponding number | The number used by client’s accounting system |
Dispatch order date | If set when the order was made |
Contract | Name and number of the contract with the client |
Finance | Shows a few columns together (Tax Template, Type of invoice, Payment type) that help you understand the financial part of the order |
Delivery | Shows the delivery method as selected when the sale was made. When selected, you get an additional check box to select right after Delivery – Address. When Address is selected, 5 more columns show up in the Result section – ZIP code, Country, City, Delivery address, Phone, email |
Reserved in warehouse | Shows the warehouse where the items are reserved, if set when the order was made |
Description | It will show if it was set when the order was created |
Comment | It will show if it was set when the order was created Note: When we check to show the Description and/or Comment columns, we get an additional button in the Result section - . That button allows for quick edit of these fields |
Linked docs | Shows the history of the order like expedition documents, warehouse operations, payment document, etc. Each item in this column is a shortcut that opens the respective document |
Price | Shows the full price for the order and the breakdown of real price of the items and taxes into multiple columns in the Result section (Price, Tax, Amount) |
Invoiced | If it has a payment document created |
Paid | With received payment |
Completed | How many have been completed out of the totally ordered items, e.g. 40 items have been completed out of 100 that have been ordered. The order will not get confirmed status until all 100 are completed |
Requested | The amount of items we have requested for refilling the stock inventory |
Total in BGN (or the default system currency) | If there are sales made in EUR and others made in BGN, this will show the total in one currency (the main currency of the system – BGN or other) |
The columns you select are remembered by the system so next time you come to this screen and apply a filter to search for some orders, your favorite columns will be shown. When the Result filter is set to Sales Orders rows, the Result (3) section will show you a row for each particular item within the order. By default, the system will only show you these most used columns:
Column | Meaning |
Type | Sales/Retail Order or Reversal |
Document number | Number of the order or reversal |
Date | Document date |
Client | The client for whom the order was made |
Item ID | The ID of the item |
Name | Name of the item |
Brand | Brand of the item |
Currency | The currency of the order or reversal |
plus the additional buttons for more information about the previous column (), for filtering based on the account () and more info for the order (), which opens the order record. If needed, additional columns could be shown, the list of additional columns is different:
Column | Meaning |
Company | Same as above |
Office | Same as above |
POS | Same as above |
Trader | Same as above |
Dispatch order date | Same as above |
Delivery | Same as above |
Batch | The number of the batch |
Description | Same as above |
Linked docs | Same as above |
Price | Same as above |
Invoiced | Same as above |
Paid | Same as above |
Completed | Same as above |
Total in BGN (or the default system currency) | Same as above |
When the Result filter is set to Items, the Result (3) section will show you a row for each item with aggregated information about its sales. The system will show you these columns:
Column | Meaning |
ID | ID of the item |
Name | Name of the item |
Brand | Brand of the item |
Unit of measurement | The measurement unit of the item |
Quantity | The quantity of the item |
Amount, BGN | The amount in BGN or the default system currency |
Completed | How many items of this type have been completed |
Pending Store Outs | How many items of this type are pending store out |
With this view there are no additional columns that can be shown/hidden with check boxes.