Sales without payments

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.