On the Create Retail Sales Statements screen you can see the retail sales within a specific period and then create a new Retail Sales Statement if needed. The screen is divided into three main sections: Header (1), Filter (2) and Result (3).
Within the Header (1) you can find a button that allows you to Issue a new Retail Sales Statement. There is also a blue magnifier button that’s used to show and hide the Filter section.
The buttons within the Filter (2) section allow you to filter based on something specific like a Date range, Company, Period, Grouping. 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 date of the financial document |
| Company | The company for which the financial document was created |
| Period | Allows you to choose the period for the document. You have three options – Daily, Weekly and Monthly |
| Grouping | Allows you to filter the documents by group. You have three options – By POS, By Company and By Office |
After choosing the filters you want, you can use the grey magnifier button – , to apply your filters and get your results. You will get a table with the following columns:
| Column | Meaning |
| Type | Shows the type of financial document selected for each financial document |
| Document Number | Shows the specific number for each financial document |
| Date | Document date |
| Client | Shows the client the document was issued for |
| Office | Shows the office from which the document was issued |
| Currency | Shows the currency selected for a specific document |
| Amount | Shows the amount without taxes |
| Tax | Shows the tax based on the amount |
| Total | Shows the total amount with taxes |
Plus an extra button:
| Button | Mouse over text | Meaning |
 |
More info | Opens more info for the financial document – its record |
Once you have found the documents you need, you can click the new Retail Sales Statement button in the Header section to create a new statement or statements.