On the Sales Results Dashboard screen you can get information about your Sales Orders and Clients. The screen is divided into four main sections: Header (1), Filter (2), Sales Results (3) and Clients Results (4).
Within the Filter (2) section you can filter the Result sections based on the Date Range of the sales documents.
After choosing the Date Range you want, you can use the grey magnifier button, to apply your filters and get your results.
Within the Sales Results (3) section you can find information about the sales orders that you or someone else made for your clients. They are described in the following columns:
Column | Meaning |
Type | Type of the document |
Number | Number of the order or reversal |
Date | Document date |
Client | Shows the information about the client |
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 |
Lines | Shows the information about the ID, Name, Quantity, Completed of a particular line | |
More info | Shows you more information for the account file for this particular client | |
Create Financial Document | Allows you to pick and create a financial document for a particular line | |
More info | Opens more info – the sales 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 issued |
POS | Shows the POS from which the sale was paid |
Trader | Shows information about the trader of the item |
Finance | Shows information about the Tax Template, Type of Invoice and Payment Method |
Delivery | Shows information about where the delivery should be made – Phone, email, Delivery method, Delivery address |
Description | Shows the description of the sale order (if any) |
Comment | Shows the comment of the sale order (if any) |
Linked Transactions | Shows the linked transactions for every particular document |
Price | Shows the price without taxes and the VAT based on the price |
Invoiced | Shows what amount has been invoiced |
Paid | Shows the amount that has been paid |
Completed | Shows if the sale order is completed, if so the test in the line will be in green color |
Total in the selected currency | Shows the total amount of all sale orders in the selected currency |
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.
Within the Clients Results (4) section you can find information about the client Account, Sales, Sales inc-tax, Invoiced, Invoiced inc-tax, Paid that are described in the following table:
Column | Meaning |
Account | The account of the client |
Sales | Shows the sales made for this client without taxes |
Sales inc-tax | Shows the sales made for this client including taxes |
Invoiced | Shows the Invoiced amount without taxes |
Invoiced inc-tax | Shows the Invoiced amount including taxes |
Paid | Shows the amount that has been paid |
Plus
a few extra buttons:
Button | Mouse over text | Meaning |
My Client | Shows which of the clients are yours and are on your portfolio. If there is no star shown on the left side of the line, that means that the client is not on your portfolio, but you sold something to this client | |
New Client | Shows that this is a new client | |
More info | Opens more info – the sales order record |