On the Retail Sales Statements screen you can get information about your Retail Sales Statement documents 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
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, Client, Status. 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 Retail Sales Statement document is created |
| Client | Allows you to choose the client for which the Retail Sales Statement document is created |
| Status | Allows you to check the status of the orders you want to see – if they are Regular or Cancelled |
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.
| Column | Meaning |
| Type | Shows the type of document |
| Document Number | Number of Deposit Offset document |
| Date | Document date |
| Company | Shows the company for which the deposit offset is made |
| From Date | Shows the date of the first receipt for this Retail Sales Statement document |
| To Date | Shows the date of the last receipt for this Retail Sales Statement document |
| Tax Template | Shows the Tax Template (if any) |
| Currency | Shows the currency selected for a specific document |
| Exchange Rate | Shows the exchange rate of the selected currency |
| Amount | Shows the amount without taxes |
| Tax | Shows the tax based on the amount |
| Total | Shows the total amount with taxes |
Plus
a few extra buttons:
| Button | Mouse over text | Meaning |
 | Filter on account or Filter on Company | Filters by account or Company and will only show you the financial documents for this particular account or company |
 | Edit Description | Allows you to edit the Description and Comment columns |
 | More info | Opens more info for the Retail Sales Statement document record |