The Sales table is a table located on the Sales page. It displays all sales and information about them.
The table consists of columns and rows. The row displays the sale, and the columns can be used to display the information necessary for the display.
To add or remove columns, click the gear button in the upper right and check the boxes next to the columns you want to add or remove.
The columns correspond to the fields in the sales document.
Sales # - this column displays the sales number. Click on the number to open the sales window.
Date and time - here you can see the date and time when the sale was created.
Employee - here you can see the employee who created the sale.
Warehouse - here you can see the warehouse from which the product was sold and written off.
Inquiry - if the sale was created from an inquiry, this column displays the number of the corresponding inquiry.
Ad campaign - this column displays information from the “Ad campaign” field in the sale.
Client - the name of the client is displayed here if it was specified in the sale. You can click on the name to open the client's profile.
Description - this column displays a comment if it was added to the sale.
Amount - this column shows the total amount of the sale, as well as the account to which the payment was made.
To change the width of the column, drag it by the right border. To change the location of the column, hold it down and drag it to the desired location.
You can also filter sales by the date of creation. To do this, simply select the desired period.
Click "Actions > Export" to export all information about your sales for the selected period in an excel file.
