The Sales table is a table located on the Sales page. It displays all sales and information about them.
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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.
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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.
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The columns correspond to the fields in the sales document.
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Sales # - this column displays the sales number. Click on the number to open the sales window.
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Date and time - here you can see the date and time when the sale was created.
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Employee - here you can see the employee who created the sale.
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Warehouse - here you can see the warehouse from which the product was sold and written off.
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Lead - if the sale was created from a lead, this column displays the number of the corresponding lead.
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Ad campaign - this column displays information from the “Ad campaign” field in the sale.
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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.
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Description - this column displays a comment if it was added to the sale.
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Amount - this column shows the total amount of the sale, as well as the cashbox to which the payment was made.
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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.
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You can also filter sales by the date of creation. To do this, simply select the desired period and click Apply.
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Using the “Export ” button, you can export all information about your sales for the selected period in an excel file.