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Version: 1.95

Sales View

The Sales View screen provides a centralized overview of all sales transactions. It allows users to filter, track, and manage invoices efficiently, offering critical details like quantity, billing amounts, and invoice statuses.

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To access the Sale View, go to: > Home > Application > Point Of Sale> Operations > Sales View

How can I get Benefit ?​

  • Centralized Sales Monitoring : Easily view all sales transactions in one place, improving visibility and decision-making.
  • Quick Filtering and Search : Use filters to narrow down sales records and find what you need faster.
  • Improved Accuracy : Reduces the risk of manual errors by consolidating all billing-related data in one validated view.

Properties​

Primary Properties​

PropertyDescription
From DateFilter records starting from this date
To DateFilter records up to this date
UserFilter sales created by a specific user

Item Properties​

PropertyDescription
Report FormatYou can select the report format from the dropdown
Discount %Enter the percentage of discount to apply
Discount AmountEnter the discount amount manually
Other ChargersEnter any additional charges here
Credit NoteEnter the credit note value if applicable
CashEnter the cash amount received
CardEnter the card payment amount
UPIEnter the UPI payment amount
AdvanceEnter the advance amount collected

Status of Sale View​

  • Cancelled : This indicates that your Sale Invoice has been cancelled.

Viewing Sale Bills Between Dates​

  • Go to the Sales View screen.

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  • Select the From Date and To Date.
  • Select a User to filter by user-wise invoices.
  • Click Show.
  • The list will display all sale invoices generated within the selected date range.
  • Click on the Reports icon.

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  • Select the desired format (e.g., Modern-Common-A4) and Click Apply.
  • Click on the print icon in the desired Sales View row.
  • Preview the report and take a print.

Edit Sale Invoice​

  • Select the desired Sale Invoice and click Edit.

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  • Update necessary changes.
  • Click Save.

Delete Sale Invoice​

  • Select the desired Sale Invoice and click Cancel.

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  • Click Cancel to delete the invoice permanently.
danger

Cancelled invoices cannot be edited or reused.

See Also​