File on Sale

The sales file interface is divided into several sections: Header (1), Conditions (2), Lines (3), Value (4), Description and Comment (5), Additional Tabs (6) and Buttons (7):

Header (1)

The header (1) shows the document number, status and date.

Conditions (2)

In Conditions (2) you see the basic information about the document:

• counterparty to the document.
• the company-issuer of the document, POS of the sale
• terms of the document (type of sale, warehousing, financial documents, type of payment, etc.).
• details of the document such as the user, issuing the document, currency, date and time of issue, etc.

Lines (3)

Next are the Lines (3) in the document that give information about the items/services in it:

Column	Description
Code	Item/service code.
Name	Name of the item/service.
ⓘ	Opens an item/service file.
Quantity	Quantity of the item/service in the document.
Price with taxes	Unit price of the item/service with taxes.
Final amount with taxes	Total price of the item/service – quantity*price including taxes.
📎	Opens the financial link interface of the line.

You can add additional columns to the basic row information by inserting checkers:

Column	Description
Description	Description of item/service.
Brand	Brand of the item/service.
Category	Category of item/service.
Batch	Lot of the item, if any.
Weight	Item weight.
Volume	Item volume.
Availability	Quantity of items in the warehouse to the POS.
Retrieved from	The quantity of items requested for replenishment.
Ordered	Quantity for warehouse dispatch.
Retrieved from	What quantity has been discharged from the warehouse.
Price list	The price list of the order.
Discount	Displays two columns – for quantity and for percentage. This is the discount made for the corresponding line of the document.

Value (4)

The fields show information about the value of the offer- amount without VAT, VAT value, total amount.

Description and Note (5)

Following are two fields for a description and a note to the offer. In the Description field, the reason for the transaction is usually entered in free text. The description is displayed on the printed form. Your already filled description is loaded in the interface, if any.

The note is not displayed on the printed form, but is rather for internal use. Your interface will load the note you have already completed, if any.

Additional tabs (6)

In the Additional tabs section (6) you can see:

Tab	Description
Related operations	Displays related transactions – logistics/warehouse document, financial document and payment document.
Additional costs	Displays financial documents with an indirect link to the sale.
Attachments	Displays the attachments to the document.
History	Shows the history of the document – when it was created, whether it was edited, cancelled, etc.

Buttons (7)

At the bottom you see buttons for:

Button	Description
Pruning	Printing the documents related to the sale.
Email	Sending the sale by email (remains in document history).
Blocking	Opens the Lock/Unlock interface by Sale.
Request	Opens the Sales Request interface.
Request + Order	Opens an interface to create a Supplier Order.
Expedition	Opens an interface to create a logistics document.
Retrieved from	Opens an interface for creating a warehouse document.
Edit by	– Edit the sale – Edit description – Correction of quantities – Storing a sale – Unpicking financial documents – Separation of sale – Change of client – Changing trader – Copying – Cancellation – Full cancellation – Delete
Close	You close the file