Sales Register

In the Jobs tab on the ribbon is the Sales Register. This is a list of sales-related documents – invoices, returns from customers and/or dockets, depending on the search criteria entered in the header fields.

The Show Jobs button will show related jobs for invoiced, docketed jobs RFC's, and RFC's related to an invoice in the lower section of the screen.

The Sales Register is an extremely useful tool for providing a snapshot of the company's sales and/or returns, filtered by date range, customer, etc., providing live up-to-date revenue information.

By right clicking on an entry, drill down to the actual documents within this list for further analysis.

Cust Ref# shows the customer reference on the invoice.

Option

Explanation

Print Invoice#

Reprint the selected invoice. The following screen will pop up for further selections:

Change Invoice Ship Via

Based on what is set up in Tools > Setups > Jobs > Ship Via, choose from this list

View CardFile

Opens the customer cardfile.

View Debtor details

Opens the debtors form.

Export Data

Exports data from the grid to a spreadsheet file.

Export Grid

Exports the grid to a spreadsheet. This is particularly useful if the grid has more than one header row, as it will export all header rows.

Print the list.

Print Preview

Preview the list to be printed.

Copy Cell

Copy the highlighted cell.

Copy Row

Copy the highlighted row.

Copy All

Copy all, which can then be pasted into a spreadsheet

Show Find panel

Opens the Find panel:

The Find panel will remain in a pinned list but will disappear from an unpinned list on log off.

Grid Columns...

Allows adding more columns. Also allows removal of columns. Select the column to add, then drag it to the position required in the columns within the grid. To remove, click and drag to the Grid Columns... window, or drag down away from the header area.