Step
1: Go to Sales Page
Ø Click
Sales → List Sales
Ø The
Sales screen will open
Step
2: Use Filters (Top Section)
You can filter sales using:
Ø Business Location:
Select store/location
Ø Customer:
Search by customer name
Ø Customer Company Name:
Filter by company
Ø Invoice No:
Search using invoice number
Ø Payment Status:
Paid / Due / Partial
Ø Date Range:
Select period (e.g., Today, Custom dates)
Ø Sale Type:
Direct / POS / etc.
Ø User:
Filter by created user
Ø Service Staff:
Staff involved in sale
Ø Ledger:
Filter by ledger account
Ø Payment Type:
Cash / Card / UPI etc.
Ø Product Name:
Search by product
Ø Brand:
Filter by brand
Ø Sale Line Serial Number:
Filter by serial number
Ø Click
Filter to apply
Ø Click
Reset to clear filters
Step
3: View Sales List
Ø Date:
Sale date
Ø Invoice No:
Unique sale number
Ø Customer Name:
Buyer details
Ø Contact No:
Customer phone
Ø Location:
Sale location
Ø Payment Status:
Paid / Due
Ø Payment Method:
Cash / Card / etc.
Ø Total:
Total bill amount
Ø Paid:
Amount received
Step
4: Action Buttons
1.
View
-> Opens
full invoice details
2.
Edit
-> Modify the sale
3.
Delete
-> Remove
the sale
4.
Print
3inch / Print A4 ->Print invoice
5.
Delivery Note / Delivery Note Print
6.
View Payments
-> Shows payment
details