The Sales History page provides a comprehensive overview of all documents related to orders, quotes, invoices, payments, and drafts. It features various tabs that allow for easy navigation and filtering to find the specific information you need.
"All" Tab
This tab displays records for all documents created on the platform, including orders, quotes, and invoices. The key headers include:
Reference ID: A unique identifier generated for each document.
Type: Indicates whether the entry is an order, quote, or invoice.
Status: Shows the current status of the document (e.g., Draft, Confirmed, or if a quote has been converted to an order).
Customer: Displays the customer's name associated with the document.
Created By: Indicates the user who created the document.
PO Number: Displays the purchase order number, if applicable.
Order Value: Shows the total value of the order or quote.
Last Updated At: Shows the date when the document was last edited or created.
Edit (Pencil Icon): Allows for editing the document.
At the bottom of the table, a summary shows the total orders, total quotes, and total order value.
"Order," "Quote," and "Draft" Tabs
These tabs function similarly to the "All" tab but focus exclusively on their respective document types. This makes it easier to navigate and locate specific information. The summaries at the bottom of these tabs show only the totals relevant to that tab.
"Invoices" Tab
This tab provides details about invoices sent to customers, including payment statuses. The headers include:
Invoice Number: The unique identifier for each invoice.
Customer Name: The name of the customer associated with the invoice.
Order Number: The order for which the invoice was raised.
Payment Status: Indicates whether the payment has been completed or is pending.
Total Amount: The total amount due for the invoice.
Amount Due: The remaining balance.
Options (Three Dots): Allows you to download the receipt.
"Payments" Tab
This tab shows payment history and transaction details, with headers including:
Transaction ID: A unique identifier for each transaction.
Type: Indicates whether the transaction is a collection or refund.
Order ID: The order associated with the transaction.
Status: Shows whether the payment has been completed or is pending.
Amount: The transaction amount.
Method: The payment method used or to be used.
Date and Time: When the transaction occurred.
Collection Method: How the payment was collected.
Sales Rep: The sales representative associated with the order.
Email: The sales rep's email.
Options (Three Dots): Depending on the payment status, this allows you to download or share the receipt, issue a refund, resend a payment link, or copy the payment link.
This setup makes it easy to manage and review all sales-related activities efficiently.