The Sales module has three (3) views, namely, the General View, Accounting View, and Fulfilment View.

The information displayed on the Sales screen depends on the default layout option for the selected View. The Filter options are also different for each view.

In addition, the status of your sales order may vary depending on the selected View. For example, the Ordered/Backordered to Completed status is only displayed under the General View.

To see the exact progress of the sale created through the Advanced Sale module, you need to use a different view, for example, the Accounting or Fulfillment View.

Table of Contents

Resetting the View Layouts

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The layout of the views are configurable. You may reset the layout by clicking the Gear icon to the right.

Changing the Views

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When running the Sales module, the General view is the default view. To change from the General View to either the Accounting or Fulfilment views, hover your cursor over the Sales - General View text, then select the appropriate option.

The General View

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The General View shows the following columns by default:

  • Order status
  • Order number
  • Order date
  • Customer name
  • Reference number
  • Document
  • Required by
  • Total amount
  • Quote sent status
    • Empty - if invoice, credit note has not been printed and sent
    • Printed- if invoice, credit note was printed but not sent
    • Sent - if invoice, credit note was emailed
  • Order sent status
    • Empty - if invoice, credit note has not been printed and sent
    • Printed- if invoice, credit note was printed but not sent
    • Sent - if invoice, credit note was emailed

The Accounting View

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The Accounting View shows the following columns:

  • Document no
  • Status
  • Customer name
  • Date
  • Due date
  • Overdue date
  • Total order amount
  • Paid amount
  • Due amount
  • Sent (available for invoices, credit notes, and quotes only, but)
  • Empty - if invoice, credit notes and quotes is not printed and not sent.
  • Printed - if invoice, credit notes and quotes was printed but not emailed.
  • Sent - if invoice, credit notes and quotes was emailed.


The Fulfilment View

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The Fulfilment View shows the following columns:

  • Order status
  • Order number
  • Order date
  • Customer name
  • Fulfilment number
  • Required by date
  • Overdue date
  • Location