Sales Module

Ioana Cretu -

Overview

The Sales module helps you manage your sales invoices efficiently.

Key Features

  • Table View: Displays sales invoices in a table format by default. You can switch to a grid view using the corresponding button.
  • Creating a New Invoice: Click the "New" button to create a new invoice. Mandatory fields are marked with an asterisk (*).
  • Filters and Sorting: Apply filters and sort the table based on specific criteria to find invoices quickly.
  • Exporting Data: Export the table data to Excel by clicking the export button and selecting the columns you wish to include.
  • Customizing Columns: Customize the columns displayed in the table using the "Columns" button.
  • Pagination: Adjust the number of elements displayed per page and navigate through pages using the buttons at the right end of the table.

Creating a New Invoice

  1. Initial Drawer View: When creating a new invoice, a drawer will open. You can expand it to a step-by-step form for easier navigation.
  2. Sections in the Drawer:
    • Customer and Invoicing Company
    • Invoice Details
    • Other Information
    • Invoice Amounts
  3. Adding Elements: Some sections have "+" buttons (e.g., Customer, Company, Tags, Product) that open a new drawer for adding that specific element without navigating away.
  4. Additional Features:
    • Attachments
    • Extra notes for the invoice
    • Custom tags for organizing invoices