Sales Detail lists every line on your invoices for a date range, one row per line, so you can work through last month’s sales piece by piece and tick each one off. Sales Register is the invoice-by-invoice version.
Open it from Reports → Sales Detail.
Filters
- Invoice date: defaults to last month (the first to the last day of the previous month).
- Order type: Retail by default, which includes Retail Tax Exempt invoices. Switch to Wholesale or All order types.
- Customer, Salesperson, and Store (Store appears if you have more than one).
- Hide processed: leaves out the lines someone has already ticked.
- Include photos: on by default.
Voided invoices are never included.
Columns
- Photo: tap it to zoom.
- Processed: tick the box when you have dealt with the line. The tick is saved straight away and everyone in the shop sees it. Hover to see who ticked it. Untick it to undo.
- Invoice: tap the number to open the invoice in a side panel, with a button to open the full invoice.
- Date, Type, Stock #, Description: tap the Stock # to open the piece.
- Customer: the name on the invoice.
- Salesperson
- Line Total: quantity × unit price, before any cash discount. A line of 1 at $100 with a $50 cash discount shows $100. Stones are priced per line the same way the invoice shows them, and returns show as negative amounts.
The bottom of the list shows how many lines there are, how many are ticked, and the total of Line Total.
Printing and exporting
Print and Export follow the filters on screen. With Hide processed off, ticked lines print with their box ticked, and the spreadsheet has a Processed column marked Yes. Spreadsheets carry a link to each photo instead of the picture.