Sales Receipt Options
The Sales Receipt module offers a variety of options at both the header and detail levels to efficiently manage and process sales receipts.
Sales Receipt Header Level Options
These options are located under the "Options" menu in the top right corner of the page.
Void: Voids the sales receipt. Voided receipts are deleted permanently from the system.
Show Refund Receipt(s): Shows the Refund Receipt associated with the Sales Receipt.
Add To Email Queue: Places the sales receipt in the email queue for sending at a later time.
Show Transactions: Show the Journal Transactional View for the sales receipt.
Show Audit Trail: Shows the activity log or a detailed history of all the changes, actions, and interactions related to the sales receipt.
Show Activity : Opens the Data Activity popup window where you can track and review field-level changes, ensuring that any modifications to critical data are recorded for auditing and compliance purposes.
Sales Receipt Detail Level Options
The Options" menu in the Sales Receipt Details section offers a variety of options to manage the items, while the "Sort By" option allows you to sort the items in the estimate as per your needs.
Invoice Line Level Options
These options are located under the "Options" menu in the details section of the sales receipt.
Batch Discount: Allows applying discounts in bulk to multiple line items.
Remove Restrictions: Removes any pricing restrictions on selected line items. **This option needs elevated permissions.
Batch Apply Custom Price: Allows applying custom prices in bulk to multiple line items.
Sorting Sales Receipt Items
Beside the Options menu in the details section of the sales receipt, there is an option to sort the items. To sort the items, click on the "Sort By" option and select how you want to sort the items.
Sorting Options
The sorting options available include:
Item Number: Arrange items either in ascending or descending order based on their item numbers.
Total Price: Sort items based on their total price, helping you quickly identify high-value transactions. (Please note that this sorting option is not available in transfer orders as these orders do not involve pricing.)
Quantity: Arrange items by quantity, aiding in inventory management and fulfillment tracking.
Sales Receipt Right Click Options
Delete: Allows you to delete an item line from the sales receipt.
Pricing Levels: Shows the various pricing rules applicable for the item and allows you to manually update the rule, if needed.
Item Details: Shows the item details in a read-only format to examine the specific item details. To modify item information, choose "Edit".
Sales Receipt Details Sorting
Within the sales receipt details, you can organize items by utilizing the sorting feature. Simply click on the "Sort By" option represented by the up and down arrow button in the details section. This allows you to reorder your items effectively.
Available sorting choices are:
Item Number: Sorts items in either an ascending or descending sequence according to their item numbers.
Total Price: Organizes items by their total price to easily spot the most significant transactions.
Quantity: Sorts items based on their quantity, which assists in managing inventory and tracking order fulfillment.
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