Having a sales list for stores in Stockagile is crucial for analyzing the performance of each point of sale and making data-driven strategic decisions. It allows for identifying trends, best-selling products, and comparing results between stores. Additionally, it facilitates inventory management and restocking planning, optimizing business operations.
Requirements for Listing and Viewing Sales
The user must have the OWNER, RETAIL VENDOR and RETAIL MANAGER role. You can view the different role types in the Create or edit a user section.
Steps to List Sales
Go to the left-hand menu and click on the SALES button within the RETAIL section.
A screen will appear with the total sales and several columns (you can choose the visibility of the following columns with the shelf icon on the right). The columns are:
Sale Number: Serial number of the sale
Created at: Date of creation.
Created by: The user that created it. Ecommerce sales do not have a user.
Register: Register associated to the sale.
Units sold: Total of all product units sold.
Total: Total price including taxes.
Payment: Payment status of the sale.
Payment methods: Payment or multiple payment methods used in the sale.
Customer: Customer associated to the sale.
Notes: In case there are notes in the sale, it is optional.
Sage 200: Synchronization status of the sale with Sage 200 (only if you have the integration active).
VeriFactu: Status of the submission of the simplified invoice to the AEAT (only if you have VeriFactu active).
On the left side of the search bar, you’ll find the filter icon. Clicking on it will display filters to search for sales based on:
Date: Select the date to filter the sales.
Time: Select the time to filter the sales.
Register: Filter by register number.
User: Filter by user.
Payment status: View sales marked as pending, paid, or in debt.
Payment methods: Filter sales by selected payment methods.
Marked with incidence: Filter sales marked as issues.
Deleted: View sales that have been deleted.
You can also sort in ascending or descending order by clicking on any of the column headers.
Step 1: Sales Overview
Steps to View and Access Sales Details
Go to the left-hand menu and click on the SALES button within the RETAIL section.
Click on the sale you wish to view.
A pop-up window will appear where you can:
Delete the sale
Print the receipt
Open the receipt in PDF
Print a gift receipt
Send the receipt by email (To learn how to send receipts via email, visit Send and View Documents for Contacts).
Send a gift receipt by email
Process a return
Generate an invoice
Send the invoice by email
Mark as incidence
Edit
Click on the EDIT icon to access detailed information about the specific sale to modify fullfilments, payments, customers and shippings, among other options.
Step 3: Sales Detail Pop-Up Window
Step 4: Specific Sale Screen