Listing and viewing sales

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

1. Go to the left-hand menu and click on the SALES button within the STORES section.
2. A screen showing the total sales will appear, where you can view:
   • Sale number
   • Created on
   • Created by
   • Register
   • Units sold
   • Payment
   • Total
   • Payment methods
   • Customer
3. 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 statuses: View sales marked as pending, paid, or in debt.
   • Payment methods: Filter sales by selected payment methods.
   • Marked as issue: Filter sales marked as issues.
   • Deleted sales: View sales that have been deleted.
4. 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

1. Go to the left-hand menu and click on the SALES button within the STORES section.
2. Click on the sale you wish to view.
3. 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
   • Send a gift receipt by email
     • ⚠️ Note: To learn how to send receipts via email, visit Send and View Documents for Contacts.
   • Process a return
   • Generate an invoice
   • Send the invoice by email
   • Mark as an issue
   • Edit
4. Click on the EDIT icon to access detailed information about the specific sale.

Step 3: Sales Detail Pop-Up Window

Step 4: Specific Sale Screen