Viewing store and partner sales records
Search your stores' sales lines by store, month, year and source, and view, add or delete past sales records for channel partners.
On this page
Overview
The Records menu holds line-level sales history. Store Sales Records lists every sale line from your own stores, both imported history and live sales from the till. Partner Sales Records holds past sales reported by your channel partners, which you can view, add and delete.
Guidelines
Narrow the period first
Store sales can run to many thousands of lines. Pick a Store, Month and Year before you search, so the list loads quickly.
Know where each line came from
The Source column shows Live for sales made through the till or the ERP and Imported for historical records loaded from a file.
Steps
Step 1: Open Store Sales Records
Go to Records → Store Sales Records. The Sales Records page lists your own-store sales, one row per sale line, newest first.
Step 2: Filter and search
Under Filters, choose the Store, Month, Year and Source (Live (POS / ERP) or Imported (Historical)). To find a product, type a barcode or SKU in Search and click Go or press Enter. The Year filter starts on the current year, so choose All Years to search all history.
Step 3: Read and sort the lines
Each row shows the Invoice No, Date, Store, SKU, Barcode, Sold Qty, Ret Qty, Unit Price, Discount, Net Amt, Tax and Source. Click Invoice No, Date, Store, SKU, Sold Qty or Net Amt to sort. The list shows 100 lines per page; use Prev and Next to move between pages, and Refresh to reload.
Step 4: Import historical sales
Click Import Sales to go to the import page and load past sales from a file.
Step 5: Open Partner Sales Records
Go to Records → Partner Sales Records. The Past Sales Records page lists sales history for your channel partners. Filter by Partner, From Date, To Date and Category, then click Apply & Refresh. Choose 100, 200 or 500 rows per page.
Step 6: Add a partner sales record
Under Add Record, choose the Partner, enter the Sale Date and Sold Qty (all required), and fill in any other details you have, such as Invoice No, Store Name, Barcode, MRP, Discount Amount and Net Sale Value. Click Save Record.
Step 7: Delete partner sales records
To remove one record, click the bin icon on its row. To remove several, tick their boxes and click Delete Selected, then confirm.
Terms
- Live
A sale line recorded through the till or the ERP.
- Imported
A historical sale line loaded from a file.
- Net Amt
The line's value after discount.
Key points
Store Sales Records is read-only. To change a store sale, use the original sale or return.
Only users who can edit Channel Partners can add or delete partner sales records.
Notes
Partner Sales Records appears only when Channel Partners is enabled for your organization.
Warnings
Deleting partner sales records cannot be undone. The bin icon on a single row deletes the record straight away, without asking you to confirm.
FAQs
I can't find an older sale in Store Sales Records.
The Year filter starts on the current year. Set it to the right year, or to All Years, and check the Month and Store filters.
What is the difference between Live and Imported lines?
Live lines come from sales made through the till or the ERP. Imported lines are historical sales loaded from a file.
Can I correct a partner sales record?
There is no edit option. Delete the wrong record and add it again with the correct details.