Use the Sales tab to view sales of stock items by business unit.
To open the Sales tab:
- Select Module > Sales > Item Maintenance from the main menu.
The Set Item Search Criteria window is displayed.
Tip: You can also access the Sales functions by clicking.
- Select the item. See Searching for items.
The Item tab of the Item Maintenance window is displayed. - Click the Sales tab.
The Sales tab of the Item Maintenance window is displayed. - Select the business unit you are viewing sales for.
Note: You only need to select the business unit if stock is maintained in separate business units at your organisation.
Item Maintenance - Sales tab key fields and buttons
Fields
Field | Description |
|---|---|
Business Unit | Select the business unit to view sales for the selected item. |
Charged Sales | Select to display sales that have been closed off. |
Un-charged Sales | Select to display sales that have not been closed off. |
Grid area fields
Field | Description |
|---|---|
Pay Mthd | Method of payment for the sale of the stock item. This is usually cash, credit, cheque, general ledger or debtor invoice. |
Chg ID | Synergetic identifier of the debtor charged for the sale of the selected item. |
Name | Name of the debtor charged for the sale of the selected item. |
Cust ID | Customer identifier and name of the community member you sold the selected stock item to. |
Name | Name of the community member you sold the selected stock item to. |
Date | Date of the sale. |
Business Unit | Business unit the item was sold from. |
Qty | Number of items sold. |
Unit Price | Price per unit for the item. |
Tax Code | Code for the tax treatment for this item. |
Tax Amt | Amount of tax calculated based on the unit price, quantity and tax code. |
Disc | Discount amount based on the percentage or dollar amount applied to the stock item. |
Ext Price | Price for the number of this stock item being bought in this transaction, after discount. |
Ext Cost | Wholesale cost of the sale. |
Oride Description | Description of item sale. |
Charged | Identifies whether the sale has been processed via the sales close off. |
Sale Seq | Unique identifier used by Synergetic for the sale. |
Line | Line number within the sale. For example, line 2 is the second lot of goods in the sale. |
Operator | Operator who conducted the sale. |
Buttons
Button | Description |
|---|---|
Launch into Debtor Maintenance for the highlighted sale, if the sale was charged to a debtor. |
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