Staff Maintenance - Sales bar

Modified on Sun, 19 Apr at 11:31 PM

Use the Sales bar to:

Note: This bar is only available to use if you have security access to the Synergetic finance database.

Opening the Sales bar

Select Human Resources > Staff Maintenance from the SynWeb main menu.
The Staff Search Criteria window is displayed.
Search for the staff member. See Searching for staff members.
Click the Sales bar.

Tip: You can click anywhere on a navigation bar other than the caption to open it.

The Sales bar of the Staff Maintenance window is displayed.

Staff Maintenance - Sales bar key fields and buttons
Sales grid area fields

Field	Description
Date	Date of the sale.
Business Unit	Business unit used for the sale.
Items	Number of items sold.
First Item	Description of the first item sold.
Sale Total	Total amount of the sale, including GST.
Payment Method	Method of payment used.

Sales Details grid area fields

Field	Description
Line	Line number of the sales line item.
Item Description	Description of the item.
Item Code	Unique identifier of the item.
Qty	Quantity of this item that was sold to the customer.
Unit Price	Price for each individual item, including GST, if any.
Tax Code	Tax code used for the sale. For example, tax code 10 is used for GST of 10%.
Tax	Total tax payable for the line item.
Discount	Total discount applied to the line item.
Extended	Extended quantity for the line item, calculated by multiplying the Qty and Unit Price fields and subtracting the Discount field.

Buttons

Button	Description
	Preview the sales docket for the selected sale in Crystal Reports.

Common buttons

Button	Description
	Create a new staff member. See Creating staff members.
	Delete the selected staff member. See Deleting staff members or making them inactive.
	Display the Staff Maintenance Search Criteria window. You can update the search criteria and search for new staff. See Searching for staff members.
	Customise how the bars are displayed. See Customising navigation bars in the Introduction manual.
	Create a new task relating to the current staff member. See Managing tasks in the Introduction manual.
	Click to refresh the screen for the selected staff member.