Trade documents

Selecting the [Trade Documents] button displays the list of trade documents. The button is available in:

  • The main application view (Sales section)
[Trade Documents] button in application main view
  • The side menu ([Sales] button)

[Sales] button in side menu
The list contains the standard search field enabling you to search documents by number and UPC number. The filter button in the top right corner contains the following options:

  • Sort By:
    • Date of Issue: Newest first
    • Date of Issue: Oldest first
  • Filter By:
    • Value (within a range)
    • Date of Issue (within a range)
    • Type:
      • Confirmed
      • Printed on Receipt Printer
Trade document filters

The list of documents is composed of items with the following information:

  • Status
  • Document number
  • UPC number
  • Creation date
  • Value
List of trade documents

The bottom right corner contains the [+ New Receipt] button, allowing you to begin a new sales process.

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