In order to open the list of trade documents, select the [Trade Documents] tile in the main panel of the application or the [Trade Documents] button in the side menu.

The list is composed of the following columns:

• Number
• Status – it can have the following values: Confirmed, Printed on Receipt Printer, Canceled
• Customer
• Total Value
• Created On
• Associated Documents

The upper part of the window contains the text filter field that allows you to browse the list of trade documents according to:

• Any part of a document system number

You can also narrow the search results by using the drop-down filters:

• Value From/Value To
• Date of Issue – To/From
• Status – available options include:
  • Confirmed
  • Printed on Receipt Printer
  • Canceled

The list of trade documents contains the following buttons:

• [Preview] – displays the preview of a selected document
• [Refresh] – updates the list of trade documents
• button in the top left corner – closes the list of trade documents and returns to the main panel

Document preview

After selecting a document from the list and clicking the [Preview] button, you can preview a document along with its details and the details of its items.

In the document preview window, you can:

• Display the details of individual document items