General information
The basic tool for working with the Sales module is the main menu and toolbar.
Main menu
The main menu of the Sales module consists of items containing drop-down lists.
System
- Active Sessions – the list of active sessions operating on the current database
- Configuration – the configuration window with basic system parameters
- Change Password… – it allows the current operator to change his/her password
- Add biometric information – the option is available provided that the parameter enabling logging in by face recognition has been activated on the form of the logged-in operator. The option opens the camera view window and reads biometric features from the photo of the operator.
- Remove biometric information – the option is available if the logged-in user has biometric information assigned. The option deletes the biometric information of that user.
- Change Date… – it changes the current date, prompted as the transaction date
- Changing Period… – it allows the user to select an accounting period
- Change Operator Context – it makes it possible to select a rights structure center from among centers to which the current operator belongs
- Context Bans – it opens the window for the definition of operator access bans concerning selected features (windows). The window contains the list of features corresponding to the currently opened windows. The list of operators who will not have access to a given feature can be created for each of the features. Bans created in this way will be added to the list of operator bans defined within a rights structure center.
- Window Default Settings – this feature allows restoring default window settings within the module
- User Settings – interface type, window size, and wallpaper settings
- Add-ins – it makes it possible to install system add-ins
- Printer Settings… – it allows the user to select a default printer and adjust its parameters
- Exit – it closes the Sales module
Lists
- Customers – the list of vendors, customers, representatives, and forwarding agents
- Items – the list of items. The name “Items” is conventional, as the list also includes services, costs, deposits, and products
- Warehouses – the list of warehouses. More information on warehouses may be found in the Administrator module documentation
- Subsidiaries – the list of subsidiaries grouped by ID and by code
- External Devices – the list of external devices, allowing the user to add a new device
- Banks – the list of banks
- Currencies – currencies available in the system and their exchange rates
- Groups of countries – it opens the window Groups of countries, which displays existing country groups and allows the user to add new ones. More information on the window may be found in the Administrator module documentation
- SPL/PCGS – the list of codes of the Polish Classification of Goods and Services. The PCGS classification determines the application of an appropriate VAT rate
- Deposit schemes – the list of schemes according to which deposits will be calculated for particular items. More information on deposits may be found in the Deposits chapter
- Features – the list of item features grouped according to classes. Features are additional parameters used to differentiate items with the same code when recording sales (transactions)
- Zip codes – the list of zip codes and their assignments to cities
- Cars – the list of cars and travels
- Routes – the list of routes, allowing the user to add a new one
- Complaints: Transaction Definitions – the list of registered complaints, allowing the user to add complaint definitions
- CN codes – the list of CN codes used for import and Intrastat operations for the purpose of item classification. More information on the feature may be found in the Import module documentation
- Customs categories – the list corresponds to the Customs Tariff. The data source for customs components. More information on the feature may be found in the Import module documentation.
- AC Amounts Directory – the directory of definable AC amounts
- IQC Components – the list of IQC component definitions
- Calendars – the list of calendars, allowing the user to add new ones
- Attachments – the list of attachments and printout archive
- Contract Element Patterns – the list of defined contract element patterns, determining what elements should be contained in standard contracts to be registered and what fields these elements should include. Defined patterns may be imported into contract types, which means that a contract added within a type will be immediately completed with the elements defined in the contract type.
- Projects – it opens the project structure.
- Manufacturing technologies and configuration tools – it opens the list of technologies and product configuration tools.
Statements
- Groups of countries – it opens the Intrastat declarations window, which displays Intrastat declarations. Also, the user may generate new declarations there
- Inventory – it opens the List of inventories window, which displays the list of completed inventories. It is also possible to complete new inventories there
- Promotions and discounts – this option runs the promotions feature
- Price lists – it opens the Sales Price Lists window, where it is possible to define multiple item prices within the same price type
- Archival stocks on hand – it opens the window with archived stock levels, where it is possible to generate stock levels for a specified item group at the end of a selected day
- ABC/XYZ Classification Reports – it opens the ABC/XYZ Classification Reports window, displaying available reports. Also, the user may generate new reports there Reports can only be created by operators permitted to edit ABC/XYZ classification reports (with the relevant parameter on the operator form). In addition, a report can be created only for warehouses assigned to the center from which the operator logs in.
- The user may create a report on the basis of a BI analysis and create a manual and global report.
- Quick reports (SQL) – it opens a window with the list of user-defined reports created with SQL queries. Reports may be displayed according to a defined format or saved as files. To create such reports, the user needs to be familiar with the SQL language and system data structure
Accounting
- Payments – the list of uncompleted payments
- Payments register – it opens the Payment Plan window
- Generate late fees and admonishes – a window with the lists of payments, admonishes, and late fees
- Prolongations – the list of prolongation
- Debt collection tool window
- Cash/Bank – a window with the current cash report and other lists of cash/bank entries
- VAT Registers – the list of entries in VAT registers
- Cash/bank registers – the list of registers
- PCS list – the list of selected documents in a given period, displaying the value of sales, cost of sales, and margin obtained.
- Standard Audit File – the list of standard audit files generated in the system.
Documents
- Trade documents – the list of purchase, import, sales, export, deposit, internal, warehouse, complaint, and transport documents
- Orders – the list of sales/purchase inquiries, quotes, and orders. The full functionality of this list (including data modification) is provided to users with a license for the Orders module
- Item Quantity Calculation – a document enabling the analysis of stock levels, orders, planned quantities of selected items in a specified period, taking into account selected warehouses
- Demand Plans – it makes it possible to enter a period for which a demand plan is to be specified and select an item that is to be the plan’s subject
- Assembling jobs – it makes it possible to register assembling/dismantling jobs, edit them, and complete them.
- Service jobs – it allows the users to access and process service jobs
- Business Appointments – it displays the list of appointments grouped according to: name, date, customer, and employee
- Employee Expenses – it makes it possible to record expenses resulting from business appointments and employee meetings with customers
- Employee applications – it opens a window where it is possible to add an employee’s request for an advance payment
- Employee business trips – it makes it possible to settle an employee’s business trip added in Comarch HRM application
- Sales Plans – it displays the list of sales plans registered in the system
- Contracts – it displays the list of contracts
- Notebook – it can be used to prepare a transaction template (item specification)
Quality control
- QC patterns – it opens the list of quality control patterns
- Add pattern – it allows the user to add a new quality control pattern
- QC parameters – it displays the list of quality control parameters, where the user can add, delete, edit, and filter the parameters
- QC reports – it opens the list of all QCR documents (quality control reports)
- Add QCR – it makes it possible to add a new QCR document
Traceability
- Product origin – a report containing the origin history of a delivery or a selected product/semi-finished product from JO
- Use of material – a history report concerning the use of a delivery or product/semi-product passed on as a material to subsequent operations in JO
Tasks
This menu groups features related to the definition and completion of processes as well as the generation and completion of tasks in system schedules:
- My Documents in Flow – it opens the My Documents in Flow window filtered according to a supervisor defined at the last stage of the document workflow
- Documents Assigned To Me – it opens the Documents Assigned To Me window filtered according to a supervisor defined as the currently logged-in operator
- Schedule – it opens the Schedule window, where it is possible to preview/edit the tasks of an employee associated with the operator, scheduled within a specified period. More information on the feature may be found in the Administrator module documentation.
- Employee’s inbox – it opens the list of tasks divided into the operator’s tasks, tasks for the center, tasks of the operator’s subordinates, and executed tasks. The list makes it possible to complete displayed tasks
- Processes – it opens the list of all processes for which the logged-in operator can perform an action.
Help
Help topics – it opens Comarch ERP XL system documentation.
- Contents – it allows searching help topics.
- Search – it presents help topics.
- About… – it displays information on the program and the license owned, makes it possible to submit an improvement proposal, presents information on the hardware key, and technical information.
- Remote support – it makes it possible to establish a remote connection
- Comarch ERP offer – it opens a window with product portfolio information.
- Community – it opens the Comarch Cloud logon window.
- Wszystko.pl – it opens a window with sales offers from wszystko.pl portal.
- Important information – a window with product information and Comarch ERP XL user promotions.
Toolbar
The toolbar consists of two sections. The first, left section contains buttons that are always visible, most of which activates the same functions as the options in the main menu. They provide quick access to basic system functions. The other, right section contains buttons that are visible and active only when a specific window is open. They activate functions related to data displayed in the active window.
[Customers] – it opens the Customers window.
[Items] – it opens the Items window.
[Payments] – it opens the List of unsettled payments window.
[Cash/Bank entries] – it opens the Cash entries window.
[VAT Registers] – it opens the VAT Register window
[Standard audit file] – it opens the list of standard audit files
[PCS] – it opens the [PCS] – it opens the PCS list window.
[Sales invoice] – it makes it possible to create the Sales invoice document. Selecting the button 
drops down the list of available options, allowing the user to create another type of document.
[Documents] – it opens the Trade, Warehouse and Transport Documents window.
[Orders] – it opens the List of inquiries, quotes and confirmed orders window.
[Dispatcher Panel] – it opens the Dispatcher Panel window. The icon is active if the handling of WRO/DLN documents has been enabled in configuration.
[Item Quantity Calculation] – it opens the Items in stock calculation window.
[Warehouse structure] – it opens the Warehouse structure window, where it is possible to define warehouse locations (more information may be found in the Warehouse structure chapter).
[Schedule] – it opens the Schedule window, where it is possible to preview/edit the tasks of an employee associated with the operator, scheduled within a specified period. More information on the feature may be found in the Administrator module documentation.
Right section buttons, active for specific windows:
[Print] – it runs a default printout associated with the active window. If multiple printouts are associated with a given window, the arrow placed underneath the button drops down the printout selection menu. The option is active on the General tab if a document is open, as well as in the menu next to the addresses of the main/target customer/vendor or payer and related persons.
[Plot a graph] – it displays the default printout associated with an active window. If multiple printouts are associated with a given window, the arrow placed underneath the button drops down the graph selection menu.
[Report execution] – it generates a quick report related to an active window.
[Export to spreadsheet] – the button is available (visible) if the active window displays a list (table) that may be exported to a spreadsheet whose format has been selected in the Computer configuration window on the Export tab (available options: Select automatically, MS Excel, Open Office Calc). The system exports all list items, taking into account filtering options. Item selection is not taken into account.
[Process history] – if a document is selected on an open document list or on the list of inquiries, quotes, and orders, clicking the button opens the Process history window, which displays the list of tasks to be completed as part of a process related to a given document. More information on tasks and processes may be found in the Administrator module documentation.
[Customer history] – it displays a window with the history of customer transactions, orders, and payments. The button can be used if a customer/vendor is specified in the active window.
[Item history] – it displays a window with the history of transactions and orders related to a selected item. The button can be used if an item is specified (e.g. highlighted on the list of document items) in the active window.
[Contacts history] – it displays a window with the history of conversations, tasks, and appointments.
[Previous list item] – when a document, item, VAT register, or order is being edited, selecting the button proceeds to the previous item on the list.
[Next list item] – when a document, item, VAT register, or order is being edited, selecting the button proceeds to the next item on the list.
[Document stats] – the window is displayed for information purposes only, showing information on basic document data, such as the margin value, global value of an applied discount (discount value is presented in the header currency), and the weight and volume of an item related to a given transaction.
[Discount structure] – the button is activated once the user opens the transaction element window in a document where a customer/vendor and item have been selected.
[Loyalty points] – the button is available on the list of customers and on an open customer form. Selecting the button opens the window [Customer’s loyalty points], presenting the summary of loyalty points earned and redeemed by a customer, as well as the list of documents being the source of positive and negative points with the date of award. The list makes it possible to preview included documents and print the entire list. The list is unavailable for preview if the XL Loyalty program server license is missing.
[Help] – it opens the system help window. The window is divided into two panels. The left panel displays the table of contents (as a tree structure) and the right panel displays a topic description.