The Sales subsection in the Transaction menu enables you to manage and track your sales-related financial transactions. It provides a centralized hub to monitor sales orders, invoices, and payments, ensuring accurate recording and streamlined sales processes. In this subsection, we will explore the functionalities and features available for managing sales transactions.

1. Accessing the Sales Transactions Subsection

To access the Sales Transactions subsection in the OpenScope ERP SAAS admin portal, follow these steps:

• Open your web browser and enter the URL: https://dev.openscope.in/admin/accounting/transaction?group=sales
• Log in to your admin account using your credentials.
• Once logged in, you will be directed to the Sales Transactions subsection automatically.

2. Sales Transaction Listing

The Sales Transactions subsection typically presents a comprehensive listing of your sales-related financial transactions, including sales orders, invoices, and payments. The listing provides essential information for each transaction, such as transaction date, customer details, transaction status, and associated amounts.

3. Filtering and Sorting

The Sales Transactions subsection offers filtering and sorting options to help you organize and locate specific sales transactions. These features enable you to focus on relevant transactions based on criteria such as date range, customer, transaction type, or transaction status. Here are some common filtering and sorting options you may find:

• Date Range: Filter transactions based on a specific date range or choose pre-defined options such as “Today,” “This Week,” “This Month,” or “Custom Date Range.”

• Customer: Filter transactions based on a specific customer or select multiple customers to view transactions related to them.

• Transaction Type: Filter transactions by sales order, invoice, payment, or other sales-related transaction categories available in your system.

• Transaction Status: Filter transactions based on their status, such as pending, completed, or cancelled.

• Sorting: Sort transactions based on various criteria, such as transaction date, customer name, amount, or transaction status.

4. Viewing Sales Transaction Details

Clicking on a specific sales transaction from the listing will allow you to view detailed information about that transaction. The transaction details page typically includes:

• Transaction Summary: An overview of the sales transaction, including the transaction type, date, customer details, and transaction amount.

• Line Items: A breakdown of the products or services included in the sales transaction, including quantity, unit price, and total amount.

• Invoice Generation: If applicable, you can generate an invoice from a sales order, allowing you to create a formal record of the transaction for the customer.

• Payment Status: Track the payment status of the sales transaction, including any outstanding balances, partial payments, or completed payments.

5. Modifying Sales Transactions

In certain cases, you may need to modify or update sales transactions. The Sales Transactions subsection often allows you to perform actions such as:

Editing Transactions: If permitted, you can edit specific fields or details of a sales transaction, such as the transaction date, customer information, or line item details. Please note that some restrictions may apply depending on the transaction type and system configuration.

Deleting Transactions: In situations where a sales transaction needs to be removed, you can delete it from the system. However, exercise caution when deleting transactions, as it may impact your financial records and reports.

6. Exporting Sales Transaction Data The Sales Transactions subsection offer options to export sales transaction data for further analysis, reporting, or integration with external systems. Look for export buttons or options within the subsection to export transactions in a suitable format such as CSV or Excel.