Help topics

Sales

Sales documents, workbooks, and POS periods.

4 guides

• Process sales documents and confirm their kind→

  Keep sales on the correct side and confirm whether Juan should create an invoice or a customer credit note.

  Production availability not confirmed

• Process a Summary of Sales workbook→

  Turn a customer sales summary into draft invoices or customer credit notes while preserving the sheet's figures.

• Read POS reports and release a sales period→

  Review terminal readings and monthly branch invoices before a person releases the period to Juan.

  Production availability not confirmed

• Correct POS readings, branches, and terminals→

  Exclude or restore a reading, mark a terminal unused, rename references, and recompute an unsent sales period.

  Production availability not confirmed