No categories assigned

Sales Report Job Aids

Revision as of 10:51, 12 July 2021 by Gelo (talk | contribs)


Sales Report Job Aids

Exporting Sales Report
  1. Under Main Menu, Click Reports
    Pro Balance Sheet (Export) - Step 01.png
  2. Under Reports Menu, Go to Financial statements then click Sales Report
    Pro Sales Report (Export) - Step 02.png

    • The user can also click the Search bar then look for Sales Report
      Pro Sales Report (Export) - Step 02.1.png
  3. Click the CSV button to Extract the report into CSV Excel File
    Pro Sales Report (Export) - Step 03.png
    • The user has an option to filter the record by Customer, Date Range and Item
      Pro Sales Report (Export) - Step 03.1.png