Sales Records
The Sales Records section is the area where information on which products are sold, to which customers, when, and in what quantities is recorded and managed within your organization.
Last updated 15 days ago
Through the records created in this section, product-based sales movements can be tracked and the related emission values are included in emission calculations.
Sales Record List
On this screen, all sales records created within your organization are displayed in a list format.
For each record in the list, the following information is available:
Date – Date of the sale
Product – Sold product
Customer – Customer to whom the product is sold
Quantity – Quantity of the sold product
Emissions – Total emission value associated with the sale
Actions – Menu containing available actions for the record
Additionally, filtering can be applied by product or customer using the filter section.
Adding a New Sales Record
To create a new sales record, click the Create Sales Record button. Fill in the following steps in the form that opens:
1. Context
In this step, the basic sales information is defined.
2. Allocation
In this step, the quantity subject to the sale is allocated from available stock based on production batches (lots).
3. Confirm
In this step, the entered information is summarized and presented.
After completing all required steps, the record is created and added to the sales list.
Sales Record Actions
Within the sales record list, click the ... (three dots) icon on the right side of each record to perform the following actions:
Edit – Opens the form to update the record
Delete – Removes the record from the system
The deletion process requires confirmation and cannot be undone.