Sales Module
- sales-ajax-sale
- sales-cash-drawers-create
- sales-cash-drawers-id-update
- sales-cash-drawers-id
- sales-cash-drawers
- sales-discount-periods-create
- sales-discount-periods-id-update
- sales-discount-periods-id
- sales-discount-periods
- sales-itemrows
- sales-payouts-create
- sales-payouts-id-update
- sales-payouts-id
- sales-payouts
- sales-pos-sale-list
- sales-quotes-convert
- sales-quotes-create
- sales-quotes-id-update
- sales-quotes-id
- sales-quotes
- sales-returns-create
- sales-returns-id-update
- sales-returns-id
- sales-returns
- sales-sales-create
- sales-sales-id-update
- sales-sales-id
- sales-sales
- sales-subscriptions-bill
- sales-subscriptions-create
- sales-subscriptions-id-update
- sales-subscriptions-id
- sales-subscriptions
sales-ajax-sale
Sale – Create View
Module: Sales
Screen Type: Create View
URL: /^sales/ajax-sale/
Model: Sale
Record Name: Sale
Plural Name: Sales
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Sale # | Text | A sale's friendly name, used to identify the transaction in receipts, reports, and searches |
| Customer | Relationship (single) | The customer that made this purchase |
| Date Created | Date & time | The date and time that this transaction was started |
| Salesperson | Relationship (single) (optional) | The salesperson assigned to this sale |
| Warehouse | Relationship (single) (optional) | The physical location from which inventory items for this sale are sourced |
| Fulfillment Status | Text (choice) | Status information for pending deliveries or shipments for this sale |
| Fulfillment Required | Yes/No (optional) | Marked as false for direct retail sales and service items, marked as true when shipments or deliveries are necessary |
| Payment Status | Text (choice) | Status information for pending payments and/or accounts receivable |
| Memo | Long text | An open text field for employees to make notes about this transaction |
| Customer Po # | Text | An optional field to make note of the customer's purchase order number |
| Grosssubtotal Currency | Text (choice) | TODO |
| Non-Discount Subtotal | Number (decimal) | If a cash discount is applied to the ticket, this field represents the original, undiscounted subtotal |
| Subtotal Currency | Text (choice) | TODO |
| Subtotal | Number (decimal) | The total sales price of all line items before sales tax |
| Taxtotal Currency | Text (choice) | TODO |
| Tax Total | Number (decimal) | The total sales tax due for this sale |
| Grosstotal Currency | Text (choice) | TODO |
| Non-Discount Total | Number (decimal) | If a cash discount is applied to the ticket, this field represents the original, undiscounted total |
| Total Currency | Text (choice) | TODO |
| Total | Number (decimal) | TODO |
| Paid Currency | Text (choice) | TODO |
| Amount Paid | Number (decimal) | TODO |
| Balance Currency | Text (choice) | TODO |
| Balance | Number (decimal) | TODO |
| Edit Locked | Yes/No | TODO |
| Cash Drawer | Relationship (single) (optional) | Links this sale to the cash drawer that it was rung up at |
| Payment Url | Text (optional) | Stores the URL to pay this invoice online |
| Web Payment Received | Yes/No | True/False indicator of if a requested online payment has been received |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — sales-sales
- Create View — sales-sales-create
- Detail View — sales-sales-id
- Update View — sales-sales-id-update
- List View — sales-pos-sale-list
Advanced Notes
TODO
sales-cash-drawers-create
Cash Drawer – Create View
Module: Sales
Screen Type: Create View
URL: /^sales/cash-drawers/create/
Model: CashDrawer
Record Name: Cash Drawer
Plural Name: Cash Drawers
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Name | Text | TODO |
| Description | Text | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — sales-cash-drawers
- Detail View — sales-cash-drawers-id
- Update View — sales-cash-drawers-id-update
Advanced Notes
TODO
sales-cash-drawers-id-update
Cash Drawer – Update View
Module: Sales
Screen Type: Update View
URL: /^sales/cash-drawers/<pk>/update/
Model: CashDrawer
Record Name: Cash Drawer
Plural Name: Cash Drawers
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Name | Text | TODO |
| Description | Text | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — sales-cash-drawers
- Create View — sales-cash-drawers-create
- Detail View — sales-cash-drawers-id
Advanced Notes
TODO
sales-cash-drawers-id
Cash Drawer – Detail View
Module: Sales
Screen Type: Detail View
URL: /^sales/cash-drawers/<pk>/
Model: CashDrawer
Record Name: Cash Drawer
Plural Name: Cash Drawers
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Name | Text | TODO |
| Description | Text | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — sales-cash-drawers
- Create View — sales-cash-drawers-create
- Update View — sales-cash-drawers-id-update
Advanced Notes
TODO
sales-cash-drawers
Cash Drawers – List View
Module: Sales
Screen Type: List View
URL: /^sales/cash-drawers/
Model: CashDrawer
Record Name: Cash Drawer
Plural Name: Cash Drawers
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Name | Text | TODO |
| Description | Text | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- Create View — sales-cash-drawers-create
- Detail View — sales-cash-drawers-id
- Update View — sales-cash-drawers-id-update
Advanced Notes
TODO
sales-discount-periods-create
Discount Period – Create View
Module: Sales
Screen Type: Create View
URL: /^sales/discount-periods/create/
Model: DiscountPeriod
Record Name: Discount Period
Plural Name: Discount Periods
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Description | Text | Give a memo or reason for this discount |
| Percent | Number (decimal) | Set the percentage that all items will be discounted for the period of promotion |
| Begin Date | Date | Set the beginning of the discount period |
| End Date | Date | Set the ending of the discount period |
| Cancelled | Yes/No | Use this field to quickly disable a Discount without changing its dates or deleting it |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — sales-discount-periods
- Detail View — sales-discount-periods-id
- Update View — sales-discount-periods-id-update
Advanced Notes
TODO
sales-discount-periods-id-update
Discount Period – Update View
Module: Sales
Screen Type: Update View
URL: /^sales/discount-periods/<pk>/update/
Model: DiscountPeriod
Record Name: Discount Period
Plural Name: Discount Periods
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Description | Text | Give a memo or reason for this discount |
| Percent | Number (decimal) | Set the percentage that all items will be discounted for the period of promotion |
| Begin Date | Date | Set the beginning of the discount period |
| End Date | Date | Set the ending of the discount period |
| Cancelled | Yes/No | Use this field to quickly disable a Discount without changing its dates or deleting it |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — sales-discount-periods
- Create View — sales-discount-periods-create
- Detail View — sales-discount-periods-id
Advanced Notes
TODO
sales-discount-periods-id
Discount Period – Detail View
Module: Sales
Screen Type: Detail View
URL: /^sales/discount-periods/<pk>/
Model: DiscountPeriod
Record Name: Discount Period
Plural Name: Discount Periods
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Description | Text | Give a memo or reason for this discount |
| Percent | Number (decimal) | Set the percentage that all items will be discounted for the period of promotion |
| Begin Date | Date | Set the beginning of the discount period |
| End Date | Date | Set the ending of the discount period |
| Cancelled | Yes/No | Use this field to quickly disable a Discount without changing its dates or deleting it |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — sales-discount-periods
- Create View — sales-discount-periods-create
- Update View — sales-discount-periods-id-update
Advanced Notes
TODO
sales-discount-periods
Discount Periods – List View
Module: Sales
Screen Type: List View
URL: /^sales/discount-periods/
Model: DiscountPeriod
Record Name: Discount Period
Plural Name: Discount Periods
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Description | Text | Give a memo or reason for this discount |
| Percent | Number (decimal) | Set the percentage that all items will be discounted for the period of promotion |
| Begin Date | Date | Set the beginning of the discount period |
| End Date | Date | Set the ending of the discount period |
| Cancelled | Yes/No | Use this field to quickly disable a Discount without changing its dates or deleting it |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- Create View — sales-discount-periods-create
- Detail View — sales-discount-periods-id
- Update View — sales-discount-periods-id-update
Advanced Notes
TODO
sales-itemrows
Item Rows – List View
Module: Sales
Screen Type: List View
URL: /^sales/itemrows/
Model: ItemRow
Record Name: Item Row
Plural Name: Item Rows
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Item | Relationship (single) (optional) | TODO |
| Quantity | Number (decimal) | TODO |
| Uom | Relationship (single) (optional) | TODO |
| Cost Currency | Text (choice) | TODO |
| Cost | Number (decimal) | TODO |
| Price Currency | Text (choice) | TODO |
| Price | Number (decimal) | TODO |
| Totalprice Currency | Text (choice) | TODO |
| Total Price | Number (decimal) | TODO |
| Description | Long text | Enter the item description here |
| Tax Category | Relationship (single) | TODO |
| Taxamount Currency | Text (choice) (optional) | TODO |
| Tax Amount | Number (decimal) (optional) | TODO |
| Sale Link | Relationship (single) (optional) | TODO |
| Consumed | Yes/No | TODO |
| Contract # | Relationship (single) (optional) | Records the item contract associated with this line item |
| Manufacturing Instance | Relationship (single) (optional) | Links this line item to the manufacturing instance that created it, if applicable |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
Advanced Notes
TODO
sales-payouts-create
Payout – Create View
Module: Sales
Screen Type: Create View
URL: /^sales/payouts/create/
Model: Payout
Record Name: Payout
Plural Name: Payouts
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Amount Currency | Text (choice) | TODO |
| Amount | Number (decimal) | TODO |
| Employee | Relationship (single) | The employee that performed this payout |
| Memo | Long text | Reason/information as to why this money was taken from the register |
| Processed | Yes/No | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — sales-payouts
- Detail View — sales-payouts-id
- Update View — sales-payouts-id-update
Advanced Notes
TODO
sales-payouts-id-update
Payout – Update View
Module: Sales
Screen Type: Update View
URL: /^sales/payouts/<pk>/update/
Model: Payout
Record Name: Payout
Plural Name: Payouts
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Amount Currency | Text (choice) | TODO |
| Amount | Number (decimal) | TODO |
| Employee | Relationship (single) | The employee that performed this payout |
| Memo | Long text | Reason/information as to why this money was taken from the register |
| Processed | Yes/No | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — sales-payouts
- Create View — sales-payouts-create
- Detail View — sales-payouts-id
Advanced Notes
TODO
sales-payouts-id
Payout – Detail View
Module: Sales
Screen Type: Detail View
URL: /^sales/payouts/<pk>/
Model: Payout
Record Name: Payout
Plural Name: Payouts
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Amount Currency | Text (choice) | TODO |
| Amount | Number (decimal) | TODO |
| Employee | Relationship (single) | The employee that performed this payout |
| Memo | Long text | Reason/information as to why this money was taken from the register |
| Processed | Yes/No | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — sales-payouts
- Create View — sales-payouts-create
- Update View — sales-payouts-id-update
Advanced Notes
TODO
sales-payouts
Payouts – List View
Module: Sales
Screen Type: List View
URL: /^sales/payouts/
Model: Payout
Record Name: Payout
Plural Name: Payouts
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Amount Currency | Text (choice) | TODO |
| Amount | Number (decimal) | TODO |
| Employee | Relationship (single) | The employee that performed this payout |
| Memo | Long text | Reason/information as to why this money was taken from the register |
| Processed | Yes/No | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- Create View — sales-payouts-create
- Detail View — sales-payouts-id
- Update View — sales-payouts-id-update
Advanced Notes
TODO
sales-pos-sale-list
Sales – List View
Module: Sales
Screen Type: List View
URL: /^sales/pos-sale-list/
Model: Sale
Record Name: Sale
Plural Name: Sales
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Sale # | Text | A sale's friendly name, used to identify the transaction in receipts, reports, and searches |
| Customer | Relationship (single) | The customer that made this purchase |
| Date Created | Date & time | The date and time that this transaction was started |
| Salesperson | Relationship (single) (optional) | The salesperson assigned to this sale |
| Warehouse | Relationship (single) (optional) | The physical location from which inventory items for this sale are sourced |
| Fulfillment Status | Text (choice) | Status information for pending deliveries or shipments for this sale |
| Fulfillment Required | Yes/No (optional) | Marked as false for direct retail sales and service items, marked as true when shipments or deliveries are necessary |
| Payment Status | Text (choice) | Status information for pending payments and/or accounts receivable |
| Memo | Long text | An open text field for employees to make notes about this transaction |
| Customer Po # | Text | An optional field to make note of the customer's purchase order number |
| Grosssubtotal Currency | Text (choice) | TODO |
| Non-Discount Subtotal | Number (decimal) | If a cash discount is applied to the ticket, this field represents the original, undiscounted subtotal |
| Subtotal Currency | Text (choice) | TODO |
| Subtotal | Number (decimal) | The total sales price of all line items before sales tax |
| Taxtotal Currency | Text (choice) | TODO |
| Tax Total | Number (decimal) | The total sales tax due for this sale |
| Grosstotal Currency | Text (choice) | TODO |
| Non-Discount Total | Number (decimal) | If a cash discount is applied to the ticket, this field represents the original, undiscounted total |
| Total Currency | Text (choice) | TODO |
| Total | Number (decimal) | TODO |
| Paid Currency | Text (choice) | TODO |
| Amount Paid | Number (decimal) | TODO |
| Balance Currency | Text (choice) | TODO |
| Balance | Number (decimal) | TODO |
| Edit Locked | Yes/No | TODO |
| Cash Drawer | Relationship (single) (optional) | Links this sale to the cash drawer that it was rung up at |
| Payment Url | Text (optional) | Stores the URL to pay this invoice online |
| Web Payment Received | Yes/No | True/False indicator of if a requested online payment has been received |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — sales-sales
- Create View — sales-sales-create
- Detail View — sales-sales-id
- Update View — sales-sales-id-update
- Create View — sales-ajax-sale
Advanced Notes
TODO
sales-quotes-convert
Quoted Sale – Create View
Module: Sales
Screen Type: Create View
URL: /^sales/quotes/convert/
Model: QuotedSale
Record Name: Quoted Sale
Plural Name: Quoted Sales
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Sale # | Text | A sale's friendly name, used to identify the transaction in receipts, reports, and searches |
| Customer | Relationship (single) | The customer that made this purchase |
| Date Created | Date & time | The date and time that this transaction was started |
| Salesperson | Relationship (single) (optional) | The salesperson assigned to this sale |
| Warehouse | Relationship (single) (optional) | The physical location from which inventory items for this sale are sourced |
| Fulfillment Status | Text (choice) | Status information for pending deliveries or shipments for this sale |
| Fulfillment Required | Yes/No (optional) | Marked as false for direct retail sales and service items, marked as true when shipments or deliveries are necessary |
| Payment Status | Text (choice) | Status information for pending payments and/or accounts receivable |
| Memo | Long text | An open text field for employees to make notes about this transaction |
| Customer Po # | Text | An optional field to make note of the customer's purchase order number |
| Grosssubtotal Currency | Text (choice) | TODO |
| Non-Discount Subtotal | Number (decimal) | If a cash discount is applied to the ticket, this field represents the original, undiscounted subtotal |
| Subtotal Currency | Text (choice) | TODO |
| Subtotal | Number (decimal) | The total sales price of all line items before sales tax |
| Taxtotal Currency | Text (choice) | TODO |
| Tax Total | Number (decimal) | The total sales tax due for this sale |
| Grosstotal Currency | Text (choice) | TODO |
| Non-Discount Total | Number (decimal) | If a cash discount is applied to the ticket, this field represents the original, undiscounted total |
| Total Currency | Text (choice) | TODO |
| Total | Number (decimal) | TODO |
| Paid Currency | Text (choice) | TODO |
| Amount Paid | Number (decimal) | TODO |
| Balance Currency | Text (choice) | TODO |
| Balance | Number (decimal) | TODO |
| Edit Locked | Yes/No | TODO |
| Cash Drawer | Relationship (single) (optional) | Links this sale to the cash drawer that it was rung up at |
| Payment Url | Text (optional) | Stores the URL to pay this invoice online |
| Web Payment Received | Yes/No | True/False indicator of if a requested online payment has been received |
| Sale Ptr | Relationship (one-to-one) | TODO |
| Quote | Relationship (single) | Connects this Invoice to its source Quote |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
Advanced Notes
TODO
sales-quotes-create
Quote – Create View
Module: Sales
Screen Type: Create View
URL: /^sales/quotes/create/
Model: Quote
Record Name: Quote
Plural Name: Quotes
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Quote # | Text | A quote's friendly name, used to identify the transaction in lists, reports, and searches |
| Customer | Relationship (single) | The customer that will be receiving this quote |
| Salesperson | Relationship (single) (optional) | The salesperson assigned to this quote |
| Warehouse | Relationship (single) (optional) | The physical location from which inventory items for this quote would be sourced |
| Status | Text (choice) | TODO |
| Memo | Long text | An optional field to record notes and other information about this quote |
| Customer Po # | Text | An optional field to make note of the customer's purchase order number |
| Subtotal Currency | Text (choice) | TODO |
| Subtotal | Number (decimal) | The total sales price of all line items before sales tax |
| Taxtotal Currency | Text (choice) | TODO |
| Tax Total | Number (decimal) | The total sales tax due for this sale |
| Total Currency | Text (choice) | TODO |
| Total | Number (decimal) | TODO |
| Converted | Yes/No | Marks this quote as conerted to an invoice and completed |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — sales-quotes
- Detail View — sales-quotes-id
- Update View — sales-quotes-id-update
Advanced Notes
TODO
sales-quotes-id-update
Quote – Update View
Module: Sales
Screen Type: Update View
URL: /^sales/quotes/<pk>/update/
Model: Quote
Record Name: Quote
Plural Name: Quotes
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Quote # | Text | A quote's friendly name, used to identify the transaction in lists, reports, and searches |
| Customer | Relationship (single) | The customer that will be receiving this quote |
| Salesperson | Relationship (single) (optional) | The salesperson assigned to this quote |
| Warehouse | Relationship (single) (optional) | The physical location from which inventory items for this quote would be sourced |
| Status | Text (choice) | TODO |
| Memo | Long text | An optional field to record notes and other information about this quote |
| Customer Po # | Text | An optional field to make note of the customer's purchase order number |
| Subtotal Currency | Text (choice) | TODO |
| Subtotal | Number (decimal) | The total sales price of all line items before sales tax |
| Taxtotal Currency | Text (choice) | TODO |
| Tax Total | Number (decimal) | The total sales tax due for this sale |
| Total Currency | Text (choice) | TODO |
| Total | Number (decimal) | TODO |
| Converted | Yes/No | Marks this quote as conerted to an invoice and completed |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — sales-quotes
- Create View — sales-quotes-create
- Detail View — sales-quotes-id
Advanced Notes
TODO
sales-quotes-id
Quote – Detail View
Module: Sales
Screen Type: Detail View
URL: /^sales/quotes/<pk>/
Model: Quote
Record Name: Quote
Plural Name: Quotes
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Quote # | Text | A quote's friendly name, used to identify the transaction in lists, reports, and searches |
| Customer | Relationship (single) | The customer that will be receiving this quote |
| Salesperson | Relationship (single) (optional) | The salesperson assigned to this quote |
| Warehouse | Relationship (single) (optional) | The physical location from which inventory items for this quote would be sourced |
| Status | Text (choice) | TODO |
| Memo | Long text | An optional field to record notes and other information about this quote |
| Customer Po # | Text | An optional field to make note of the customer's purchase order number |
| Subtotal Currency | Text (choice) | TODO |
| Subtotal | Number (decimal) | The total sales price of all line items before sales tax |
| Taxtotal Currency | Text (choice) | TODO |
| Tax Total | Number (decimal) | The total sales tax due for this sale |
| Total Currency | Text (choice) | TODO |
| Total | Number (decimal) | TODO |
| Converted | Yes/No | Marks this quote as conerted to an invoice and completed |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — sales-quotes
- Create View — sales-quotes-create
- Update View — sales-quotes-id-update
Advanced Notes
TODO
sales-quotes
Quotes – List View
Module: Sales
Screen Type: List View
URL: /^sales/quotes/
Model: Quote
Record Name: Quote
Plural Name: Quotes
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Quote # | Text | A quote's friendly name, used to identify the transaction in lists, reports, and searches |
| Customer | Relationship (single) | The customer that will be receiving this quote |
| Salesperson | Relationship (single) (optional) | The salesperson assigned to this quote |
| Warehouse | Relationship (single) (optional) | The physical location from which inventory items for this quote would be sourced |
| Status | Text (choice) | TODO |
| Memo | Long text | An optional field to record notes and other information about this quote |
| Customer Po # | Text | An optional field to make note of the customer's purchase order number |
| Subtotal Currency | Text (choice) | TODO |
| Subtotal | Number (decimal) | The total sales price of all line items before sales tax |
| Taxtotal Currency | Text (choice) | TODO |
| Tax Total | Number (decimal) | The total sales tax due for this sale |
| Total Currency | Text (choice) | TODO |
| Total | Number (decimal) | TODO |
| Converted | Yes/No | Marks this quote as conerted to an invoice and completed |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- Create View — sales-quotes-create
- Detail View — sales-quotes-id
- Update View — sales-quotes-id-update
Advanced Notes
TODO
sales-returns-create
Return – Create View
Module: Sales
Screen Type: Create View
URL: /^sales/returns/create/
Model: Return
Record Name: Return
Plural Name: Returns
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Sale | Relationship (single) (optional) | TODO |
| Date Created | Date & time | TODO |
| Moneyback Currency | Text (choice) | TODO |
| Balance To Refund | Number (decimal) | TODO |
| Taxback Currency | Text (choice) | TODO |
| Tax To Refund | Number (decimal) | TODO |
| Restockfee Currency | Text (choice) | TODO |
| Restocking Fee | Number (decimal) | TODO |
| Totaldue Currency | Text (choice) (optional) | TODO |
| Total To Refund | Number (decimal) (optional) | TODO |
| Refund Status | Text (choice) (optional) | TODO |
| Totalback Currency | Text (choice) (optional) | TODO |
| Total Refunded | Number (decimal) (optional) | TODO |
| Edit Locked | Yes/No | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — sales-returns
- Detail View — sales-returns-id
- Update View — sales-returns-id-update
Advanced Notes
TODO
sales-returns-id-update
Return – Update View
Module: Sales
Screen Type: Update View
URL: /^sales/returns/<pk>/update/
Model: Return
Record Name: Return
Plural Name: Returns
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Sale | Relationship (single) (optional) | TODO |
| Date Created | Date & time | TODO |
| Moneyback Currency | Text (choice) | TODO |
| Balance To Refund | Number (decimal) | TODO |
| Taxback Currency | Text (choice) | TODO |
| Tax To Refund | Number (decimal) | TODO |
| Restockfee Currency | Text (choice) | TODO |
| Restocking Fee | Number (decimal) | TODO |
| Totaldue Currency | Text (choice) (optional) | TODO |
| Total To Refund | Number (decimal) (optional) | TODO |
| Refund Status | Text (choice) (optional) | TODO |
| Totalback Currency | Text (choice) (optional) | TODO |
| Total Refunded | Number (decimal) (optional) | TODO |
| Edit Locked | Yes/No | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — sales-returns
- Create View — sales-returns-create
- Detail View — sales-returns-id
Advanced Notes
TODO
sales-returns-id
Return – Detail View
Module: Sales
Screen Type: Detail View
URL: /^sales/returns/<pk>/
Model: Return
Record Name: Return
Plural Name: Returns
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Sale | Relationship (single) (optional) | TODO |
| Date Created | Date & time | TODO |
| Moneyback Currency | Text (choice) | TODO |
| Balance To Refund | Number (decimal) | TODO |
| Taxback Currency | Text (choice) | TODO |
| Tax To Refund | Number (decimal) | TODO |
| Restockfee Currency | Text (choice) | TODO |
| Restocking Fee | Number (decimal) | TODO |
| Totaldue Currency | Text (choice) (optional) | TODO |
| Total To Refund | Number (decimal) (optional) | TODO |
| Refund Status | Text (choice) (optional) | TODO |
| Totalback Currency | Text (choice) (optional) | TODO |
| Total Refunded | Number (decimal) (optional) | TODO |
| Edit Locked | Yes/No | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — sales-returns
- Create View — sales-returns-create
- Update View — sales-returns-id-update
Advanced Notes
TODO
sales-returns
Returns – List View
Module: Sales
Screen Type: List View
URL: /^sales/returns/
Model: Return
Record Name: Return
Plural Name: Returns
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Sale | Relationship (single) (optional) | TODO |
| Date Created | Date & time | TODO |
| Moneyback Currency | Text (choice) | TODO |
| Balance To Refund | Number (decimal) | TODO |
| Taxback Currency | Text (choice) | TODO |
| Tax To Refund | Number (decimal) | TODO |
| Restockfee Currency | Text (choice) | TODO |
| Restocking Fee | Number (decimal) | TODO |
| Totaldue Currency | Text (choice) (optional) | TODO |
| Total To Refund | Number (decimal) (optional) | TODO |
| Refund Status | Text (choice) (optional) | TODO |
| Totalback Currency | Text (choice) (optional) | TODO |
| Total Refunded | Number (decimal) (optional) | TODO |
| Edit Locked | Yes/No | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- Create View — sales-returns-create
- Detail View — sales-returns-id
- Update View — sales-returns-id-update
Advanced Notes
TODO
sales-sales-create
Sale – Create View
Module: Sales
Screen Type: Create View
URL: /^sales/sales/create/
Model: Sale
Record Name: Sale
Plural Name: Sales
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Sale # | Text | A sale's friendly name, used to identify the transaction in receipts, reports, and searches |
| Customer | Relationship (single) | The customer that made this purchase |
| Date Created | Date & time | The date and time that this transaction was started |
| Salesperson | Relationship (single) (optional) | The salesperson assigned to this sale |
| Warehouse | Relationship (single) (optional) | The physical location from which inventory items for this sale are sourced |
| Fulfillment Status | Text (choice) | Status information for pending deliveries or shipments for this sale |
| Fulfillment Required | Yes/No (optional) | Marked as false for direct retail sales and service items, marked as true when shipments or deliveries are necessary |
| Payment Status | Text (choice) | Status information for pending payments and/or accounts receivable |
| Memo | Long text | An open text field for employees to make notes about this transaction |
| Customer Po # | Text | An optional field to make note of the customer's purchase order number |
| Grosssubtotal Currency | Text (choice) | TODO |
| Non-Discount Subtotal | Number (decimal) | If a cash discount is applied to the ticket, this field represents the original, undiscounted subtotal |
| Subtotal Currency | Text (choice) | TODO |
| Subtotal | Number (decimal) | The total sales price of all line items before sales tax |
| Taxtotal Currency | Text (choice) | TODO |
| Tax Total | Number (decimal) | The total sales tax due for this sale |
| Grosstotal Currency | Text (choice) | TODO |
| Non-Discount Total | Number (decimal) | If a cash discount is applied to the ticket, this field represents the original, undiscounted total |
| Total Currency | Text (choice) | TODO |
| Total | Number (decimal) | TODO |
| Paid Currency | Text (choice) | TODO |
| Amount Paid | Number (decimal) | TODO |
| Balance Currency | Text (choice) | TODO |
| Balance | Number (decimal) | TODO |
| Edit Locked | Yes/No | TODO |
| Cash Drawer | Relationship (single) (optional) | Links this sale to the cash drawer that it was rung up at |
| Payment Url | Text (optional) | Stores the URL to pay this invoice online |
| Web Payment Received | Yes/No | True/False indicator of if a requested online payment has been received |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — sales-sales
- Detail View — sales-sales-id
- Update View — sales-sales-id-update
- List View — sales-pos-sale-list
- Create View — sales-ajax-sale
Advanced Notes
TODO
sales-sales-id-update
Sale – Update View
Module: Sales
Screen Type: Update View
URL: /^sales/sales/<pk>/update/
Model: Sale
Record Name: Sale
Plural Name: Sales
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Sale # | Text | A sale's friendly name, used to identify the transaction in receipts, reports, and searches |
| Customer | Relationship (single) | The customer that made this purchase |
| Date Created | Date & time | The date and time that this transaction was started |
| Salesperson | Relationship (single) (optional) | The salesperson assigned to this sale |
| Warehouse | Relationship (single) (optional) | The physical location from which inventory items for this sale are sourced |
| Fulfillment Status | Text (choice) | Status information for pending deliveries or shipments for this sale |
| Fulfillment Required | Yes/No (optional) | Marked as false for direct retail sales and service items, marked as true when shipments or deliveries are necessary |
| Payment Status | Text (choice) | Status information for pending payments and/or accounts receivable |
| Memo | Long text | An open text field for employees to make notes about this transaction |
| Customer Po # | Text | An optional field to make note of the customer's purchase order number |
| Grosssubtotal Currency | Text (choice) | TODO |
| Non-Discount Subtotal | Number (decimal) | If a cash discount is applied to the ticket, this field represents the original, undiscounted subtotal |
| Subtotal Currency | Text (choice) | TODO |
| Subtotal | Number (decimal) | The total sales price of all line items before sales tax |
| Taxtotal Currency | Text (choice) | TODO |
| Tax Total | Number (decimal) | The total sales tax due for this sale |
| Grosstotal Currency | Text (choice) | TODO |
| Non-Discount Total | Number (decimal) | If a cash discount is applied to the ticket, this field represents the original, undiscounted total |
| Total Currency | Text (choice) | TODO |
| Total | Number (decimal) | TODO |
| Paid Currency | Text (choice) | TODO |
| Amount Paid | Number (decimal) | TODO |
| Balance Currency | Text (choice) | TODO |
| Balance | Number (decimal) | TODO |
| Edit Locked | Yes/No | TODO |
| Cash Drawer | Relationship (single) (optional) | Links this sale to the cash drawer that it was rung up at |
| Payment Url | Text (optional) | Stores the URL to pay this invoice online |
| Web Payment Received | Yes/No | True/False indicator of if a requested online payment has been received |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — sales-sales
- Create View — sales-sales-create
- Detail View — sales-sales-id
- List View — sales-pos-sale-list
- Create View — sales-ajax-sale
Advanced Notes
TODO
sales-sales-id
Sale – Detail View
Module: Sales
Screen Type: Detail View
URL: /^sales/sales/<pk>/
Model: Sale
Record Name: Sale
Plural Name: Sales
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Sale # | Text | A sale's friendly name, used to identify the transaction in receipts, reports, and searches |
| Customer | Relationship (single) | The customer that made this purchase |
| Date Created | Date & time | The date and time that this transaction was started |
| Salesperson | Relationship (single) (optional) | The salesperson assigned to this sale |
| Warehouse | Relationship (single) (optional) | The physical location from which inventory items for this sale are sourced |
| Fulfillment Status | Text (choice) | Status information for pending deliveries or shipments for this sale |
| Fulfillment Required | Yes/No (optional) | Marked as false for direct retail sales and service items, marked as true when shipments or deliveries are necessary |
| Payment Status | Text (choice) | Status information for pending payments and/or accounts receivable |
| Memo | Long text | An open text field for employees to make notes about this transaction |
| Customer Po # | Text | An optional field to make note of the customer's purchase order number |
| Grosssubtotal Currency | Text (choice) | TODO |
| Non-Discount Subtotal | Number (decimal) | If a cash discount is applied to the ticket, this field represents the original, undiscounted subtotal |
| Subtotal Currency | Text (choice) | TODO |
| Subtotal | Number (decimal) | The total sales price of all line items before sales tax |
| Taxtotal Currency | Text (choice) | TODO |
| Tax Total | Number (decimal) | The total sales tax due for this sale |
| Grosstotal Currency | Text (choice) | TODO |
| Non-Discount Total | Number (decimal) | If a cash discount is applied to the ticket, this field represents the original, undiscounted total |
| Total Currency | Text (choice) | TODO |
| Total | Number (decimal) | TODO |
| Paid Currency | Text (choice) | TODO |
| Amount Paid | Number (decimal) | TODO |
| Balance Currency | Text (choice) | TODO |
| Balance | Number (decimal) | TODO |
| Edit Locked | Yes/No | TODO |
| Cash Drawer | Relationship (single) (optional) | Links this sale to the cash drawer that it was rung up at |
| Payment Url | Text (optional) | Stores the URL to pay this invoice online |
| Web Payment Received | Yes/No | True/False indicator of if a requested online payment has been received |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — sales-sales
- Create View — sales-sales-create
- Update View — sales-sales-id-update
- List View — sales-pos-sale-list
- Create View — sales-ajax-sale
Advanced Notes
TODO
sales-sales
Sales – List View
Module: Sales
Screen Type: List View
URL: /^sales/sales/
Model: Sale
Record Name: Sale
Plural Name: Sales
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Sale # | Text | A sale's friendly name, used to identify the transaction in receipts, reports, and searches |
| Customer | Relationship (single) | The customer that made this purchase |
| Date Created | Date & time | The date and time that this transaction was started |
| Salesperson | Relationship (single) (optional) | The salesperson assigned to this sale |
| Warehouse | Relationship (single) (optional) | The physical location from which inventory items for this sale are sourced |
| Fulfillment Status | Text (choice) | Status information for pending deliveries or shipments for this sale |
| Fulfillment Required | Yes/No (optional) | Marked as false for direct retail sales and service items, marked as true when shipments or deliveries are necessary |
| Payment Status | Text (choice) | Status information for pending payments and/or accounts receivable |
| Memo | Long text | An open text field for employees to make notes about this transaction |
| Customer Po # | Text | An optional field to make note of the customer's purchase order number |
| Grosssubtotal Currency | Text (choice) | TODO |
| Non-Discount Subtotal | Number (decimal) | If a cash discount is applied to the ticket, this field represents the original, undiscounted subtotal |
| Subtotal Currency | Text (choice) | TODO |
| Subtotal | Number (decimal) | The total sales price of all line items before sales tax |
| Taxtotal Currency | Text (choice) | TODO |
| Tax Total | Number (decimal) | The total sales tax due for this sale |
| Grosstotal Currency | Text (choice) | TODO |
| Non-Discount Total | Number (decimal) | If a cash discount is applied to the ticket, this field represents the original, undiscounted total |
| Total Currency | Text (choice) | TODO |
| Total | Number (decimal) | TODO |
| Paid Currency | Text (choice) | TODO |
| Amount Paid | Number (decimal) | TODO |
| Balance Currency | Text (choice) | TODO |
| Balance | Number (decimal) | TODO |
| Edit Locked | Yes/No | TODO |
| Cash Drawer | Relationship (single) (optional) | Links this sale to the cash drawer that it was rung up at |
| Payment Url | Text (optional) | Stores the URL to pay this invoice online |
| Web Payment Received | Yes/No | True/False indicator of if a requested online payment has been received |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- Create View — sales-sales-create
- Detail View — sales-sales-id
- Update View — sales-sales-id-update
- List View — sales-pos-sale-list
- Create View — sales-ajax-sale
Advanced Notes
TODO
sales-subscriptions-bill
Recurring Sale – Create View
Module: Sales
Screen Type: Create View
URL: /^sales/subscriptions/bill/
Model: RecurringSale
Record Name: Recurring Sale
Plural Name: Recurring Sales
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Sale # | Text | A sale's friendly name, used to identify the transaction in receipts, reports, and searches |
| Customer | Relationship (single) | The customer that made this purchase |
| Date Created | Date & time | The date and time that this transaction was started |
| Salesperson | Relationship (single) (optional) | The salesperson assigned to this sale |
| Warehouse | Relationship (single) (optional) | The physical location from which inventory items for this sale are sourced |
| Fulfillment Status | Text (choice) | Status information for pending deliveries or shipments for this sale |
| Fulfillment Required | Yes/No (optional) | Marked as false for direct retail sales and service items, marked as true when shipments or deliveries are necessary |
| Payment Status | Text (choice) | Status information for pending payments and/or accounts receivable |
| Memo | Long text | An open text field for employees to make notes about this transaction |
| Customer Po # | Text | An optional field to make note of the customer's purchase order number |
| Grosssubtotal Currency | Text (choice) | TODO |
| Non-Discount Subtotal | Number (decimal) | If a cash discount is applied to the ticket, this field represents the original, undiscounted subtotal |
| Subtotal Currency | Text (choice) | TODO |
| Subtotal | Number (decimal) | The total sales price of all line items before sales tax |
| Taxtotal Currency | Text (choice) | TODO |
| Tax Total | Number (decimal) | The total sales tax due for this sale |
| Grosstotal Currency | Text (choice) | TODO |
| Non-Discount Total | Number (decimal) | If a cash discount is applied to the ticket, this field represents the original, undiscounted total |
| Total Currency | Text (choice) | TODO |
| Total | Number (decimal) | TODO |
| Paid Currency | Text (choice) | TODO |
| Amount Paid | Number (decimal) | TODO |
| Balance Currency | Text (choice) | TODO |
| Balance | Number (decimal) | TODO |
| Edit Locked | Yes/No | TODO |
| Cash Drawer | Relationship (single) (optional) | Links this sale to the cash drawer that it was rung up at |
| Payment Url | Text (optional) | Stores the URL to pay this invoice online |
| Web Payment Received | Yes/No | True/False indicator of if a requested online payment has been received |
| Sale Ptr | Relationship (one-to-one) | TODO |
| Subscription | Relationship (single) | Connects this Recurring Sale to its source subscription |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
Advanced Notes
TODO
sales-subscriptions-create
Subscription – Create View
Module: Sales
Screen Type: Create View
URL: /^sales/subscriptions/create/
Model: Subscription
Record Name: Subscription
Plural Name: Subscriptions
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Label | Text | A label to identify this subscription in the business |
| Frequency | Text (choice) | Determines the frequency with which a subscription should occur |
| Customer | Relationship (single) | The customer that made this purchase |
| Memo | Long text | An open text field for employees to make notes about this transaction |
| Subtotal Currency | Text (choice) | TODO |
| Subtotal | Number (decimal) | The total sales price of all line items before sales tax |
| Taxtotal Currency | Text (choice) | TODO |
| Tax Total | Number (decimal) | The total sales tax due for this sale |
| Total Currency | Text (choice) | TODO |
| Total | Number (decimal) | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — sales-subscriptions
- Detail View — sales-subscriptions-id
- Update View — sales-subscriptions-id-update
Advanced Notes
TODO
sales-subscriptions-id-update
Subscription – Update View
Module: Sales
Screen Type: Update View
URL: /^sales/subscriptions/<pk>/update/
Model: Subscription
Record Name: Subscription
Plural Name: Subscriptions
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Label | Text | A label to identify this subscription in the business |
| Frequency | Text (choice) | Determines the frequency with which a subscription should occur |
| Customer | Relationship (single) | The customer that made this purchase |
| Memo | Long text | An open text field for employees to make notes about this transaction |
| Subtotal Currency | Text (choice) | TODO |
| Subtotal | Number (decimal) | The total sales price of all line items before sales tax |
| Taxtotal Currency | Text (choice) | TODO |
| Tax Total | Number (decimal) | The total sales tax due for this sale |
| Total Currency | Text (choice) | TODO |
| Total | Number (decimal) | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — sales-subscriptions
- Create View — sales-subscriptions-create
- Detail View — sales-subscriptions-id
Advanced Notes
TODO
sales-subscriptions-id
Subscription – Detail View
Module: Sales
Screen Type: Detail View
URL: /^sales/subscriptions/<pk>/
Model: Subscription
Record Name: Subscription
Plural Name: Subscriptions
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Label | Text | A label to identify this subscription in the business |
| Frequency | Text (choice) | Determines the frequency with which a subscription should occur |
| Customer | Relationship (single) | The customer that made this purchase |
| Memo | Long text | An open text field for employees to make notes about this transaction |
| Subtotal Currency | Text (choice) | TODO |
| Subtotal | Number (decimal) | The total sales price of all line items before sales tax |
| Taxtotal Currency | Text (choice) | TODO |
| Tax Total | Number (decimal) | The total sales tax due for this sale |
| Total Currency | Text (choice) | TODO |
| Total | Number (decimal) | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- List View — sales-subscriptions
- Create View — sales-subscriptions-create
- Update View — sales-subscriptions-id-update
Advanced Notes
TODO
sales-subscriptions
Subscriptions – List View
Module: Sales
Screen Type: List View
URL: /^sales/subscriptions/
Model: Subscription
Record Name: Subscription
Plural Name: Subscriptions
What This Screen Is For
TODO: Explain what this screen does in plain language.
What You See on This Screen
📸 Add a screenshot of this screen.
Fields on This Screen
| Field | Type | Description |
|---|---|---|
| Last Modified At | Date & time | TODO |
| Last Modified By | Relationship (single) (optional) | TODO |
| Label | Text | A label to identify this subscription in the business |
| Frequency | Text (choice) | Determines the frequency with which a subscription should occur |
| Customer | Relationship (single) | The customer that made this purchase |
| Memo | Long text | An open text field for employees to make notes about this transaction |
| Subtotal Currency | Text (choice) | TODO |
| Subtotal | Number (decimal) | The total sales price of all line items before sales tax |
| Taxtotal Currency | Text (choice) | TODO |
| Tax Total | Number (decimal) | The total sales tax due for this sale |
| Total Currency | Text (choice) | TODO |
| Total | Number (decimal) | TODO |
System Fields (Managed Automatically)
⚙️ These fields are managed by the system and usually do not need to be edited.
| Field | Type | Description |
|---|---|---|
| Id | Auto number (ID) | TODO |
| Created At | Date & time | TODO |
| Created By | Relationship (single) (optional) | TODO |
| Custom Fields | Extra Fields JSONField | TODO |
| Deleted At | Date & time (optional) | TODO |
Common Tasks
- TODO
Tips & Helpful Hints
💡 TODO
Who Uses This Screen
- TODO
Related Screens
- Create View — sales-subscriptions-create
- Detail View — sales-subscriptions-id
- Update View — sales-subscriptions-id-update
Advanced Notes
TODO