Sales Module 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//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// 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//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// 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//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// 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//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// 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//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// 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//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// 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//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// 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