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
No comments to display
No comments to display