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Using the Transaction Inspector

Transaction Inspector

This screen will allow you to filter all entries made by date range, customer, type and amount.

Click on the Filter Button to see the extended filters.

More than one filter can be used at the same time, i.e. you could look for all Orders for Jo Bloggs between £1.00 and £100.00, or all Despatch Notes between 1st January and 1st June.

Once the list of transactions is displayed, you can inspect any entry in more detail using the drill down button on the left hand side of the item.

Click on any column heading to sort the entries in order (e.g. by due date); one click will put them in ascending order and a double click will reverse the order.

A report of the transactions listed can be printed or previewed by clicking the buttons on the bottom, left.

For more help on Sales Order Processing call our Adviceline team on 01594 545022 or email us at support@farmplan.co.uk.

 

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