Sales
Sales is the content of your documents gathered into a single list: the products and services included in the documents issued during the selected period. The section opens from Documents via the cart icon in the side menu and has two views: the list and the charts.
List
The list is built by any selection: period and date range, filter, tags, responsible person, search. The filter on the Document column leaves a single document type on the screen, for example only invoices; status, client type, and city are selected the same way.
Column totals
For numeric columns, the list calculates a total. Click Σ in the column header and choose what to show below it:
| Total | What it calculates |
|---|---|
| Sum | Adds up all values in the column |
| Average | The average value of the column |
| Maximum | The largest value |
| Minimum | The smallest value |
The Remove total item returns the column to its normal view. The total is recalculated together with the selection: narrow the period or the document type and the figures change. At the very bottom of the list, you can always see the total number of records and their sum.
Charts
A graphical view of the same sales. The chart is built automatically based on the conditions set in the list.
The other buttons work the same as in other sections: column selection, filters, tags, search, and adding.