Item Maintenance - Sales tab

Use the Sales tab to view sales of stock items by business unit.

Opening the Sales tab

To open the Sales tab:

Select Module > Sales > Item Maintenance from the main menu.
The Set Item Search Criteria window is displayed.
Tip: You can also access the Sales functions by clicking .
Select the item. See Searching for items.
The Item tab of the Item Maintenance window is displayed.
Click the Sales tab.
The Sales tab of the Item Maintenance window is displayed.
Select the business unit you are viewing sales for.
Note: You only need to select the business unit if stock is maintained in separate business units at your organisation.

Item Maintenance - Sales tab key fields and buttons

Fields

Field	Description
Business Unit	Select the business unit to view sales for the selected item. To configure business units, see the Synergetic Financial Configuration - Business Units tab in the Finance manual.
Charged Sales	Select to display sales that have been closed off.
Un-charged Sales	Select to display sales that have not been closed off.

Grid area fields

Field	Description
Pay Mthd	Method of payment for the sale of the stock item. This is usually cash, credit, cheque, general ledger or debtor invoice.
Chg ID	Synergetic identifier of the debtor charged for the sale of the selected item.
Name	Name of the debtor charged for the sale of the selected item.
Cust ID	Customer identifier and name of the community member you sold the selected stock item to. The customer details are always displayed; however the debtor details are only displayed if the debtor was charged for the sale.
Name	Name of the community member you sold the selected stock item to.
Date	Date of the sale.
Business Unit	Business unit the item was sold from.
Qty	Number of items sold.
Unit Price	Price per unit for the item.
Tax Code	Code for the tax treatment for this item.
Tax Amt	Amount of tax calculated based on the unit price, quantity and tax code.
Disc	Discount amount based on the percentage or dollar amount applied to the stock item.
Ext Price	Price for the number of this stock item being bought in this transaction, after discount.
Ext Cost	Wholesale cost of the sale.
Oride Description	Description of item sale.
Charged	Identifies whether the sale has been processed via the sales close off.
Sale Seq	Unique identifier used by Synergetic for the sale.
Line	Line number within the sale. For example, line 2 is the second lot of goods in the sale.
Operator	Operator who conducted the sale.

Buttons

Button	Description
	Launch into Debtor Maintenance for the highlighted sale, if the sale was charged to a debtor. See Maintaining debtors in the Debtors manual.