Sales overview

The Sales overview form shows a range of information about sales offers and sales orders. You can use this information to create your own overviews if you are using the standard list functions and reporting options. You can also use Lookup to retrieve detail information when you are on the form.

Use presets to determine the information displayed:

Default selection

Current sales offers

Current sales offer lines

Current sales orders

Current sales order lines

Shipping schedule

Offer intake

Order intake

Sales offer turnover planning

Sales order turnover planning

Sales lines

Use the Update statuses process in the Edit menu to update the status of one or more lines. Depending on the lines you select, you can update the status of any or all sales lines (of a sales offer or order) and/or the status of a production file.