Sales Management

Add, view, and manage sales records, generate invoices, analyze sales performance, and export sales data for reporting and compliance.

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Core Features

Complete sales management and analytics

Sales Analytics Dashboard

View total sales, revenue, and recent sales trends with visual reporting.

Invoice Generation

View, print, email, and download tax-compliant invoices automatically.

Sales List Management

Browse, search, and filter sales records with customizable columns.

Export Controls

Export sales data to CSV or PDF, or print reports for compliance.

Column Customization

Choose which fields to display, including custom order/product fields.

Pagination & Sorting

Navigate large sales datasets and sort by any field easily.

Key Workflows

Add Sale

  1. Select a quote/order ready for invoicing
  2. Review details and submit to create a sale record
  3. Invoice is automatically generated and available for download

View Invoice

  1. Click the actions button to open the invoice modal for any sale
  2. Use print, email, or download options as needed
  3. Share tax-compliant invoices with customers instantly

Export/Print

  1. Use export controls to download sales data
  2. Print reports for compliance and record-keeping
  3. Share data with accounting systems and stakeholders

Ready to Track Your Sales?

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