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Sales Datatable

Sales Data Table

The Sales Data table in IK Tech POS provides a detailed overview of all sales transactions, allowing users to manage invoices, track payments, and perform various actions efficiently. This section explains the different columns, available actions,and the search functionality to filter data quickly.

  • Go to the Sidebar Menu and click on Sales.
  • Choose Sales from the dropdown menu. The sales table will appear, displaying a list of all sales transactions.

Understanding the Sales Table:

The Sales table displays all sales transactions with key details. Below are the column headers and what they represent:

  • ID: A unique transaction ID assigned to each sale.
  • Date: The date and time when the sale was recorded.
  • Customer Name: The name of the customer who made the purchase.
  • Sales Category ID: You can select the if the sale is a general, retail, or wholesale sale.
  • Sales Source ID: Shows if the sale was done in-store, online, or by phone.
  • Reference A reference or note associated with the transaction.
  • Total The total amount before tax and discounts.
  • Tax The tax amount applied to the transaction.
  • Discount Any discount applied to the transaction.
  • Grand Total The final total after adding tax and subtracting any discounts.
  • Paid The amount already paid by the customer.
  • Status The payment status of the transaction, which can be: o Paid (Green) – Fully paid transactions. o Due (Red) – Payments that are still pending.

Tip: You can add or remove columns by selecting the blue Columns button, hold the Control key (or Command key for Apple laptops), and select the column you would like to add or remove.

Actions Column:

There are seven actions available for each transaction, allowing users to manage sales efficiently:

  1. View Invoice – Opens the detailed invoice for the transaction.
  2. View Payments – Displays the payment history related to the transaction.
  3. Add Payment – Allows users to add a payment if the transaction is not fully paid.
  4. View Document – Opens any associated documents or receipts.
  5. Clone – Creates a duplicate of the transaction, useful for repeat orders.
  6. Edit Invoice – Enables modifications to the transaction details.
  7. Delete Invoice – Permanently removes the transaction from the system.

Search & Filtering

At the bottom of each column, there is a search bar that allows users to filter sales data easily. Users can: - Search by Transaction ID, Customer Name, or Reference. - Filter transactions within a specific Date Range. - Search for sales within a particular Total, Tax, Discount, or Grand Total range. - Filter transactions based on Payment Status (Paid/Due).

The Sales Data table provides a comprehensive view of transactions, offering detailed records, multiple management actions, and advanced search functionality for efficient sales tracking.