Transactions List
This step-by-step guide describes how to use the transaction list page.The table on this page shows all transactions that match the search criteria. Most of the data associated with each transaction is shown in this table. The product columns in this table are limited to the distinct products from each transaction in the list. The quantity of each product is shown in these columns per transaction. If a transaction does not have any quantity of a product from another transaction then an empty cell is shown.
Search Step-by-step guide
- Navigate to the transaction list via the main menu: Transactions → Transactions.
- Specify a Start Date and End Date to filter transactions by their Ship Date.
- Enter a Text Search to filter transactions by their Transaction No. or Reference No.
- Filter the transaction types by selecting one or more transaction types using the Type field.
- Filter the transaction statuses by selecting one or more statuses using the Status field.
- Filter the transaction line item products by selecting one or more products using the Product field.
- Filter the transaction Customer or Supplier by selecting one or more contacts using the Customer/Supplier field.
- Filter the transaction destination by selecting one or more addresses using the Destination field.
- The search criteria will apply automatically. Click the Refresh button to refresh the results using the current search criteria.
Edit a Transaction
To modify an existing transaction click the Transaction No. drop-down and select the Edit option.
Delete a Transaction
To delete a transaction click the Transaction No. drop-down and select the Delete option.
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