CONTENTS
- Overview
- Example of Use
- Screen - Sales Indicators
- Screen - Apply Filters
- Tables
01. OVERVIEW
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TOTVS Sales Management is available from release 12.1.33 onwards. |
The Home Menu allows viewing all Sales Indicators, displaying onscreen the Cards and Charts related to the Sales Order Items. Moreover, you can filter the indicators by selecting a period for the query.
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02. EXAMPLE OF USE
See below a practical example of how to use Sales Indicators.
03. Screen - Sales Indicators
When you access TOTVS Sales Management for the first time, you must select option Apply Filters to be able to view your Sales Indicators.
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The Sales Indicators will be updated every time you access the Home menu. |
04. Screen - Apply Filters
When you select the option Apply Filters, you can enter a Start Date and an End Date for the filter, as well as select one of the Comparison Format options, which are:
Annual
When using this comparison format, you may select a period of up to ten (10) years.
Monthly
When using this comparison format, you may select a period of up to twelve (12) months.
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| title | Initial Date and Final Date |
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The system always uses the first and the last day of the months selected. |
05. TABLES
- SC5 - Sales Orders.
- SC6 - Sales Order Items
- SC9 - Orders Released
- SD2 - Invoices Sales Items
- SF2 - Outgoing Invoices Header
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