A guide to the sales list

The sales list is an overview of all the sales created in your system. To find the sales list, click [Sales] in the menu to the left.

You can find different options for filtering and customization by clicking on the gear wheel. By tapping the three dots next to + New sale, you will find options such as export and deleting multiple sales.

If you need to filter out an exact part of the current list, you can use filters. Here you can choose between different predetermined filters.

In columns, you decide which fields you want to be visible in the sales list. There is no maximum limit to the number of rows you can have visible.

If you want an extra field that is not part of the predetermined columns, you can create a custom field in the list in question. For example, if you want a visible column that provides more information about the progress of the sale, create a custom field on Sales in [Settings]. Then go back to the customer list, check the new field Clarification, which is then located at the bottom of the rows.

💡 Tip: All custom fields that are created will automatically be added to rows.

In sorting, you can choose how you want to sort the list. On the sales list, you have several options for sorting. You can also choose whether the order should be descending or ascending.

You can export the sales list without a filter or export parts of the sales list if you wish. You choose which rows to include in the export and how much data you export.

If you want to delete one or more sales at the same time, this can easily be done from the sales list. To do this, you must first check all the sales you want to delete.

Tap the three dots next to + New sale, then Delete selected sales.

Press Delete to permanently delete the sales.