Sales Document Grid Overview

Originally written by Luke Mavin. Published 22 May 2024 on the Motasoft VGM Help Centre.

Accessing Sales Documents

To access the sales documents grid:

1. Navigate to Financial in the top menu.
2. Select Sales Documents from the drop-down menu.

This will bring up the sales documents grid, where you can access different views using the tabs at the top:

• Invoices: View all sales invoices.
• Credits: View all credit notes.
• Quotations: View all sales quotations.
• All: A combined view of invoices, credits, and quotations.

Each tab provides an overview of the documents within that category, including information such as:

• Document value (1)
• Whether the document has been printed or emailed (2)
• Whether the document has been posted (3)
• For quotations, whether they have been converted into jobsheets or sales invoices (4)

Filters

In the top right corner, there are additional filters to help you find specific documents:

• Communication Status: Filter based on whether the document has been printed or emailed.
• Conversion Status: Filter quotations based on whether they have been converted.
• Posted / Not Posted: Filter based on whether the document has been posted.

Top Toolbar Options

From the top toolbar, you have several options for managing sales documents:

• New: Create a new sales document.
• Edit: Edit the selected sales document.
• Delete: Delete the selected sales document.
• Print: Print the selected sales document.
• Email: Email the selected sales document.
• Post: Post a selected invoice or credit.