To search and view documents, open management section and select documents menu.
Documents screen will open, allowing you to search and edit documents.
Searching documents
On the left side, you can find all relevant fields to search documents by:
- Customer
Filters all documents created for selected customer - Product
Filters all documents where specified product exists - Document type
Filter document types (e.g. view sales or view inventory counts only) - User
Filter documents created by specified user - Cash register
Search by cash register - Paid status
Filter paid or unpaid documents only - Document number
Search by document number - External document
Search by external document number (e.g. supplier's invoice number) - Period
Search document within specified date range
TIP: To reset search parameters, click "Clear all filters" button
Edit document
To edit a document, select it in document list and do one of the the following:
- Click the "Edit" button
- Double click selected document in a list
- Right click and select "Edit" from context menu
Document will open in a new tab.