...
The page can be accessed via the “Sales & Distribution” menu option.
...
Sale List
...
Create Sale
...
You need to have the “Create sales” permission to see this button.
This action is to open the Create Sale form popup where you can create a new sale for a Person or Company account.
To create a new sale, you need to fill all mandatory information which is marked with asterisk in the form.
...
Edit Sale
...
You need to have the “Update sales” permission to see this button.
This action is to open the Update Sale form popup where you can adjust information of the sale.
...
Delete Sale
...
You need to have the “Delete sales” permission to see this button.
This action is to completely delete a sale. Before processing this action, you need to confirm via a Confirmation dialog.
...
In the Sale list, you can perform following actions:
Create a Note (Similar to https://contemi.atlassian.net/l/c/aPp0vcRb)
List View
...
This action allows you to switch to the Card view.
...