There is only one way to access the Search Sales Transaction Screen.

From Left menu by clicking on Sales -------> Search Sales Transaction 

Step 2. Users click "Search Sales Transaction" then it will open a new screen to show the records of "Search Sales Transaction".

1.Doc Type: This Dropdown will show data of the selected transaction from the drop-down list which includes the following terms.

2.Doc Date: Users can enter the "Doc Date" in this field.

3.Txn Number: Users can enter the "Txn Number" in this field.

4. Reference no: Users can enter the "Reference no" in this field.

5.PO Number: USers can enter the "PO Number" in this field.

6.SalesRep: Users click the dropdown and select the "SalesRep" in this field.

Billing 

Customer Name: Users can enter the "Customer Name" in this field.

7.Street Address: Users can enter the "Street Address" in this field.

8.City: Users can enter the "City Name" in this field.

9.State: Users can enter the "State Name" in this field.

10.Zip Code: Users can enter the "Zip Code" in this field.

11.Country: Users can enter the "Country Name" in this field.

12.Contact Person: Users can enter the "Contact Person" in this field.

13.Phone: Users can enter the "Phone" in this field.

14.Email Address: Users can enter the "Email Address" in this field.

Shipping 

15.Customer Name: Users can enter the "Customer Name" in this field.

16.Street Address: Users can enter the "Street Address" in this field.

17.City: Users can enter the "City Name" in this field.

18.State: Users can enter the "State Name" in this field.

19.Zip Code: Users can enter the "Zip Code" in this field.

20.Country: Users can enter the "Country  Name" in this field.

21.Contact Person: Users can enter the "Contact Person" in this field.

22.Phone: Users can enter the "Phone no" in this field.

23.Fax: Users can enter the "Fax" in this field.

24.Email Address: Users can enter the "Email Address" in this field.

25.Tracking Number: Users can enter the "Tracking Number" in this field.

26.Search Button: Users select the transactions from the Doctype drop-down list then click the "Search" button it will show the records of selected transactions.

27.Txn Number: Users can see the "Txn Number" in this column.

28.Txn Type: User can see the "Txn Type" in this column.

29.Customer Name: Users can see the "Customer Name" in this column.

30.Contact Person: User can see the "Contact Person" in this column.

31.Date: Users can see the "Date" of the transaction in this column.

32.Ref Number: Users can see the "Ref Number" in this column.

33.Billing Address: Users can see the "Billing Address" in this column.

34.Shipping address: Uses can see the "Shipping Address" in this column.

35.Total Amount: Users can see the "Total Amount" of the transactions in this column.

36.Tracking Info: Users can see the "Tracking Info" in this column.

37.Next Page Button: Move to the next page button.

38.Items Per Page: Users can view how many items to show on single page available options are 5,10,20.

Step 3. This Doc Type will show data of the selected transaction from the drop-down list which includes the following terms.

1.Doc Type: This Dropdown will show data of the selected transaction from the drop-down list which includes the following terms.

2.Doc Date: Users can enter the "Doc Date" in this field.

3.Txn Number: Users can enter the "Txn Number" in this field.

4. Reference no: Users can enter the "Reference no" in this field.

5.PO Number: USers can enter the "PO Number" in this field.

6.SalesRep: Users click the dropdown and select the "SalesRep" in this field.

Billing 

7.Customer Name: Users can enter the "Customer Name" in this field.

8.Street Address: Users can enter the "Street Address" in this field.

9.City: Users can enter the "City Name" in this field.

10.State: Users can enter the "State Name" in this field.

11.Zip Code: Users can enter the "Zip Code" in this field.

12.Country: Users can enter the "Country Name" in this field.

13.Contact Person: Users can enter the "Contact Person" in this field.

14.Phone: Users can enter the "Phone" in this field.

15.Email Address: Users can enter the "Email Address" in this field.

Shipping 

16.Customer Name: Users can enter the "Customer Name" in this field.

17.Street Address: Users can enter the "Street Address" in this field.

18.City: Users can enter the "City Name" in this field.

19.State: Users can enter the "State Name" in this field.

20.Zip Code: Users can enter the "Zip Code" in this field.

21.Country: Users can enter the "Country  Name" in this field.

22.Contact Person: Users can enter the "Contact Person" in this field.

23.Phone: Users can enter the "Phone no" in this field.

24.Fax: Users can enter the "Fax" in this field.

25.Email Address: Users can enter the "Email Address" in this field.

26.Tracking Number: Users can enter the "Tracking Number" in this field.

27.Search Button: Users select the transactions from the Doctype drop-down list then click the "Search" button it will show the records of selected transactions.

28.Txn Number: Users can see the "Txn Number" in this column.

29.Txn Type: User can see the "Txn Type" in this column.

30.Customer Name: Users can see the "Customer Name" in this column.

31.Contact Person: User can see the "Contact Person" in this column.

32.Date: Users can see the "Date" of the transaction in this column.

33.Ref Number: Users can see the "Ref Number" in this column.

34.Billing Address: Users can see the "Billing Address" in this column.

35.Shipping address: Uses can see the "Shipping Address" in this column.

36.Total Amount: Users can see the "Total Amount" of the transactions in this column.

37.Tracking Info: Users can see the "Tracking Info" in this column.

38.Next Page Button: Move to the next page button.

39.Items Per Page: Users can view how many items to show on single page available options are 5,10,20.

Step 4. Users click "Txn Number" then it will open a new screen to update the Estimate Record.

1.Customer: Users can select their customers to whom they are generating a sales estimate from this list.

2. Ship To: User clicks on the dropdown and select the "Recipient".

3.Date: Users select the "Date" in this field.

4.Txn Number: Users can see auto-generate "Txn Number" in this field.

5.Billing Address: User update the "Billing Address" in this text field.

6.Shipping Address: User update the "Shipping Address" in this text field.

7.Due Date: User selects the "Due Date" in this field.

8.PO Number: User enter the "PO Number" in this field.

9.Payment Term: Users can select the payment term which will be different for every customer based on company criteria. Available terms are Net 0 = payment on time, Net 15 = payment in 15 days, Net 30= payment in 30 days.

10. Payment Method: User clicks on the dropdown and select the "Payment Method".

11.Shipping Method: This drop-down list will show you company names through which your products will be shipped.

12.Sales Rep: You can select your sales representative which will be dealing with customers to whom you are generating Sales Estimate.

13.Site/Location: Users click on the dropdown and select the "location".

14.Ship Date: Users select the "Ship Date" in this field.

15.Required Date: User selects the "Required Date" in this field.

16.Project / Job: User clicks on the dropdown and selects the "Project".

17.Item: This column will display products for which you are generating a Sales Estimate.

18.Description: If users want to enter product/item description then it will be entered in this field.

19.Qty: Users will enter the Quantity Number of the product in this field.

20.Rate: Users will enter the Rate of a single quantity in this field.

21.Amount: This field will show the total amount of the product.

22. Delete: you can "Delete" Specific row. 

23. Add More: This button will add more items to the list.

24.Sub Total: Users can see the "Sub Total" amount in this field.

25.Shipping Charges: Users can update the "Shipping Charges" in this field.

26.Others: Users can enter "Other details" in this field.

27.Discount Percentage: Users can enter the "Discount Percentage" int this field.

28.Discount Amount: Users can enter the "Discount Amount" in this field.

29.Total:  This field will show the total amount of the products selected.

30.Customer Message: If the user wants to enter any message for the customer then it will be entered in this field.

31.Memo: Users will enter a Memo to the customer in this field.

31. Save & Close: If you click "Save & Close", then it will redirect to the list page of the Customer Center screen.

32. Save & Continue: If you click "Save and Continue", then it will show you continue that you saved.

33. Convert To Order: When users click the "Convert to Order" button then it will Sales Estimate screen is converted to "Sales Order" screen.

34. Create Purchase Order: When user click the "Convert Purchase Order" button then it will Sales Estimate screen is converted to "Purchase Order" screen.

35.Copy: User click "Copy" button then it will create duplicate the same screen of Sales Estimate. 

36. Delete: User click "Delete" button then it will be deleted create screen.

37.Print: User click "Print" button then it will open a new window to show generate the report. 

38. Send Email: User click "Send Email" button then it will show the format of Email.

39.Upload File: User click "Upload" button then it will upload the image in this field.