There is only one way to access Sales By Transaction Screen.

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

Step 2. User click "Sales by Transaction" then it will open new screen to the information of "Sales by Transaction".

1.All Transaction: Click on dropdown. It will display different options. Choose you want.

2.Search by Txn or PO number: User enter "Txn Or PO" number in this search bar.

3.Export to Excel: User click "Export to Excel" button then it will download the Excel file.

4.Customer: User can see "Customer" name in this field.

5.Txn Type: User can see "Txn Type" in this field.

6.Txn Number: User can see "Txn number" in this field.

7.PO Number: User can see "PO Number" is this field.

8.Date: User can see "Date" of transaction in this field.

9.Total Amount: User can see "Total Amount" in this field.

10.Balance Amount: User can see "Balance Amount" in this field.

11.Edit: User click "Edit" button then it will open new screen to update the information of "Sales order".

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

1.Estimate: If users will select the Estimate transaction from the drop down list then the system will display options related to sales estimates.

2.Sales Order: If users will select the Sales Order transaction from the drop down list then the system will display options related to sale order.

3.Invoices: If users will select the Invoices transaction from the drop down list then the system will display options related to invoices.

4.Receive Payment: If users will select the Receive Payment transaction from the drop down list then the system will display options related to received payment record.

5.Return: If users will select the Return transition from the drop down list then the system will display options related to sales returns.

6.Receivable Transaction: If users will select the Receivable Transaction from the drop down list then the system will display options related to received transaction record.

Step 4. User click "Edit" button then it will open new screen to update the information of "Sales order".

1.Customer: User select the "Customer" name in this dropdown list.

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

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

4.TxnNumber: User can see generate the "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 select the "Due Date" in this field.

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

9.Payment Term: User click on dropdown and select the "Payment Term".

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

11.Shipping Method: User click on dropdown and select the "Shipping Method".

12.Sales Rep: User click on dropdown and select the "Sales Rep".

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

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

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

16.Project / Job: User click on dropdown and select the "Project".

17.Item: User click on dropdown and select the "Item Code".

18.Description: User enter the "Description" in this text field.

19.Qty: User update the "Quantity" in this field.

20.Rate: User update the "Rate" in this field.

21.Amount: User can see total "Amount" in this field.

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

23.Add More:

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

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

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

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

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

29.Total: User can see "Total Amount" of item in this field.

30.Customer Message: You can see "Customer Message" in this field.

31.Memo: User enter the "Message" of item in this field.

32.Copy: User click "Copy" button then it will open new window to same "Copy" of the invoice of sale order.

33.Delete: you can click "Delete" button all records of item is deleted.

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

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

36.Send Email: User click "Send Email" button then it will show the format to send the Email.

37.Upload Button: This field will show to drop and upload the image.

Step 5. User click "Copy" button then it will open new window to the same "Copy" of sale order screen.

Step 6. User click "Print" button then it will open a new window to generate the print report.

Step 7. User click "Print Picking" button then it will open a new window to generate the "Print Picking" report.

Step 8. User click "Send Email" button then it will show the format to send the Email.