Managing Sales Transaction Records

Sales transaction records or items, in doogiePIM, can be added, edited and deleted. Each operation can be done only when you are in the Finance section.

To Go To The Finance Section

Either:
Choose from the Main Menu "File/Go To Section/Finance", or
Click on the Main Section Toolbar icon: Finance

To Add A New Sales Transaction

First ensure you have selected a "Sales" folder from the Navigator.

By default, these folders are the green folders, but may be customized in colour and text format, then either;

Choose from the Main Menu "Transactions/Add a New Sales Transaction", or
Right Click on the Transactions List and choose "Add a new Sales Transaction", or
Click on the Transaction items toolbar icon: "Add a New Sales Transaction"

With the record's details window is open, fill in the input boxes and edit the details as needed:

When you are satisfied with the details you have entered, click on Save to save the details or click on Cancel to cancel any changes made.

To Select A Sales Transaction

Left click on the Transactions List where the Transaction Record is displayed. The record is selected when it's highlight colour is shown. Only the main
transaction is displayed in the list grid. In order to see the details lines of the Sale, look at the lower part of the display where the details tabs are located
and click on the "Transactions" tab. This lower grid will then display the product transaction lines inside that Sale.

To Edit An Existing Sales Transaction's Details

Either:
Choose from the Main Menu "Transaction/Edit Selected Transaction", or
Click on the Records Toolbar icon: Edit Selected Transaction (located above the Transactions List), or
Double Click on the Transaction in list view.

The operation of editing is the same as adding. See the details above for more information.

To Delete An Existing Sales Transaction

Either:
Choose from the Main Menu "Transaction/Delete Selected Transactions", or
Click on the Records Toolbar icon: Delete Selected Transactions (located above the Transactions List)