Warehouse Sales is where you have the opportunity to find everything related to your sales in Adversus.
Please note that you can turn on Product mode in Warehouse Sales. The functionality we're describing below is the same regardless which mode you're using - the difference is that Product mode shows your sales on a product level (1 row per sold product), whereas the default mode (1 row per total order, e.g., 3 Nike T-shirts + Nike sneakers).
Please Note: In order to access Warehouse Sales an Admin user or the permission "Sales" is required.
Go to Warehouse in the menu on the left and choose Sales.
As the default view, the Warehouse table shows you all sales in Adversus without any filtering. You can customize your view, save the view and trigger actions from the menu on the right side. Let's dig into that:
Filters
Use filters to narrow your search and locate the specific sales you're looking for, e.g., Products = Nike T-shirt.
It's also possible to filter based on your custom lead and/or result fields. Go to the bottom and click Add a contact filter and choose the field you want to filter based on.
Columns
From the Columns tab, you decide the data you want to show in the table by adding relevant fields. If you'd like to lock a column, so it's always visible for your user when you enter Warehouse Sales, click the lock icon. If you, on the other hand, would like to remove it from the table, click on the X.
Actions
If you'd like to perform an action for the sales located in the Warehouse view, go to the third column named Actions. From here, you have several possibilities:
Change status
Change the status of sales to either Created, In progress, Success, Cancelled, Approved or Rejected.
Change ownership
Change the owner of the sale to a specific user of your choice.
Views
You can find all of your Warehouse Sales views under the Views column.
If you have filtered and column'ed your way to the perfect view and would like easy access to it in the future, you can save it by clicking Save view in the top right corner.
Give it a cool name and choose if it's a private and/or favourite view.
You can also export the view as a one-time export by clicking Export and Now, or you can set up a Scheduled export to receive it automatically whenever you'd like. Read more about automated reports.