Daily Sales Entry Overview | Zayls

by Jerome Tan
2 months ago
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Knowledge Base Sales | Daily Sales Entry Overview

Daily Sales Entry Overview

A  Daily Sales Entry (DSE) is a document to record daily sales of a business. 

In this listing page, you will be able to see all Daily Sales Entries and summarized details such as the Daily Sales Entry number, the status of the Daily Sales Entry and other components of the transaction. 

You can filter records in two ways:  

  • Search by DSE #, Reference # 
  • Using Filters 

 

Search by DSE #, Reference #: 

  1. Go to Search by DSE #, Reference # box at the top of the Daily Sales Entry list.  
  2. In theSearch by DSE #, Reference #box, type the daily sales entry number or the reference number you are searching for. The list will load the moment you stop typing.  
  3. Click the DSE # to see the daily sales entry details.  

Using Filters: 

  1. Click  Filters  beside the  Search by DSE #, Reference # box.It will show you several parameters that will help to narrow down results.  

Filters: 

  • Transaction Date From – will show records starting from the date selected 
  • Transaction Date To – will show records up to the date selected 
  • Customer - will show records involving the customer selected 
  • Status – will show records with the status (Recorded, Voided) selected

Filters can be used simultaneously to narrow down results.

Export Daily Sales Entries to PDF or Excel:

  1. In the Daily Sales Entry Overview, click Export. 
  2. There are three Export options: Export to PDF, Export to Excel, and Export to Excel (Detailed). Click your desired format. 
  3. Upon clicking your desired formatthe file will be automatically downloaded to your computer.