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Sales View

Sales View shows your top 10 customers on one screen: what each one owes you, what they have on order and how much of your sales they make up. Below that, it shows how much of the value you have ordered has been delivered. It sits next to My Biz under Biz View, so you can read the dashboard and then look closer at your customers.

Video coming soon: Sales View in 2 minutes

Where it fits​

Sales orderDeliveryInvoicePayment receivedSales View

Sales View does not create anything. It reads the sales orders and invoices you already have and adds them up by customer. For the whole business on one page, open the Dashboard.

What you can do​

See who owes youThe two tiles and the ranked customer list: receivable, overdue and open orders.
Open a customer's invoicesExpand a row to see the unpaid invoices behind its figure.
Find any customerSearch a customer that is not in the top 10.
Check order fulfilmentHow much of your ordered value is delivered, against a threshold you choose.

Who can do what​

Access is per role: View or Add/Edit. Sales View only needs View, and it has nothing to add or edit.

You want toYou need
See the Sales View tab and open itView on Sales View
Search for a customerView on Customers
See a customer's invoices when you expand a rowView on Invoices

A tab you do not have access to is not shown. Your administrator sets this under the role. See Read Sales View for the detail.

On mobile​

Same on iPhone and Android. Sales View is a tab on the Dashboard screen of the mobile app, with the same two sections as the web. See Read Sales View for how it works on a phone.

The Android app is on Google Play. The iPhone app is coming soon to the App Store.

Who uses it​

Business owners see which customers matter most and who is late. Sales managers check how much of the orders is delivered. Accounts follow up on overdue invoices customer by customer.