Read Sales View
Sales View has two sections on one screen: Customer Relationships, which ranks your top 10 customers, and Order to Fulfilment, which shows how much of your ordered value has been delivered. This page explains what each figure means, how to open the invoices behind it, and how to refresh it.
Video coming soon: Tour of Sales ViewGo to Biz View › Sales View. The figures are for the business unit you are working in, in its currency. Large amounts are shortened, for example 1.20L or 24.11Cr in India. Hover a figure to see the exact amount.
Customer Relationships
The section is headed Customer Relationships, with the line "Top 10 · sales, receivables & open orders in one view".
The two tiles
Two tiles sit at the top.
- Receivable: what customers owe you now. It counts invoices that are Open or Partial Paid, with tax. Under it, in red, is how much of that is overdue: invoices whose due date has been reached. If nothing is overdue the line is not shown.
- Open Orders: the value of sales orders that are still open, plus the part of partly delivered orders still to deliver. The tile says "ordered · not yet billed".
The tiles add up the customers listed below them. They can be lower than the Accounts Receivable bar on My Biz, which counts every customer.
The customer list
One row per customer, with up to 10 rows. Each row has the customer's initials, its name, a bar split into Current, Overdue and Open order, and three columns. Hover a column name to see what it means.
| Column | Shows |
|---|---|
| Share | The customer's share of all your sales over the last 12 months. A dash means no sales to this customer in that time. |
| Receivable | What the customer owes now, current plus overdue. A dot beside it means part of it is overdue. Hover for the two amounts. |
| Open | The value of orders still open, as described for the Open Orders tile. |
The bar of each row is drawn against the customer with the largest total, so you can compare customers at a glance.
Customers are ranked by what is live with them now: Receivable plus Open. When two are equal, the one with more sales comes first. The list is put together from your ten biggest customers by sales, by receivable and by open orders, then ranked by the live total and cut to ten.
Share covers the last 12 months. Receivable and Open are balances as of now, not for a period.
Open a customer's invoices
Click a row to expand it. You see the customer's Current, Overdue and Open orders amounts, then a list headed "Outstanding receivable documents". Each line has the invoice number, its due date, a badge that reads current or Nd overdue, and the amount still pending. The earliest due date comes first. Only invoices that are Open or Partial Paid are listed, and up to 100 of them.
Click an invoice number to open the invoice. Click the row again to close it. A row that has no customer record behind it, for example one that shows only sales, does not expand.
Find any customer
The box at the top reads "Find any customer…". Type a name and pick one, even if the customer is not in the top 10. Its row appears above the list, already expanded, showing its Receivable and Open figures. The two tiles and the top 10 list stay as they were. Click Clear to remove it.
If the customer has nothing outstanding and nothing on order, it says "No outstanding or open items for this customer."
Order to Fulfilment
The second section is headed Order to Fulfilment, with the line "Sales order → delivery". A ring shows the Fulfilment Rate: the value delivered divided by the value ordered over the last 12 months, by order date. Orders that are Open, partly delivered, fully delivered or closed are counted. Orders in any other state, such as cancelled, are left out.
Under the ring a pill says On Track with the threshold, for example "On Track (≥85%)", or Below Threshold with the threshold, for example "Below Threshold (<85%)".
| Ring colour | Means |
|---|---|
| Green | The rate has reached the threshold. |
| Amber | Below the threshold, but 50% or more. |
| Red | Below 50%. |
Beside the ring, a panel lists these amounts, which include tax:
| Line | Shows |
|---|---|
| Total SO Amount | The value of the sales orders counted. Its percentage is 100%. |
| Delivered | The value delivered, including the delivered part of partly delivered orders, with its percentage of the ordered amount. |
| Pending | The value still to deliver, with its percentage of the ordered amount. |
| Total Invoiced | The value of the invoices dated in the same period, voided ones left out. It is a separate total, so it has no percentage. |
Under them are the Fulfilment Rate, the Threshold and the Status, which is Fulfilled when the rate reaches the threshold and Pending when it does not.
Change the threshold
The Threshold starts at 85%. Type a number from 1 to 100 in the Threshold box at the top right of the section and click Apply. The ring, the pill and the Status update. The threshold goes back to 85% when you leave the page or reload it.
Video coming soon: Change the fulfilment thresholdRefresh and period
- A refresh button at the top right of the first section shows how long ago the figures were updated, such as "Updated 2m ago". Hover for the exact time. Click it to refresh at once.
- Sales View refreshes by itself every 5 minutes while it is open. When you come back to it you see the last figures straight away, and they update behind.
- A Time period box shows Last 12 Months but is switched off. You cannot change the period here. For another period, use the sales reports.
Who can do what
Access is per role: View or Add/Edit. Sales View only needs View. There is nothing to add or edit on it.
| You want to | You need |
|---|---|
| Open Sales View | View on Sales View |
| Search for a customer | View on Customers |
| See the invoices when you expand a row | View on Invoices |
| Open an invoice from the list | View on Invoices |
A tab you do not have access to is not shown. If you open the page without access, you see a "no access" page. Ask your administrator to change your role.
If your role is limited to its own records, the Receivable amounts count only the invoices you created.
On mobile
Same on iPhone and Android. Sales View is a tab on the Dashboard screen, in the strip with My Biz, Purchase View and Sales Pipeline. Tap a tab or swipe sideways. The strip shows only the views your role can open.
- The same two sections, laid out as cards. Each customer is a card with its initials, name, the bar, and the Receivable, Open and share figures. Tap a card to expand it. It shows the same amounts and an "Outstanding invoices" list. Tap an invoice number to open the invoice.
- Tap the magnifier in the section header to find any customer. The customer you pick takes the place of the two tiles, already expanded. Tap the cross to clear it and bring the tiles back.
- Order to Fulfilment has a button showing the threshold, such as 85%. Tap it, enter a whole number from 1 to 100 in Fulfilment Threshold, and tap Apply. Apply stays off until the number is valid.
- Pull down to refresh, or tap the refresh button at the top. A "Last updated" line shows the time. There is no period box, it is always the last 12 months, and it does not refresh by itself.
The Android app is on Google Play. The iPhone app is coming soon to the App Store.
Problems and fixes
It says "No customer data available."
There are no unpaid invoices, open orders or sales in the period yet. It fills in once you have invoices or sales orders.
A customer I know is not in the list
Only 10 customers show. Use the Find any customer box to look up any other.
I click a customer and it says "Couldn't load documents."
Your role may not have View on Invoices. Ask your administrator.
The status says Pending although most orders are delivered
The status is Fulfilled only when the rate reaches the threshold. Lower the threshold, or deliver more.
The figures look old
Click the refresh button, or pull down on the phone. The time next to it shows when they were last updated.
Related
- Sales View overview
- Purchase View, the same screen for suppliers
- Dashboard
- Sales orders