💰 Accessing the Sales Tool
To get started, navigate to the Home page and click Sales in the top menu.
At the top of this page, you will see three primary tabs:
- Sales: Your primary workspace for uploads and management.
- Timeline: A visual tool for income tracking and reporting coverage.
- Sales Explorer: A deep-dive tool for analyzing raw sales data.
📋 Sales Statement List View
This view allows you to manage individual files and track their progress through the system.
Core Actions
- Upload Sales: Click this button to open a modal where you can drag and drop files or select them from your local computer.
- Review New Catalog from Sales: Use this button to manage any unmapped sales data found within your uploaded files.
- Search & Filter: Use the search bar to find specific files by File Name, Status, File Source, Upload Date, Report Date, or Net Amount.
- Sorting: You can sort the table by Status, Upload Date, File Source, or Report Date to organize your workflow.
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Tone Tip: Click the funnel icon on the Upload Date, Net Amount (Original Currency), Net Amount, Payment Received, or Mode column headers to filter the table directly by that column, the same way the other columns already work.
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Note: There isn't currently a bulk-download button for your raw uploaded sales files. You can download files one at a time from the (...) menu on each row, or export processed data in bulk via a CSV from the Navigating the Sales Explorer.
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Understanding the Data Columns
- File Name: The name of the uploaded statement.