The first row of the sales table is the data input row (see figure above). This row is marked with an * at the beginning and has a gray background. You will find the note “Click here…“ at the beginning of the line. To create a new entry for the table, please click on this line. The line then changes thus: 

 

The line marker changes to a red exclamation mark and thus indicates one or more errors in the line. At this point this is normal, as the row is still empty and does not represent a complete data set.

 

Each column with a red exclamation mark means that data needs to be entered. As soon as a valid value has been entered, the exclamation mark disappears. If you have entered the data in each column, the red marker will disappear. This means the row is accurate and can be adopted.

 

The background of the row is blue, which indicates that this row is currently processed.

 

 

 

 

While you move from column to column to enter your data, drop-down lists will make it easier for you. No column can remain empty. Here is a detailed function description of each column:

 

• Article No. / EAN / ISRC:

 

 

In this column you will find a drop-down list which lists all article numbers, EAN and ISRC codes that you have imported from external products. Here you can choose the appropriate entry. You can also add a new, unknown value for a product that has not been imported yet (see column “Title“).

 

 

• Title:

 

The column “Title“ is a text column, which updates automatically, after you selected an entry in the column „Article No./EAN/ISRC. The product title will be added automatically, based on the selection. If you entered a new, unknown value in the column “Article No./EAN/ISRC“, you need to enter a product title manually. Once a product title is entered, the exclamation mark disappears when clicking into the next column.

 

• Sales date:

 

 

This column is a drop-down list where you can select the sales date. You also have the possibility to enter the date manually. Once you’ve made your selection, the exclamation mark will disappear.

 

• Units:

 

The column “Units“ only accepts numerical entries. Please enter the sold units of a product here. Once you’ve made the entry, the exclamation mark will disappear when clicking into the next column.

 

 

• Sales price:

 

This column only accepts numerical entries. Please enter the total sum of product sales here. This price will not be multiplied by units!

 

 

• Currency:

 

 

In this column you will find a drop-down list, where you can select the currency which represents your sales data. Depending on the selection in this column, the column “Exchange rate (EUR)” will update automatically.

 

• Exchange rate (EUR):

 

 

 The column “Exchange Rate (EUR)“ only accepts numerical entries. After you have selected the currency, this column automatically displays today’s currency exchange rate to EURO. You can also overwrite this value manually.

 

• Sales territory:

 

 

In this column you will find a drop-down list from which you can choose the country in which the sales occurred.

 

• Shop:

 

In this column you can enter the shop in which the sales occurred.

 

• Accounting period:

 

 

In this column you will find a drop-down list that displays all months of this year. Please select the month for which you want to process the accounting of the sales.

 

 

• Distribution type:

 

 

 In this column you will find a drop-down list where you can choose the distribution type of your product.

 

 

If you have entered data into all columns of the new row, all exclamation marks and error marks will disappear. See figure below:

 

 

Leave the row by clicking or scroll to the top to add a new row. All new rows are highlighted in green. This means that they have been newly created and not been saved yet. Only once you click “Save”, the row will be adopted.

 

 

 

 

 

After saving, data lines can have different colors:

 

• White background:         The product for this revenue is identified. The accounting process is carried out according to the chosen accounting period. The data can be changed until the final accounting process.
• Red background:             The product for this revenue is unidentified. A correspondent product needs to be created manually or with the Product Import Wizard. The accounting process will then be carried out according to the chosen accounting period, once the product has been added. The data can be changed until the final accounting process.
• Gray background:           The revenues of this data row have already been accounted and cannot be changed anymore.           

 

Related Topics

6.5 Sales Table