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Version: 1.0.77

Sales Reports & Audit History

The Sales module keeps a record of what changed on every document and reports on the pipeline as a whole.

At a glance​

fa-pencil | Someone changes a document | A quotation, order or invoice is edited.
fa-camera | Before and after recorded | The old and new values are stored.
fa-history | Audit history | The trail is readable on the document.
fa-bar-chart | Reports | The pipeline is summarised across documents.

Audit history​

Every sales document carries an Audit History. Each entry records:

  • The action — a creation, an edit, or a status change.
  • What changed — the fields, with the value before and the value after.
  • Who made the change.
  • When it happened.

Status changes are recorded explicitly, so a document's path — DRAFT to SENT to APPROVED — is readable as a sequence rather than inferred from its current state.

tip

When a customer disputes a price or a delivery date, the audit history on the document usually settles it faster than searching email.

Reports​

The Reports tab summarises the sales pipeline, drawing on the same documents the worklists use, so the numbers reconcile with what the team sees day to day.

Access requires access_sales_reports.

Cancelled documents are excluded from the totals, so a cancelled order does not inflate the pipeline.

Customer sales history​

Each customer has a sales history view covering their documents and transactions in one place — what they have been quoted, what they ordered, what was invoiced and what they have paid, together with their credit position.

tip

Open the customer's sales history before approving a discount or a credit override. It shows in one screen whether this is a reliable payer or one already running at their limit.