Team Sales

Track and manage all sales across your team. View sales records, filter by various criteria, and manage sale statuses.

Accessing Team Sales

1. Ensure you're in your team account
2. Click Sales in the sidebar
3. The URL is /home/[team]/sales

Sales List

Table Columns

The sales table shows all team sales with the following columns:

Row Navigation

Click any row to view the full sale details.

Filtering Sales

Available Filters

Using Filters

1. Enter search text to filter by address or product
2. Select a state from the dropdown to filter by status
3. Select a project to see only that project's sales
4. Select a product to see sales containing that product
5. Use date inputs to filter by date range
6. Click Clear Filters to reset all filters

Sale Details

Viewing a Sale

Click a sale row to view the detail page showing:

Sale Details Card:

• Sale number
• Product name
• Price (shows original and sale price if discounted)
• Sale date
• Status
• Salesperson
• Commission amount
• Commission paid status
• Link to project

Additional Information:

• Order link (if part of an order)
• Notes
• Linked bonus targets

Applied Promotions

If promotions were applied to the sale, a dedicated card shows:

• Promotion name and type
• Original price vs final price with savings
• Original commission vs adjusted commission

Address Information

Shows the address where the sale was made with links to:

• View address details
• View project

Commissions Table

Lists all commission entries for the sale:

• Commission type (earned/reclaimed)
• Amount
• Salesperson
• Payment date

Status History

Timeline showing all status changes for the sale.

Managing Sales

Editing a Sale

Users with sales:update permission can edit sales:

1. Open the sale detail page
2. Click the actions menu (three dots)
3. Select Edit
4. Modify the details in the dialog
5. Save changes

Transitioning Sale Status

If valid state transitions are available:

1. Open the sale detail page
2. Click the actions menu
3. Select a transition option (e.g., "To Completed")
4. The status updates immediately

Bulk State Transitions

From the sales list, you can bulk transition visible sales:

1. Apply filters to show the sales you want to transition
2. Click Bulk Transition
3. Select the target state
4. All visible sales will transition to that state

Note: Only sales with valid transitions to the target state will be updated.

Viewing Audit History

Team owners can view the audit history:

1. Open the sale detail page
2. Click the actions menu
3. Select View Audit History

Sale States

Sales follow the state workflow defined in your Sale Models. The available states and transitions depend on:

• The sale model assigned to the project
• The current state of the sale

See Sale Models for workflow configuration.

Commission Tracking

How Commission Works

• Commission is calculated based on the product's current commission amount
• Promotions may adjust the commission amount
• Commission entries are created when sales reach certain states

Commission on Sales

Each sale shows:

• Commission amount
• Whether commission has been paid
• Payment date (if paid)

Commissions automatically feed into:

• Commission reports
• Payslip calculations

Best Practices

Recording Sales

1. Record promptly - Enter sales when they happen
2. Include notes - Add context for future reference
3. Verify details - Check product, price, and address before saving

Team Management

1. Regular review - Check sales regularly
2. Use filters - Find specific sales quickly
3. Track status - Keep sale states current
4. Monitor performance - Use dashboards for analytics

Troubleshooting

Sale Not Appearing

If a sale isn't showing:

1. Check the date filter range
2. Check the project filter
3. Check the state filter
4. Check the product filter
5. Clear all filters and search again
6. Refresh the page

Commission Not Showing

If commission seems missing:

1. Verify the product has a commission amount set
2. Check if the sale status affects commission
3. Review sale model rules

Can't Edit Sale

If you can't edit:

1. Verify you have sales:update permission
2. Check with your team owner/manager

Status Transition Not Available

If you can't transition to a state:

1. Check the sale model configuration
2. Verify the transition is allowed from the current state
3. Ensure you have sales:update permission

Related Topics

• Recording Sales - How to record sales
• Commission - Earnings tracking
• Inventory - Product management
• Sale Models - Workflow configuration
• Project Sales - Project-specific sales