Sales items

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

In Yuki, you can view a number of overviews of all sales items created and/or sold.

Before you can create and process sales invoices in Yuki, you must first create sales items.

A created sales item is always automatically added to the default price list of the selected administration in a domain. However, once you have created multiple price lists in an administration, you have the option of selecting the correct price list of the administration during the creation of the sales item.

TIP!

Sales items can be added to another price list within the domain at any time.

For a detailed description, see article Add sales item (with new price) to price list

Click on the video to watch 'Yuki Sales items & price lists'!  (NL)

The following overviews of sales items are available:

• All sales items
• Sales history
• Total sales per item.

Hover your mouse over the Sales icon in the navigation bar, then click on Sales items and then select the overview you want to view.

From any view, a user can:

• create a new sales item
• download all displayed columns as a CSV file (Excel) or copy to the clipboard
• view the total overview of a sales item
• adjust the view
• search data.

Create new sales item

Click on the New sales item button.

For a detailed description, see article Create sales item.

Download data as CSV file or copy to clipboard

Click on the Download button and then select Download as CSV or Copy to clipboard from the drop-down menu.

The name of the downloaded CSV file is

• SalesItemsList-context_Alle-verkoopartikelen_[datum van vandaag].csv
• SalesItemsList-context_Verkoophistorie_[datum van vandaag].csv
• SalesItemsList-context_Totale-verkoop-per-artikel_[datum van vandaag].csv.

View total view of sales item

• Click on the description of the sales item
  OR

• Hover your mouse over the line of the relevant sales item, click on the button with the three dots and then select the View sales item menu option from the dropdown menu.
  
  

In the now-opened screen, a so-called total overview of the sales item can be viewed. The following items, among others, are shown here: details of the sales item, price list(s) to which the sales item has been added, price agreement(s) with customers for the sales item, key figures for the sales item, revenue per month, revenue per year, last invoices and top sales.

For a detailed description, see article Total overview of sales item.

Customize view

The view can be customized in the following ways:

• Administration: If necessary, select the contracts from the appropriate administration.
• Period: Specify, if possible, from which period you want to view contracts.
• Column selection: By default, a number of columns are shown in each work list or overview. These columns can be changed by selecting or deselecting columns.
• Column sorting: All shown columns can be sorted ascending or descending.

Search data

The search bar can be used to search for:

• (part of a) name
  The search result now shows all data in which this name has been entered in, for example, the 'Description', 'Subject', 'Name', 'Company name' or 'Contact' field.
• number
  The search result now shows all data where the number is entered in, for example, the 'Description', 'Subject', 'Name', 'Company name' or in a numeric field such as 'Invoice number'.
• amount
  You can search for an exact amount by entering this amount in the search field, for example, '54,45' or '54.45'.
• date
  You can search for a specific date by entering it as:
  • 31/08/2020
  • 31-08-2020
  • 310820
  • 31082020.

Targeted search

You can also perform a targeted search using different search terms. After each search, the search result can be further specified by adding a new search term.