Sales Standard - Sales items

Disclaimer

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

In Yuki, you can view an overviews of all active sales items.

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 price list of the selected administration in a domain.

From this overview, a user can:

• create a new sales item
• move a sales item to another company (administration)
• download all shown columns as a CSV file (Excel).

Access to Sales items

• hover your mouse over the Sales icon in the navigation bar
• click on Sales items.

Search

You can search in the search bar by (part of a) name, number, exact amount, or date:

• (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.

Create new sales item

To create a new sales item, click the New sales item button.

For a detailed description of the fields to be entered, see article Sales Standard - Create sales item.

Move sales item to another company (administration)

To move a sales item to another company, click on the description of the item in question.

The following screen is opened:

Select the company to which the sales item should be moved, then click on the Save button.

Download data as CSV file

To download all the columns shown in the screen, click on the Download as CSV button.

The name of the downloaded CSV file is 'Sales items.csv'.