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Sales View
You can find a video explaining Sales View on the MYOB Greentree Campus.
On This Page
Security
These settings determine the level of access given to the Sales View form:
Module:
Company Maintenance / Modules in Use / CRM Sales / Sales & Marketing.
Form:
User Preferences:
- Access / Suite / Mobile / Enquiry AND
- Menu security / CRM / Sales & Marketing / Quotes;
OR
- Access / Suite / Browser Client / Module suite / CRM Sales OR Access / Suite / Mobile / Sales AND
- Menu security / CRM / Sales & Marketing / Quotes OR Menu security / Enquiry / Sales Orders;
OR
- Access / Suite / Browser Client / Module suite / Distribution OR Access / Suite / Browser Client / Module suite / Financials AND
- Menu security / Enquiry / Sales Orders.
Access to the form must also be assigned to the User / Team via Sales
View Screen Designer / Permissions and Settings.
Record:
Sales Quotes:
CRM User Preferences / Privileges:
- Read All Records / Quote; AND / OR
- Read Team Records / Quote.
Users with Mobile Enquiry suite only can read quotes raised for the organisations
they have read access to.
Sales Orders:
Where Advanced Security is in use, access to customer information is limited by these settings:
User Preferences / Privileges / Accounts Receivable / Customer Maintenance:
- All / Read; OR
- Team / Read and the customer is assigned to a team the user belongs to.
Where Advanced Security is not in use, all customers are available to the user.
Packing Slips:
Only packing slips related to sales orders the user can view are displayed.
Invoices:
Only invoices the user has access to as defined by Sales Order access are displayed.
Sales Quote
My filter
Used to create and retrieve saved selections created for Sales Quote.
To create a new saved selection:
- Enter a unique reference
- Select Save.
You can choose a previously-saved selection from the droplist.
These are company based.
Line types
Defaults to All.
View available line types in the droplist.
Additional search fields are made available depending on the line type selected.
Campaign
Defaults to blank.
View available campaigns in the droplist.
Contact
Defaults to blank.
View available contacts in the droplist. This list is filtered if an Organisation has been selected.
Sales quote
Defaults to blank.
View available sales quotes in the droplist.
Salesperson
Defaults to blank.
View available salespeople in the droplist.
Type
Defaults to Sales.
View available quote types in the droplist.
Organisation
Defaults to the first and last organisation codes.
View available organisations in the droplist.
Stage
Defaults to All.
View available quote stages in the droplist.
This is a multi-select search field that allows for multiple stages to be selected.
When All is: selected, the checkbox next to each stage is automatically selected.
When All is de-selected, those stages not required as part of the query need to be manually deselected.
Inclusions
Defaults to deselected.
Primary only — limits the search result to primary sales quotes.
Approved only — limits the search result to only those sales quotes that have been approved.
Display fields
On selecting Search Now :
Primary grid
Displays sales quote header information for all sales quotes that match the search criteria.
Select 
against any sales quote header to display line detail for
the quote in a secondary grid.
Secondary grid
Displays line detail for the selected sales quote along with related line information - from sales orders, packing slips, invoices, linked purchase orders, linked factory orders, kitset and/or cancellations.
If a tab option does not relate to all lines, this is displayed greyed out. On selecting a line that contains this detail, the tab is activated.
For kitset lines, where CRM Module Control / Sales/ Quotes / Explode Kitsets on Quotes is selected, each line that makes up a kitset is displayed as a separate line on the quote and carried through to the sales order, packing slip and invoice generated from this. Where CRM Module Control / Sales/ Quotes / Explode Kitsets on Quotes is deselected, the inventory kitset displays as one line.
The grid can be increased or reduced in height by selecting
and dragging
up or down.
Select an area outside of the grid to close.
Sales Order
My filter
Used to create and retrieve saved selections created for Sales Order.
To create a new saved selection:
- Enter a unique reference
- Select
by the Smart Button - Select Save
Choose previously saved selections from the droplist.
These are company based.
Line types
Defaults to All.
View available line types in the droplist.
Additional search fields are made available depending on the line type selected.
Customer no
Defaults to blank.
If a customer Order Number is entered, the search result is filtered to those sales orders that contain the specified order number.
Sales order
Defaults to blank.
View available sales quotes in the droplist.
Salesperson
Defaults to blank.
View available salespeople in the droplist.
Customer
Defaults to the first and last customer codes.
View available customers in the droplist.
Delivery
From date defaults to blank.
To date defaults to the last date in the current year plus 10 years.
Entering a date in From will also update the To date.
Status
Defaults to All.
View available statuses in the droplist.
This is a multi-select search field that allows for multiple statuses be selected.
When All is:
- selected, each status is automatically selected.
- de-selected, those statuses not required as part of the query need to be manually deselected.
Display fields
On selecting Search Now :
Primary grid
Displays sales order header information for all sales orders that match the search criteria.
Select against
any sales order header to display
line detail for the sales order in a secondary grid.
Secondary grid
Displays line detail for the selected sales order along with related line information ie from packing slips, invoices, linked purchase orders, linked factory orders, kitset and/or cancellations.
If a tab option does not relate to all lines, this is displayed greyed out. On selecting a line that contains this detail, the tab is activated.
For kitset lines, where CRM Module Control / Sales/ Quotes / Explode Kitsets on Quotes is selected, each line that makes up a kitset is displayed as a separate line on the quote and carried through to the sales order, packing slip and invoice generated from this. Where CRM Module Control / Sales/ Quotes / Explode Kitsets on Quotes is deselected, the inventory kitset displays as one line.
The grid can be increased or reduced in height by selecting
and dragging
up or down.
Select an area outside of the grid to close.
Packing Slip
My filter
Used to create and retrieve saved selections created for Packing Slip.
To create a new saved selection:
- Enter a unique reference
- Select by the Smart Button
- Select Save
Choose previously-saved selections from the droplist.
These are company based.
Line types
Defaults to All.
View available line types in the droplist.
Additional search fields are made available depending on the line type selected.
Packing slip
Defaults to blank.
View available sales quotes in the droplist.
Salesperson
Defaults to blank.
View available salespeople in the droplist.
Customer
Defaults to the first and last customer codes.
View available customers in the droplist.
Status
Defaults to All.
View available statuses in the droplist.
This is a multi-select search field that allows for multiple statuses be selected.
When All is:
- selected, each status is automatically selected.
- de-selected, those statuses not required as part of the query need to be manually deselected.
Display fields
On selecting Search Now :
Primary grid
Displays packing slip header information for all packing slips that match the search criteria.
Select against any
packing slip header to display line detail
for the packing slip in a secondary grid.
Secondary grid
Displays line detail for the selected packing slip along with related line information ie from sales orders, invoices, linked purchase orders, linked factory orders, kitset and/or cancellations.
If a tab option does not relate to all lines, this is displayed greyed out. On selecting a line that contains this detail, the tab is activated.
For kitset lines, where CRM Module Control / Sales/ Quotes / Explode Kitsets on Quotes is selected, each line that makes up a kitset is displayed as a separate line on the quote and carried through to the sales order, packing slip and invoice generated from this. Where CRM Module Control / Sales/ Quotes / Explode Kitsets on Quotes is deselected, the inventory kitset displays as one line.
The grid can be increased or reduced in height by selecting
and dragging
up or down.
Select an area outside of the grid to close.
Invoice
My filter
Used to create and retrieve saved selections created for Invoice.
To create a new saved selection:
- Enter a unique reference
- Select by the Smart Button
- Select Save
Choose previously-saved selections from the droplist.
These are company based.
Line types
Defaults to All.
View available line types in the droplist.
Additional search fields are made available depending on the line type selected.
Invoice
Defaults to blank.
View available invoices in the droplist.
Salesperson
Defaults to blank.
View available salespeople in the droplist.
Customer
Defaults to the first and last customer codes.
View available customers in the droplist.
Display fields
On selecting Search Now :
Primary grid
Displays invoice header information for all invoices that match the search criteria.
Select against any
invoice header to display line detail
for the invoice in a secondary grid.
Secondary grid
Displays line detail for the selected invoice along with related line information ie from sales orders, packing slips, linked purchase orders, linked factory orders, kitset and/or cancellations.
If a tab option does not relate to all lines, this is displayed greyed out. On selecting a line that contains this detail, the tab is activated.
For kitset lines, where CRM Module Control / Sales/ Quotes / Explode Kitsets on Quotes is selected, each line that makes up a kitset is displayed as a separate line on the quote and carried through to the sales order, packing slip and invoice generated from this. Where CRM Module Control / Sales/ Quotes / Explode Kitsets on Quotes is deselected, the inventory kitset displays as one line.
The grid can be increased or reduced in height by selecting
and dragging
up or down.
Select an area outside of the grid to close.