The Sales section (left menu) gives you the Unleashed sales records inside myWork: Sales Orders, Invoices, Credit Notes, Customers and Suppliers. Lists read from myWork''s local copy (kept fresh by background sync) so they load fast; the Sync button on each screen pulls the latest from Unleashed on demand.
Finding things
Every list has a search box (matches numbers, customer name/code and more) and most have a status filter. Status shows as a colour chip (Placed, Parked, Completed, Dispatched, .). Products and customers show the descriptive name first with the [CODE] underneath. Click a row''s number to open its detail.
The screens
- Sales Orders - browse orders, open one to see lines/shipments, and raise a New Sales Order.
- Invoices - read-only; Unleashed generates them from orders/shipments.
- Credit Notes - browse/open, and raise a New Free Credit.
- Customers - browse/open, and (with permission) Add or Edit a customer.
- Suppliers - read-only; add/edit happens in the Unleashed app.
See the dedicated guide for each screen.
Good to know
- Creating or editing here writes to the live Unleashed account (the ERP) - they are real records, so double-check before saving.
- What you can see and do is controlled by your permissions; some screens may be read-only or hidden for you.