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Sales: Orders, Invoices, Credit Notes, Customers & Suppliers

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The Sales section (left menu) gives you the Unleashed sales records inside myWork: Sales Orders, Sales Order Drafts, Sales Shipments, Invoices, Credit Notes, Customers and Dispatch Reconciliation. 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.

Suppliers are not in the Sales menu. They sit under Procurement & Logistics → Suppliers.

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 and shipments, and start a new order with New Sales Order.

  • Sales Order Drafts — the myWork-local drafts you are building before they are pushed to Unleashed. Open it from Sales → Sales Order Drafts or the Drafts button on the Sales Orders list. The draft flow is described in Sales Orders.

  • Sales Shipments — the desktop management list for customer-bound shipments: place, book a courier, print. The phone version for the floor is under Shipping & Receiving → Sales Shipments.

  • Sales Invoices — read-only; Unleashed generates them from orders and shipments.

  • Credit Notes — browse/open, and raise a New Free Credit.

  • Customers — browse/open, and (with permission) Add Customer or Edit.

  • Dispatch Reconciliation — a read-only report of shipments Unleashed has already dispatched that still hold staged stock in myWork. Needs the SalesShipmentReconcileReport permission.

  • Suppliers — read-only, under Procurement & Logistics → Suppliers; 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.

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