Overview
Sales Totals gives users a quick way to confirm total values connected to sales activity. It is helpful when reviewing the overall effect of a transaction or checking summarized amounts without running a full report.
Helpful note: For deeper analysis across customers, items, or dates, use the sales analysis and inquiry guides as well.
Where To Find It
Path: Customers > Sales transaction screens > Sales Totals
How to use Sales Totals in QBM to review overall sales amounts and confirm the total values linked to customer sales activity.
How It Works
QBM calculates the related sales totals from the current transaction context or selected workflow, then displays the values in a review window for quick confirmation.
Main Areas
| Area | What It Means | When To Use It |
|---|---|---|
| Summary values | Shows the important total amounts calculated by QBM. | Use it to confirm the overall value of the sales activity being reviewed. |
| Transaction context | Relates the totals to the current sales screen or document flow. | Use it when checking totals without leaving the current process. |
| Quick confirmation | Supports fast validation of sales values. | Use it before print, discussion, or further review. |
Recommended Workflow
- Open the sales workflow or transaction you are reviewing.
- Open the Sales Totals view from the available action or menu.
- Review the summarized values and confirm they match the expected result.
- Return to the transaction or continue to a deeper sales review if needed.
- Use the totals for quick validation before final output or discussion.
Best Practice
- Use Sales Totals for quick checks, not as a replacement for full analysis reports.
- Confirm that the transaction context is the correct one before interpreting the totals.
- Use the sales inquiry and analysis screens for broader review.