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Sales Line Quick Report - Knowledgebase / SalesPad / Reporting - Cavallo Technical Support

Sales Line Quick Report

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Overview

The Sales Line Quick Report plugin allows users to view a quick report from a sales document, at the sales line level.

Setup

In the Security Editor, Sales Line Quick Report must be enabled and the file path must be entered under the Quick Report sub-setting:

Use
  1. Open a sales document
  2. Select (highlight) an item on the sales document screen
  3. Select Sales Line Quick Report from the Actions () dropdown menu:

The quick report with details for the selected item will display in a popup window:

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