Sales Register Format

OptimalAccounts

Is there a way of changing/adding the sales register screen format. I would like to add a salesperson column but can not find the "how to" for that?

 

 

SupportNoteGuy

Hi @OptimalAccounts - thanks for your question.

 

Unfortunately, you can't add or remove columns from the Sales Register screen. However, you can customise the Sales Register report by adding the Salesperson column.

1. Run the Sales Register report (Reports menu > Index to Reports > Sales tab > Sales Register Detail [All Sales].
2. Set the required filters for the report.
3. Click the Insert/Modify tab.
4. Click Show Hide.
5. Click the Salesperson column then click Show to add it to the list of columns displayed in the report.

    

6. Click OK and you'll now see the column added to the report. You can click and drag the column headings to change their display order.

You might want to save this as a custom report so you can run it again whenever you like.

 

Here are a couple of help topics that go into these things in more detail:

• Add and remove report columns
• Saving and deleting custom reports

I hope this helps!

 

Adrian