Dashboard -> Sales by Rep tab:
- Processed orders statistic:
- was renamed to “Written Orders”;
- includes Draft / Open / Closed Orders for Rep (all orders in the system);
- data is displayed only for the current Year (2022);
- Amounts in the statistic are clickable:
- after clicking -> the “Daily Sale Order Summary” is opened;
- “Daily Sale Order Summary”:
- Filter by Draft -> is deleted;
- “Include Draft” checkbox:
- was added to the “Daily Sale Order Summary” filters List;
- isn’t checked by default;
- if the checkbox is checked -> Draft Orders are displayed in the Datagrid;
- Sales Transactions Report:
- “Include Draft” checkbox:
- was added to the filters List;
- isn’t checked by default;
- if the checkbox is checked -> Draft Orders are displayed in the Datagrid;
- “Include Draft” checkbox:
- data for the statistic is filtered by this Year by default;
- Draft Orders -> was renamed to “Draft & Open Orders”:
- includes Draft / Open Orders for Rep;
- Amounts in the statistic are clickable:
- after clicking on the Draft Amount -> the “Open / Draft Sale Orders” Report is opened:
- “Draft Orders” checkbox:
- was added to the filters List;
- is checked by default if:
- the report opened from the menu;
- after clicking on the appropriate value on the dashboard;
- if the checkbox is checked -> Draft Orders are displayed in the Datagrid;
- “Draft Orders” checkbox:
- after clicking on the corresponding status Amount -> the “Open / Draft Sale Orders” Report is opened:
- status checkboxes:
- were added to the filters List;
- is checked by default if:
- the report opened from the menu;
- after clicking on the appropriate value on dashboard;
- if the checkbox is checked -> Open Orders are displayed in the Datagrid;
- status checkboxes:
- If the user open “Open / Draft Sale Orders” Report from the Report List:
- “Draft” / “Open” checkboxes are checked by default;
- Draft / Open Orders are displayed in the Datagrid;
- after clicking on the Draft Amount -> the “Open / Draft Sale Orders” Report is opened:
- All clickable Amount -> are displayed in blue color.