Use the Audit Log to view a list all changes made to sales orders during a specific date range (Administration > Reports > Sales > Orders and Invoices > Audit Log).


 - Accounting Period: Accounting periods are created, closed, and reopened using the Periods tab on the Accounting Setup screen.

 - Interest: Marketing interests allow you to link a lead and their purchases to a specific interest. For example, when a customer that is  interested in barbecues comes into your store, an employee can select the BBQ & Grill marketing interest when they input the lead. You can then follow up with a marketing campaign to encourage a new purchase.

  • You can add an interest to a customer using the Customer screen (Customer > Open a customer > Marketing > Interests tab).

Security Permissions Required




Can Access Reports Tree Branch

Can Access Reports - Sales