AuctionGate | Logistic CRM system - How to edit a transaction?

To make changes to a transaction, select the required record in the table and click the  button (Figure 1, Pointer 1).

Figure 1 - "My Transactions" website page

This will open the "My Transactions" window Click "Edit" to make the fields available for editing (Figure 6, Pointer 1). You can then make changes to the fields:

• "Cash-boxes" - select a cash desk from the drop-down list that opens by pressing the  button ;

Note: If it is necessary to add a cash register, click on , which will open the "Cash registers" window, where in the corresponding fields fill in the name of the register and the initial balance. By default, the cash register will be marked as active (Figure 2, Pointer 1). If you uncheck it, this cash desk will not be displayed in the list of cash desks.

               Figure 2 - "Cashier"window

• "Amount" - use the keypad input to enter the amount;

• "Categories" - from the drop-down list that opens when you click on the  button, select a financial income category;

Note: If you want to add a financial category, click on , which will open the Categories window, where you fill in the category name. By default, the category will be marked as active (Figure 3). If you uncheck the box, the category will not appear in the list.

Figure 3 - "Categories" window

• "Counterparties" - select a counterparty from the drop-down list that opens by pressing the button ;

Note: If you want to add a counterparty, click on , and the "Counterparties" window will open, where you must fill in the name of the client (Figure 4).

Рисунок 4- Окно “Контрагенты”

• "Date" - set the date and time on which the transaction was made;

Note: By default, the date is set to when the transaction window is opened.

• "Note" - If necessary, add a comment to the transaction.

To upload documents, click on the button  (Figure 5, Pointer 1), which will open a window where you select the desired files.

Note:Allowed file formats for download: jpg, png, webp , pdf, heic, heif, bmp.

To save the data click on the button "Save", to cancel the button - "Cancel".

As a result of the actions performed, a new transaction will be created and displayed in the table.

Figure 5 - "My Transaction" window

As a result of the performed actions, the record will be edited. Information about the past changes and related actions to this transaction is displayed in detail in the "History" block.

Figure 6- "My Transactions" window