Analyse Historical Sales Lines

Sales Lines provide detailed information about individual sales transactions. This guide will show you how to access and analyse sales lines in SapphireOne. The steps are as follows:

  1. Open SapphireOne and navigate to Inventory > History > Sales Lines.
  2. Select Date Range – Use the date picker to select the range of sales lines you wish to view.
  3. Filter Sales Lines – Apply filters such as product ID, client ID, or sales rep ID to narrow down the results.
  4. View Details – Click on a specific sales line to view detailed information, including item descriptions, quantities, and prices.
  5. Export Data – If needed, use the export function to download the sales line data in a preferred format (e.g., CSV, PDF).

For more detailed instructions, please refer to the Inventory > History > Inventory > History > Sales Lines article.

Was this helpful?