Introduction

Working on the route, the employee draws up various documents.
List of these documents is displayed in the documents journal.

Calling dialog form

• Main journal:  > Journal;
• Point of Sale journal:  > Route > Outlet > Journal.

Main journal shows all the documents created on the route.
In Journal of Outlets - only those created at the selected Outlet for the current day.

Viewing documents in journal

When you open the Documents Journal, all documents created for the current date are displayed on the screen by default.
To open a document, click on the line with its name.

Information about document

The following information is displayed for each document:

• Name and number of the document; for the questionnaire — the name of the template;
• Name of the point of sale where the document was created;
• Total amount of the document (where it makes sense, for example in the Order document);
• Document status, date or time of creation (for documents of the current date).

Documents for another day or period

1. Click , calendar will appear.
2. Select the desired date or period.
   To select an arbitrary period, specify its start and end date.
3. Click OK.

Document statuses

Status of the document is displayed as one of the icons:

Search for document in journal

To open the search bar, click  on the toolbar. 
Start typing in the search bar.
At the same time, the system will display suitable options.
To clear the search bar, click . 
To remove the search bar, click Close.
Search results will be reset in this case.

Document filtering

1. Click . List of filters opens.
2. Set the flags next to the necessary filters.
3. Click OK.

To reset all filters, click  and choose Reset.

Printing document

1. Click context menu will open next to the desired document.
2. Choose Print, a list of printed forms will appear (its own for each type of document). 
   
3. Set flags next to required printed forms, specify the number of copies.
   To preview printed form, press and hold the line with name of form, then select Viewing.
4. Click .

Editing document

By default, only unsent documents can be edited  and drafts . 

1. Click context menu will open next to the desired document.
2. Choose Edit, document operation screen opens.
3. Make necessary changes and save document.

Saving draft

You can save previously created drafts of documents in the Document Journal (if the employee works with drafts).
For this:

1. Click  context menu will open next to the desired document.
2. Choose Save.
3. Status of document will change from  to .

When saving document from the Documents Journal, the same checks are performed as with normal saving.

Deleting document

1. Click   context menu will open next to the desired document.
2. Choose Delete.
3. Click Yes.

You can only delete unsent documents and drafts.