You can group any invoice sale type by name and invoice date. Multiple invoice types created on the same day, grouped by the same contact profile*, will appear on one row on the Weekly Accomplishment Sheet (E.g., A party with some invoices created as a Class, and others Direct Ship for the product not being removed from your inventory, but instead being shipped directly from the company).
New Feature for Boulevard 2022 released June 1, 2021.
|The table below shows where the retail amounts will be added from each invoice type to the corresponding sale columns on the Weekly Accomplishment Sheet.|
|INVOICE SALE TYPES||WAS SALES|
|Reorder, PC Program, Misc, Seasonal, Personal Use, Business Supplies||Reorder|
|Guest Checkout, Direct Ship, Web||Web Site|
|Facial, Double Facial||Facial|
|On The Go||On The Go|
* Choose to group from any existing contact profile from the customer, address, or unit list.
From the Invoice:
For each invoice in the group, ensure that the invoice Date and Name from the WAS tab are the same.
On the Weekly Accomplishment Sheet:
To view grouped invoices on the Weekly Accomplishment Sheet (from the Reports - Tools group on the main toolbar, click WAS or from the Business Tools menu select My WAS), right-click on the row and select View Sales Transaction(s).