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Sales Header Table

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You can keep track of all your sales from the time a quote is created to the time the final order is shipped. You can set up invoices, and the inventory can be automatically updated in connection with the sale.

All the tables are related, and information in the fields is copied from one place in the program to another, so you need to enter information only once. In addition, you can change information on each header or line if you need to.

The sales header forms the basis for transactions involving sales and their registration. Whether you are creating a quote, an invoice, an order, a blanket order or a credit memo, you use the same sales header with the same information, although it will be displayed in different windows.

All the documents found on the Sales & Receivables menu are composed of a sales header and a number of sales lines.

The sales header contains all the relevant information about the sell-to and bill-to customers, such as name, address, document number and date. It has four FastTabs: General, Invoicing, Shipping and Foreign Trade. These FastTabs contain information about the sell-to customer, bill-to customer, shipments and currency. The program retrieves most of this information automatically from the Customer table.

Sales lines contain information (such as item number, quantity and price) about the items you have on inventory. Amounts on the sales lines are in the source currency unless the field name indicates that the amount is in LCY. The source currency is the currency that is represented by the currency code on the sales header.

To create a new sales document, fill in the sales header and then set up the lines. Any relevant information is automatically copied from the header to the sales lines.

After you have completed the sales header and associated sales lines on a quote or blanket order, you can create an order by clicking Actions, Make Order.

After you have filled in the sales header and the associated sales lines on an order, invoice or credit memo, you must post to create a shipment, invoice or credit memo.

Important

If you delete a sales header, a number will be missing from the consecutive number series. This can create problems when the accounts are audited.

List of Fields in the Table

Field Location
Additional Information Field, Sales Header Table Italian Local Functionality Tables, Reports, Batch Jobs, and Windows
Service Tax Rounding Type Field, Sales Header Table Service Tax
Trading Field, Sales Header Table Sales Tax
Tax Representative Type Field, Sales Header Table Italian Local Functionality Tables, Reports, Batch Jobs, and Windows
Applies-to Occurrence No. Field, Sales Header Table Italian Local Functionality Tables, Reports, Batch Jobs, and Windows
Calc. Inv. Discount (%) Field, Sales Header Table Sales Tax
Transit Document Field, Sales Header Table Sales Tax
ST Pure Agent Field, Sales Header Table Service Tax
State Field, Sales Header Table Sales Tax
3rd Party Loader Type Field, Sales Header Table Italian Local Functionality Tables, Reports, Batch Jobs, and Windows
Assessee Code Field, Sales Header Table Income Tax
VAT Exempted Field, Sales Header Table Sales Tax
Refers to Period Field, Sales Header Table Italian Local Functionality Tables, Reports, Batch Jobs, and Windows
TDD Prepared By Field, Sales Header Table Italian Local Functionality Tables, Reports, Batch Jobs, and Windows
Form No. Field, Sales Header Table Sales Tax
Last Name Field, Sales Header Table Italian Local Functionality Tables, Reports, Batch Jobs, and Windows
Free Supply Field, Sales Header Table Sales Tax
Form Code Field, Sales Header Table Sales Tax
Fiscal Code Field, Sales Header Table Italian Local Functionality Tables, Reports, Batch Jobs, and Windows
Service Tax Rounding Precision Field, Sales Header Table Service Tax
Nature of Services Field, Sales Header Table Service Tax
TDS Certificate Receivable Field, Sales Header Table Income Tax
Place of Birth Field, Sales Header Table Italian Local Functionality Tables, Reports, Batch Jobs, and Windows
Prepmt. CM Refers to Period Field, Sales Header Table Italian Local Functionality Tables, Reports, Batch Jobs, and Windows
Type of Supply Code Field, Sales Header Table United Kingdom Local Functionality
Additional Instructions Field, Sales Header Table Italian Local Functionality Tables, Reports, Batch Jobs, and Windows
Individual Person Field, Sales Header Table Italian Local Functionality Tables, Reports, Batch Jobs, and Windows
Activity Code Field, Sales Header Table Italian Local Functionality Tables, Reports, Batch Jobs, and Windows
Applies-to Bill No. Field, Sales Header Table Spain Local Functionality
Corrected Invoice No. Field, Sales Header Table Spain Local Functionality
Service Tariff No. Field, Sales Header Table Italian Local Functionality Tables, Reports, Batch Jobs, and Windows
First Name Field, Sales Header Table Italian Local Functionality Tables, Reports, Batch Jobs, and Windows
Sale Return Type Field, Sales Header Table Excise
Operation Type Field, Sales Header Table Italian Local Functionality Tables, Reports, Batch Jobs, and Windows
Price Inclusive of Taxes Field, Sales Header Table Excise
Structure Field, Sales Header Table India Local Functionality
Bill to Customer State Field, Sales Header Table India Local Functionality
Payment % Field, Sales Header Table Italian Local Functionality Tables, Reports, Batch Jobs, and Windows
Additional Notes Field, Sales Header Table Italian Local Functionality Tables, Reports, Batch Jobs, and Windows
PoT Field, Sales Header Table India Local Functionality
Return Re-Dispatch Rcpt. No. Field, Sales Header Table India Local Functionality
Tax Representative No. Field, Sales Header Table Italian Local Functionality Tables, Reports, Batch Jobs, and Windows
Resident Field, Sales Header Table Italian Local Functionality Tables, Reports, Batch Jobs, and Windows
Export or Deemed Export Field, Sales Header Table Excise
Vehicle No. Field, Sales Header Table India Local Functionality
Due Date Modified Field, Sales Header Table Spain Local Functionality
Excise Bus. Posting Group Field, Sales Header Table Excise
Pay-at Code Field, Sales Header Table Spain Local Functionality
Operation Occurred Date Field, Sales Header Table Italian Local Functionality Tables, Reports, Batch Jobs, and Windows
Cust. Bank Acc. Code Field, Sales Header Table Spain Local Functionality
Cumulative Bank Receipts Field, Sales Header Table Italian Local Functionality Tables, Reports, Batch Jobs, and Windows
Bank Account Field, Sales Header Table Italian Local Functionality Tables, Reports, Batch Jobs, and Windows
3rd Party Loader No. Field, Sales Header Table Italian Local Functionality Tables, Reports, Batch Jobs, and Windows
Date of Birth Field, Sales Header Table Italian Local Functionality Tables, Reports, Batch Jobs, and Windows
LR/RR Date Field, Sales Header Table India Local Functionality
Transaction No. Serv. Tax Field, Sales Header Table India Local Functionality
Mode of Transport Field, Sales Header Table India Local Functionality
Re-Dispatch Field, Sales Header Table India Local Functionality
LC No. Field, Sales Header Table India Local Functionality
Time of Removal Field, Sales Header Table India Local Functionality
LR/RR No. Field, Sales Header Table India Local Functionality
Amount to Customer Field, Sales Header Table India Local Functionality
Journal Template Name Field, Sales Header Table Belgium Local Functionality
Enterprise No. Field, Sales Header Table Belgium Local Functionality
Source Inv. Total Field, Sales Header Table Sweden Local Functionality
Source Inv. VAT Field, Sales Header Table Sweden Local Functionality
Source Inv. No. Field, Sales Header Table Sweden Local Functionality
Transaction Mode Code Field, Sales Header Table Netherlands Local Functionality
Bank Account Code Field, Sales Header Table Netherlands Local Functionality
Posting from Whse. Ref. Field, Sales Header Table Inventory
Prepayment No. Series Field, Sales Header Table Sales and Receivables
Correction Field, Sales Header Table Sales and Receivables
Late Order Shipping Field, Sales Header Table Sales and Receivables
External Document No. Field, Sales Header Table Sales and Receivables
Quote No. Field, Sales Header Table Sales and Receivables
Posting No. Field, Sales Header Table Sales and Receivables
Posting Date Field, Sales Header Table Sales and Receivables
No. Field, Sales Header Table Sales and Receivables
Completely Shipped Field, Sales Header Table Sales and Receivables
Sell-to Customer No. Field, Sales Header Table Sales and Receivables
Sell-to Contact No. Field, Sales Header Table Sales and Receivables
Receive Field, Sales Header Table Sales and Receivables
Job Queue Status Field, Sales Header Table Using Microsoft Dynamics NAV
Reason Code Field, Sales Header Table Sales and Receivables
Bill-to IC Partner Code Field, Sales Header Table Sales and Receivables
Location Filter Field, Sales Header Table Inventory
Promised Delivery Date Field, Sales Header Table Sales and Receivables
Ship-to Address 2 Field, Sales Header Table Sales and Receivables
Comment Field, Sales Header Table Sales and Receivables
Shipping Time Field, Sales Header Table Sales and Receivables
Sell-to Customer Name Field, Sales Header Table Sales and Receivables
Send IC Document Field, Sales Header Table Sales and Receivables
Payment Method Code Field, Sales Header Table Sales and Receivables
On Hold Field, Sales Header Table Sales and Receivables
Your Reference Field, Sales Header Table Sales and Receivables
Date Filter Field, Sales Header Table Sales and Receivables
Bill-to Address 2 Field, Sales Header Table Sales and Receivables
Sell-to County Field, Sales Header Table Sales and Receivables
Shipping Agent Code Field, Sales Header Table Sales and Receivables
Ship-to Name 2 Field, Sales Header Table Sales and Receivables
Sell-to Customer Template Code Field, Sales Header Table Sales and Receivables
Document Date Field, Sales Header Table Sales and Receivables
Prepmt. Payment Discount % Field, Sales Header Table Sales and Receivables
Posting No. Series Field, Sales Header Table Sales and Receivables
Due Date Field, Sales Header Table Sales and Receivables
Invoice Discount Value Field, Sales Header Table Sales and Receivables
Ship-to City Field, Sales Header Table Sales and Receivables
Combine Shipments Field, Sales Header Table Sales and Receivables
Sell-to Country/Region Code Field, Sales Header Table Sales and Receivables
Job Queue Entry ID Field, Sales Header Table Using Microsoft Dynamics NAV
No. Series Field, Sales Header Table Sales and Receivables
Ship-to County Field, Sales Header Table Sales and Receivables
Bill-to Name Field, Sales Header Table Sales and Receivables
Exit Point Field, Sales Header Table Sales and Receivables
Requested Delivery Date Field, Sales Header Table Sales and Receivables
Bill-to Customer No. Field, Sales Header Table Sales and Receivables
Shipping No. Series Field, Sales Header Table Sales and Receivables
Bill-to Post Code Field, Sales Header Table Sales and Receivables
Get Shipment Used Field, Sales Header Table Sales and Receivables
Sell-to City Field, Sales Header Table Sales and Receivables
Allow Line Disc. Field, Sales Header Table Sales and Receivables
Ship-to Name Field, Sales Header Table Sales and Receivables
Salesperson Code Field, Sales Header Table Sales and Receivables
Opportunity No. Field, Sales Header Table Sales and Receivables
Status Field, Sales Header Table Sales and Receivables
Shortcut Dimension 2 Code Field, Sales Header Table Sales and Receivables
Applies-to ID Field, Sales Header Table Sales and Receivables
Shipment Date Field, Sales Header Table Sales and Receivables
Bill-to Country/Region Code Field, Sales Header Table Sales and Receivables
Amount Including VAT Field, Sales Header Table Sales and Receivables
Ship-to Country/Region Code Field, Sales Header Table Sales and Receivables
Shipment Method Code Field, Sales Header Table Sales and Receivables
Sell-to Address Field, Sales Header Table Sales and Receivables
Customer Disc. Group Field, Sales Header Table Sales and Receivables
Return Receipt No. Field, Sales Header Table Sales and Receivables
Shipped Not Invoiced Field, Sales Header Table Sales and Receivables
Last Return Receipt No. Field, Sales Header Table Sales and Receivables
EU 3-Party Trade Field, Sales Header Table Sales and Receivables
No. Printed Field, Sales Header Table Sales and Receivables
Campaign No. Field, Sales Header Table Sales and Receivables
Shipping Agent Service Code Field, Sales Header Table Sales and Receivables
Tax Area Code Field, Sales Header Table Sales and Receivables
Last Prepmt. Cr. Memo No. Field, Sales Header Table Sales and Receivables
Sell-to Post Code Field, Sales Header Table Sales and Receivables
IC Status Field, Sales Header Table Sales and Receivables
Credit Card No. Field, Sales Header Table Sales and Receivables
Ship-to Post Code Field, Sales Header Table Sales and Receivables
Location Code Field, Sales Header Table Sales and Receivables
Authorization Required Field, Sales Header Table Sales and Receivables
Ship-to Contact Field, Sales Header Table Sales and Receivables
Outbound Whse. Handling Time Field, Sales Header Table Sales and Receivables
Pmt. Discount Date Field, Sales Header Table Sales and Receivables
Ship-to Address Field, Sales Header Table Sales and Receivables
Bill-to Customer Template Code Field, Sales Header Table Sales and Receivables
Assigned User ID Field, Sales Header Table Sales and Receivables
Responsibility Center Field, Sales Header Table Sales and Receivables
Doc. No. Occurrence Field, Sales Header Table Sales and Receivables
Transport Method Field, Sales Header Table Sales and Receivables
Prepmt. Cr. Memo No. Series Field, Sales Header Table Sales and Receivables
VAT Country/Region Code Field, Sales Header Table Sales and Receivables
Reserve Field, Sales Header Table Sales and Receivables
Prepmt. Cr. Memo No. Field, Sales Header Table Sales and Receivables
Customer Posting Group Field, Sales Header Table Sales and Receivables
Bill-to Address Field, Sales Header Table Sales and Receivables
Shortcut Dimension 1 Code Field, Sales Header Table Sales and Receivables
Bill-to Contact No. Field, Sales Header Table Sales and Receivables
Language Code Field, Sales Header Table Sales and Receivables
Transaction Specification Field, Sales Header Table Sales and Receivables
Customer Price Group Field, Sales Header Table Sales and Receivables
Applies-to Doc. No. Field, Sales Header Table Sales and Receivables
Shipping No. Field, Sales Header Table Sales and Receivables
VAT Bus. Posting Group Field, Sales Header Table Sales and Receivables
Compress Prepayment Field, Sales Header Table Sales and Receivables
Prepayment Due Date Field, Sales Header Table Sales and Receivables
VAT Registration No. Field, Sales Header Table Sales and Receivables
Prepayment No. Field, Sales Header Table Sales and Receivables
Return Receipt No. Series Field, Sales Header Table Sales and Receivables
No. of Archived Versions Field, Sales Header Table Sales and Receivables
Order Class Field, Sales Header Table Sales and Receivables
Bill-to Contact Field, Sales Header Table Sales and Receivables
Prepmt. Posting Description Field, Sales Header Table Sales and Receivables
Invoice Disc. Code Field, Sales Header Table Sales and Receivables
Prepayment % Field, Sales Header Table Sales and Receivables
Posting Description Field, Sales Header Table Sales and Receivables
Order Date Field, Sales Header Table Sales and Receivables
Area Field, Sales Header Table Sales and Receivables
VAT Base Discount % Field, Sales Header Table Sales and Receivables
Bill-to City Field, Sales Header Table Sales and Receivables
Applies-to Doc. Type Field, Sales Header Table Sales and Receivables
Transaction Type Field, Sales Header Table Sales and Receivables
Ship Field, Sales Header Table Sales and Receivables
Sell-to IC Partner Code Field, Sales Header Table Sales and Receivables
Sell-to Customer Name 2 Field, Sales Header Table Sales and Receivables
Bal. Account Type Field, Sales Header Table Sales and Receivables
Last Shipping No. Field, Sales Header Table Sales and Receivables
Payment Discount % Field, Sales Header Table Sales and Receivables
Gen. Bus. Posting Group Field, Sales Header Table Sales and Receivables
Ship-to Code Field, Sales Header Table Sales and Receivables
Currency Factor Field, Sales Header Table Sales and Receivables
Last Prepayment No. Field, Sales Header Table Sales and Receivables
Sell-to Contact Field, Sales Header Table Sales and Receivables
Invoice Field, Sales Header Table Sales and Receivables
Bill-to County Field, Sales Header Table Sales and Receivables
Prices Including VAT Field, Sales Header Table Sales and Receivables
Print Posted Documents Field, Sales Header Table Sales and Receivables
Sell-to Address 2 Field, Sales Header Table Sales and Receivables
Shipping Advice Field, Sales Header Table Sales and Receivables
Last Posting No. Field, Sales Header Table Sales and Receivables
IC Direction Field, Sales Header Table Sales and Receivables
Prepmt. Payment Terms Code Field, Sales Header Table Sales and Receivables
Bill-to Name 2 Field, Sales Header Table Sales and Receivables
Bal. Account No. Field, Sales Header Table Sales and Receivables
Package Tracking No. Field, Sales Header Table Sales and Receivables
Tax Liable Field, Sales Header Table Sales and Receivables
Payment Terms Code Field, Sales Header Table Sales and Receivables
Amount Field, Sales Header Table Sales and Receivables
Prepmt. Pmt. Discount Date Field, Sales Header Table Sales and Receivables
Document Type Field, Sales Header Table Sales and Receivables
Invoice Discount Calculation Field, Sales Header Table Sales and Receivables
Sell-to Contact Role Field, Sales Header Table Denmark Local Functionality
Sell-to Contact Phone No. Field, Sales Header Table Denmark Local Functionality
Account Code Field, Sales Header Table Denmark Local Functionality
Sell-to Contact Fax No. Field, Sales Header Table Denmark Local Functionality
Sell-to Contact E-Mail Field, Sales Header Table Denmark Local Functionality
EAN No. Field, Sales Header Table Denmark Local Functionality
Service Tax Rounding Type Field, Sales Header Table India Service Tax
Trading Field, Sales Header Table India Sales Tax
Calc. Inv. Discount (%) Field, Sales Header Table India Sales Tax
Transit Document Field, Sales Header Table India Sales Tax
ST Pure Agent Field, Sales Header Table India Service Tax
State Field, Sales Header Table India Sales Tax
Assessee Code Field, Sales Header Table India Income Tax
VAT Exempted Field, Sales Header Table India Sales Tax
Form No. Field, Sales Header Table India Sales Tax
Free Supply Field, Sales Header Table India Sales Tax
Form Code Field, Sales Header Table India Sales Tax
Service Tax Rounding Precision Field, Sales Header Table India Service Tax
Nature of Services Field, Sales Header Table India Service Tax
TDS Certificate Receivable Field, Sales Header Table India Income Tax
Sale Return Type Field, Sales Header Table India Excise
Price Inclusive of Taxes Field, Sales Header Table India Excise
Structure Field, Sales Header Table India Local Functionality
Bill to Customer State Field, Sales Header Table India Local Functionality
Export or Deemed Export Field, Sales Header Table India Excise
Excise Bus. Posting Group Field, Sales Header Table India Excise
Vehicle No. Field, Sales Header Table India Local Functionality
Transaction Mode Code Field, Sales Header Table Netherlands Local Functionality
Bank Account Code Field, Sales Header Table Netherlands Local Functionality
LR/RR Date Field, Sales Header Table India Local Functionality
Mode of Transport Field, Sales Header Table India Local Functionality
LC No. Field, Sales Header Table India Local Functionality
Time of Removal Field, Sales Header Table India Local Functionality
LR/RR No. Field, Sales Header Table India Local Functionality
Amount to Customer Field, Sales Header Table India Local Functionality
WHT Business Posting Group Field, Sales Header Table New Zealand Local Functionality
Tax Document Marked Field, Sales Header Table New Zealand Local Functionality
Tax Document Type Field, Sales Header Table New Zealand Local Functionality
Outstanding Amount ($) Field, Sales Header Table United States Local Functionality
Printed Tax Document Field, Sales Header Table New Zealand Local Functionality
Adjustment Field, Sales Header Table New Zealand Local Functionality
Prepmt. Include Tax Field, Sales Header Table United States Local Functionality
Tax Exemption No. Field, Sales Header Table United States Local Functionality
Adjustment Applies-to Field, Sales Header Table New Zealand Local Functionality
STE Transaction ID Field, Sales Header Table United States Local Functionality
Ship-to UPS Zone Field, Sales Header Table United States Local Functionality
Currency Code Field, Sales Header Table Sales and Receivables
Posted Tax Document Field, Sales Header Table New Zealand Local Functionality
BAS Adjustment Field, Sales Header Table New Zealand Local Functionality
Dimension Set ID Field, Sales Header Table General Ledger
Probability % Field, Sales Header Table Switzerland Local Functionality
Competitor Price Field, Sales Header Table Switzerland Local Functionality
Deactivate recurrence Field, Sales Header Table Norway Local Functionality
Decision Date Field, Sales Header Table Switzerland Local Functionality
GLN No. Field, Sales Header Table Norway Local Functionality
Competition Field, Sales Header Table Switzerland Local Functionality
Account Code Field, Sales Header Table Norway Local Functionality
Expected Order Inflow Field, Sales Header Table Switzerland Local Functionality
Quote valid until Field, Sales Header Table Switzerland Local Functionality
Recurring Group Code Field, Sales Header Table Norway Local Functionality
Followup Date Field, Sales Header Table Switzerland Local Functionality
E-Invoice Field, Sales Header Table Norway Local Functionality
Filed User ID Field, Sales Header Table Switzerland Local Functionality
Filed Date Field, Sales Header Table Switzerland Local Functionality
Sell-to Contact Role Field, Sales Header Table Denmark Local Functionality
Sell-to Contact Phone No. Field, Sales Header Table Denmark Local Functionality
Account Code Field, Sales Header Table Denmark Local Functionality
Sell-to Contact Fax No. Field, Sales Header Table Denmark Local Functionality
Sell-to Contact E-Mail Field, Sales Header Table Denmark Local Functionality
EAN No. Field, Sales Header Table Denmark Local Functionality
Trading Field, Sales Header Table Sales Tax
Calc. Inv. Discount (Percentage) Field, Sales Header Table Sales Tax
Transit Document Field, Sales Header Table Sales Tax
Service Tax Rounding Type Field, Sales Header Table Service Tax
State Field, Sales Header Table Sales Tax
TDS Assessee Code Field, Sales Header Table Income Tax
ST As Pure Agent Field, Sales Header Table Service Tax
VAT Exempted Field, Sales Header Table Sales Tax
Form No. Field, Sales Header Table Sales Tax
Free Supply Field, Sales Header Table Sales Tax
Form Code Field, Sales Header Table Sales Tax
TDS Certificate Receivable Field, Sales Header Table Income Tax
Service Tax Rounding Precision Field, Sales Header Table Service Tax
Nature of Service Field, Sales Header Table Service Tax
Sale Return Type Field, Sales Header Table Excise
Price Inclusive Of Taxes Field, Sales Header Table Excise
Export or Deemed Export Field, Sales Header Table Excise
Excise Bus. Posting Group Field, Sales Header Table Excise
Structure Field, Sales Header Table India Local Functionality
Bill to Customer State Field, Sales Header Table India Local Functionality
Vehicle No. Field, Sales Header Table India Local Functionality
LR/RR Date Field, Sales Header Table India Local Functionality
Mode of Transport Field, Sales Header Table India Local Functionality
LC No. Field, Sales Header Table India Local Functionality
Time of Removal Field, Sales Header Table India Local Functionality
LR/RR No. Field, Sales Header Table India Local Functionality
Amount to Customer Field, Sales Header Table India Local Functionality
Dimension Set ID Field, Sales Header Table General Ledger
Sell-to Contact Role Field, Sales Header Table Denmark Local Functionality
Sell-to Contact Phone No. Field, Sales Header Table Denmark Local Functionality
Account Code Field, Sales Header Table Denmark Local Functionality
Sell-to Contact Fax No. Field, Sales Header Table Denmark Local Functionality
Sell-to Contact E-Mail Field, Sales Header Table Denmark Local Functionality
EAN No. Field, Sales Header Table Denmark Local Functionality
Transaction Mode Code Field, Sales Header Table Netherlands Local Functionality
Bank Account Code Field, Sales Header Table Netherlands Local Functionality
Dimension Set ID Field, Sales Header Table General Ledger
Dimension Set ID Field, Sales Header Table Sales and Receivables
Sell-to Contact Role Field, Sales Header Table Denmark Local Functionality
Sell-to Contact Phone No. Field, Sales Header Table Denmark Local Functionality
Account Code Field, Sales Header Table Denmark Local Functionality
Sell-to Contact Fax No. Field, Sales Header Table Denmark Local Functionality
Sell-to Contact E-Mail Field, Sales Header Table Denmark Local Functionality
EAN No. Field, Sales Header Table Denmark Local Functionality
Transaction Mode Code Field, Sales Header Table Netherlands Local Functionality
Bank Account Code Field, Sales Header Table Netherlands Local Functionality

See Also

Reference

Sales Order
Sales Invoice
Sales Quote
Blanket Sales Order
Sales Line
Sales Journal

Other Resources

Sell Goods
About Posting Sales