The list of sale lines is accessible in the Sales tab of the main menu.

In the drop-down header, select Sale Lines View.

The Sale lines view constitutes the exhaustive list of all the products sold, all periods and all statuses combined. That is to say that each item appears as many times as it is present in a past, current or future sale.

In this view, each line corresponds to a product sold on a given date.

This is a view dedicated to analysis, the most relevant when it comes to, for example:

• Measure performance by product categories;
• Understand the seasonality of sales and anticipate;
• Identify popular products with customers as well as bestsellers;
• Identify the most profitable customers, periods, channels.

This, in order to define the actions to be taken to increase its turnover and optimize its margin.

The most common search criteria are available directly as drop-down filters:

• By period: All periods, today, tomorrow, this week.
• By status: All statuses, created, pending, sold, cancelled.

You can easily find sales lines by refining the search through more advanced filters.

Feeding and synchronising the view

Sale lines reach melba in two ways:

• From a file: the Import button at the bottom of the list opens the three-step wizard — upload the file, map the columns, review before validating.
• From your point of sale: on the installed extension's page, the … menu offers Import Sales. You choose what gets imported (sales, products, or both) and a start date, up to two months back.

Once the extension is installed there is nothing to trigger by hand: melba queries your point of sale every 30 minutes and pulls in the sales recorded since the previous import. Both routes are detailed in how to import sales data.

Reading a line: melba product and point-of-sale data

A reconciled line stacks two levels of information:

• In the Designation column, the attached melba product comes first, with the raw label returned by the point of sale or the imported file right underneath.
• In the numeric columns — unit, cost, price, tax, discount, revenue, margin — the first value is the theoretical value taken from the melba product sheet, the second the actual value as imported. A gap between the two flags a till price or tax that does not match your reference data.

As long as a line is not reconciled, only one value is shown. The All / Reconciled / Not reconciled tabs isolate the lines left to handle: a line counts as reconciled only when it is attached to a product and to a sale item. Otherwise the Designation column offers Associate with a product, Associate with a sale item or Create sales information directly. The procedure is described in how to reconcile sales data.