Open Linked Transactions

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Open Linked Transactions Overview

The Sapphire Open Linked Transactions tool gives the SapphireOne user the ability to view all linked transactions to the transaction or transactions currently highlighted on the Sales Invoices screen. This gives the SapphireOne user the ability to Look or Modify a transaction with a status of Unposted.

For example, you may be a large company that distributes fruit and vegetables to a client. The client owns multiple supermarket locations, and you have an agreement that transactions are paid monthly. Due to various locations requiring different amounts of produce or stock, each store is responsible for managing their own inventory item quantities and stock levels. Consequently, each store makes separate orders to the vendor.

When a monthly invoice is due to be paid, the SapphireOne user will utilise the Open Linked Transactions tool and view the individual transactions of each store that are allocated to that particular monthly transaction. This is an extremely powerful tool in managing a high turnover of inventory and sales transactions.

To use the Open Linked Transactions tool the user must first highlight either a single transaction or a group of transactions. This tool displays all transactions that are linked to the transactions currently in the list on screen.

The user may then either look at or Modify the transaction if it remains unposted.

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