Open Linked Transactions

Where Used: Numerous Locations 

Open Linked Transactions Overview

The Sapphire Open Linked Transactions tool enables the SapphireOne user 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 that has multiple supermarket locations, and you may 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, and each store makes separate orders to the vendor. When the monthly invoice is due to be paid, the SapphireOne user can utilise the Open Linked Transactions tool to view the individual transactions of each store that have been 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 as this tool will display 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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