Product sales

In this tab you can have full overview of company-wide product sales. For a complete overview of product sales, you can read this article. As in other tabs under financial, some product-specific choices are available in the right hand report filter:

If you have the correct role based access control in Moment, you can also edit the product sales by clicking the edit button the far left, and set product sales as either not accepted, accepted or invoiced.

This page also allows for creating a new product sale.

By clicking the cogwheel icon on the top right, you will get an option to either copy a product sale or update product sales from Excel.

Updating product sales from Excel is fairly simple. Just download our template, open it in Excel and fill in the necessary fields. Then upload it to Moment in the same modal as you downloaded the template from.