# Sale Transaction Summary

<p class="doc-lead">Linked document graph for a sale transaction — shows how quotations, orders, deliveries, invoices, payments, and related documents connect.</p>

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<p class="doc-toc-title">On this page</p>
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<a href="#/sales/reports/sale-transaction-summary?id=overview">Overview</a>
<a href="#/sales/reports/sale-transaction-summary?id=use-cases">Use Cases</a>
<a href="#/sales/reports/sale-transaction-summary?id=filters">Filters</a>
<a href="#/sales/reports/sale-transaction-summary?id=columns">Columns</a>
<a href="#/sales/reports/sale-transaction-summary?id=actions">Actions</a>
<a href="#/sales/reports/sale-transaction-summary?id=faq">FAQ</a>
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<h2 id="overview">Overview</h2>

Open from <b>any sale transaction view — click the <b>Summary</b> tab or expand icon on a Sale Quotation, Sale Order, Sale Invoice, Pro Forma Invoice, Commercial Invoice, Credit Note, or Return Order</b>.

Panel title in ERP: <b>Sale Transaction Summary</b>

<p><b>What it shows.</b> A linked document tree for the selected transaction. Each node shows document type, number, date, amount, and status.</p>

<p><b>When to use it.</b> Use to trace the full lifecycle of a sale from quotation through payment, verify linked documents exist, or navigate to related records.</p>

<p><b>How amounts are calculated.</b> The summary reads document links stored when downstream documents are created from upstream ones. Unlinked documents appear as standalone nodes.</p>

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<h2 id="use-cases">Use Cases</h2>

<ul>
<li><b>Audit trail</b> — Open a sale invoice and expand the summary to confirm it was created from an approved order and delivery note.</li>
<li><b>Pending fulfillment check</b> — Open a sale order and see whether delivery notes and invoices have been created.</li>
<li><b>Payment verification</b> — From an invoice, trace linked receipt vouchers to confirm settlement status. Advances collected with <b>Payment In</b> on a pro forma or quotation also appear here and on the source document’s summary.</li>
<li><b>Return flow review</b> — On a return order, view the chain of Return Order → Credit Note documents in one panel.</li>
</ul>

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<h2 id="filters">Filters</h2>

This panel has no separate filters. It displays all documents linked to the currently open transaction.

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<h2 id="columns">Columns</h2>

| **Column** | **Description** |
|------------|-----------------|
| Document Type | Type of linked document (Quotation, Order, Delivery Note, Invoice, Credit Note, Receipt Voucher, etc.). |
| Number | Document reference number. Click to open. |
| Date | Document date. |
| Amount | Document total amount. |
| Status | Current status (Draft, Approved, Cancelled, Closed, etc.). |
| Link Type | How the document was created (converted, linked, or standalone). |

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<h2 id="actions">Actions</h2>

<ul>
<li><b>Summary tab</b> — open the Sale Transaction Summary panel from a sale transaction view</li>
<li><b>Document link</b> — click a document number to navigate to that record</li>
<li><b>Collapse</b> — close the summary panel to return to the transaction form</li>
</ul>

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<h2 id="faq">FAQ</h2>

<p><b>Where do I find the Summary tab?</b><br>On sale quotation, order, invoice, pro forma invoice, credit note, and return order views, open the <b>Summary</b> tab in the transaction panel.</p>
<p><b>Why is a document missing from the summary?</b><br>Only documents explicitly linked during creation appear. Independently created documents will not show.</p>
<p><b>Do advance receipts from Payment In appear here?</b><br>Yes. Receipt vouchers created with <b>Payment In</b> from a pro forma or quotation appear on that document’s summary, and also on the related sale invoice after they are linked (automatically on invoice approve, or manually with <b>Link with Bill</b>).</p>
<p><b>Does the summary show journal entries?</b><br>No. It shows sales module documents and receipt vouchers. Journal details are on the invoice view.</p>
<p><b>Can I export the transaction summary?</b><br>No. Use individual document print or export options for each linked record.</p>
<p><b>Where do I find this?</b><br>On the transaction view tabs — linked quotations, orders, delivery notes, invoices, and payments.</p>

<p><b>Is this a standalone report menu item?</b><br>No. It is embedded on each sale document for document-chain traceability.</p>
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<h2 id="related">Related</h2>

<ul>
<li><a href="#/sales/sale-quotation">Sale Quotation</a></li>
<li><a href="#/sales/sale-order">Sale Order</a></li>
<li><a href="#/sales/sale-invoice">Sale Invoice</a></li>
<li><a href="#/sales/pro-forma-invoice">Pro Forma Invoice</a></li>
<li><a href="#/accounts/receipt-voucher">Receipt Voucher</a></li>
<li><a href="#/purchase/reports/transaction-summary">Purchase Transaction Summary</a></li>
</ul>