Introduction to Unallocated Sales Transactions report

The Unallocated Sales Transactions report shows every transaction on the system that has not been allocated, grouped under each customer account. This guide will provide an overview on the layout of the report, how to filter it, and how to export the report.

Table of Contents

• Introduction to Unallocated Sales Transactions report
• Table of Contents
• Steps on how to use the Unallocated Sales Transactions report
• Video walkthrough on how to use the Unallocated Sales Transactions report

Steps on how to use the Unallocated Sales Transactions report

Video walkthrough on how to use the Unallocated Sales Transactions report

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