--- title: Main Sales View Window description: To see the Main Sales View Window:  4. Select a date in the fields Date from and To  5. Click refresh to display the records that fall within that date 6. Click on the Check boxes to select the rep --- [Skip to content](https://faq.elecate.com/faq/main-sales-view-window#main-content) English Show submenu for translations [Customer portal](https://elecate.com/tickets-view?hsLang=en) ![Elecate with Star](https://faq.elecate.com/hs-fs/hubfs/Elecate_pri.png?width=400&height=203&name=Elecate_pri.png) Open main navigation Close main navigation - English Show submenu for translations - [Customer portal](https://elecate.com/tickets-view) - Go to elecate.com Go to elecate.com Hi, How can we help you? - There are no suggestions because the search field is empty. 1. [Home](https://faq.elecate.com/faq?hsLang=en) 2. [Sales & Marketing](https://faq.elecate.com/faq/sales-marketing?hsLang=en) # Main Sales View Window To see the Main Sales View Window:  1. Go to ***Sales & Marketing*** 2. Click on ***Event & Order Management*** 3. Click on ***Main sales View*** ***![](https://faq.elecate.com/hs-fs/hubfs/undefined-Apr-11-2025-07-48-14-1857-PM.png?width=670&height=295&name=undefined-Apr-11-2025-07-48-14-1857-PM.png)*** ***4.*** Select a date in the fields ***Date from*** and ***To***  ![](https://faq.elecate.com/hs-fs/hubfs/undefined-Apr-11-2025-07-50-50-3404-PM.png?width=670&height=288&name=undefined-Apr-11-2025-07-50-50-3404-PM.png) 5\. Click ***refresh*** to display the records that fall within that date ![](https://faq.elecate.com/hs-fs/hubfs/undefined-Apr-11-2025-07-51-13-7286-PM.png?width=670&height=295&name=undefined-Apr-11-2025-07-51-13-7286-PM.png) 6\. Click on the ***Check boxes*** to select the report or reports you want to export  ![](https://faq.elecate.com/hs-fs/hubfs/undefined-Apr-11-2025-07-51-41-2626-PM.png?width=670&height=285&name=undefined-Apr-11-2025-07-51-41-2626-PM.png)  7. Click ***Print to*** and select how you want to view the reports  8. Click on **New entry** to create a new one ![](https://faq.elecate.com/hs-fs/hubfs/undefined-Apr-11-2025-07-53-19-6419-PM.png?width=670&height=252&name=undefined-Apr-11-2025-07-53-19-6419-PM.png) 1\. Click on ***action one to edit***  2\. Action two ***menu builder*** 3\. Action three o***pen sales menu***    ***![](https://faq.elecate.com/hs-fs/hubfs/undefined-Apr-11-2025-08-00-26-2956-PM.png?width=670&height=284&name=undefined-Apr-11-2025-08-00-26-2956-PM.png)*** - Click on ***action one to edit*** Here you can edit the information inside of each of the tabs (customer, event, etc). ![](https://faq.elecate.com/hs-fs/hubfs/undefined-Apr-11-2025-08-01-46-8921-PM.png?width=670&height=322&name=undefined-Apr-11-2025-08-01-46-8921-PM.png) - Action two ***menu builder***  Here you can create, add a new section and view an existing one. ***![](https://faq.elecate.com/hs-fs/hubfs/undefined-Apr-11-2025-08-02-50-5051-PM.png?width=670&height=286&name=undefined-Apr-11-2025-08-02-50-5051-PM.png)*** - Action three ***open sales menu***   Here you can search, filter and group each section. ***![](https://faq.elecate.com/hs-fs/hubfs/undefined-Apr-11-2025-08-03-23-2821-PM.png?width=670&height=301&name=undefined-Apr-11-2025-08-03-23-2821-PM.png)*** **In the different columns (Menu, Staff, Beverage, Equipment and Accounting), you´ll find the following statuses: In Process:** Currently being worked on by the salesperson, where the event is being edited, updated, or items are being added/removed before sending it to the corresponding department (kitchen, staffing, operations). **In Production:** The event is already being worked on by the corresponding department (kitchen, staff, and operations). **N/A:** Not applicable; a status selected by the sales manager when an event is no longer valid. **New:** A completely new event that has not been touched or edited by any salesperson yet. **Ready for Invoicing:** The event date has passed, and it is now ready to be sent to begin the invoicing process. **Returned:** The event was returned by one of the departments it was sent to (kitchen, staff, or operations) so the salesperson can make the necessary changes and resend it. **Submitted:** The event has been sent to the corresponding department (kitchen, staff, or operations). ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Jan-14-2026-04-56-35-1689-PM.png?width=1752&height=864&name=image-png-Jan-14-2026-04-56-35-1689-PM.png) In the Accounting column, we have 2 different statuses: ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Jan-14-2026-04-58-34-1842-PM.png?width=1761&height=853&name=image-png-Jan-14-2026-04-58-34-1842-PM.png)   - [Sales & Marketing](https://faq.elecate.com/faq/sales-marketing?hsLang=en#main-content) - [Customer](https://faq.elecate.com/faq/sales-marketing?hsLang=en#customer) - [Event & Order Management](https://faq.elecate.com/faq/sales-marketing?hsLang=en#event-order-management) - [Reports](https://faq.elecate.com/faq/sales-marketing?hsLang=en#reports) - [Marketing](https://faq.elecate.com/faq/sales-marketing?hsLang=en#marketing) - [Sales](https://faq.elecate.com/faq/sales-marketing?hsLang=en#sales) - [Finance & Accounting](https://faq.elecate.com/faq/finance-accounting?hsLang=en#main-content) - [Accounting Tools](https://faq.elecate.com/faq/finance-accounting?hsLang=en#accounting-tools) - [Customer Financials](https://faq.elecate.com/faq/finance-accounting?hsLang=en#customer-financials) - [Financial Reports](https://faq.elecate.com/faq/finance-accounting?hsLang=en#financial-reports) - [Commissions & Goals](https://faq.elecate.com/faq/finance-accounting?hsLang=en#commissions-goals) - [Payroll Processing](https://faq.elecate.com/faq/finance-accounting?hsLang=en#payroll-processing) - [Production](https://faq.elecate.com/faq/production?hsLang=en#main-content) - [Kitchen Management](https://faq.elecate.com/faq/production?hsLang=en#kitchen-management) - [Dispatching & Shipping](https://faq.elecate.com/faq/production?hsLang=en#dispatching-shipping) - [Event Staffing](https://faq.elecate.com/faq/production?hsLang=en#event-staffing) - [Event Production](https://faq.elecate.com/faq/production?hsLang=en#event-production) - [Production Reporting](https://faq.elecate.com/faq/production?hsLang=en#production-reporting) - [Returns](https://faq.elecate.com/faq/production?hsLang=en#returns) - [Purchasing & Inventory](https://faq.elecate.com/faq/production?hsLang=en#purchasing-inventory) - [Reports](https://faq.elecate.com/faq/production?hsLang=en#reports) - [Data Items](https://faq.elecate.com/faq/data-items?hsLang=en#main-content) - [Food Management](https://faq.elecate.com/faq/data-items?hsLang=en#food-management) - [Beverage Management](https://faq.elecate.com/faq/data-items?hsLang=en#beverage-management) - [Equipment Management](https://faq.elecate.com/faq/data-items?hsLang=en#equipment-management) - [Miscellaneous Items](https://faq.elecate.com/faq/data-items?hsLang=en#miscellaneous-items) - [HR Management](https://faq.elecate.com/faq/data-items?hsLang=en#hr-management) - [Vendor Management](https://faq.elecate.com/faq/data-items?hsLang=en#vendor-management) - [Venue Management](https://faq.elecate.com/faq/data-items?hsLang=en#venue-management) - [Reports](https://faq.elecate.com/faq/data-items?hsLang=en#reports) - [Database Tools](https://faq.elecate.com/faq/data-items?hsLang=en#database-tools) - [General Setup](https://faq.elecate.com/faq/general-setup?hsLang=en#main-content) - [Marketing](https://faq.elecate.com/faq/general-setup?hsLang=en#marketing) - [Software Updates Timeline](https://faq.elecate.com/faq/software-updates-timeline?hsLang=en#main-content) - [New Development](https://faq.elecate.com/faq/software-updates-timeline?hsLang=en#new-development) - [Online Portal](https://faq.elecate.com/faq/software-updates-timeline?hsLang=en#online-portal) - 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