# Sales Record

_Applications › Sales_

![Sales Record](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/9cfe20025ecb8f87dc141cb224667580.png)
*Sales record*

## Overview

Use the Sales Record form to review and maintain the files associated with a sales record and to access related ticket activity when required. Sales representatives and Account Managers use this form when supporting customer account activity; Purchasing, Warehouse, Finance, and Project users may use it when they need the record’s supporting documents.

The available form controls focus on file attachments, ticket access, accepting or cancelling the current form, deleting the record, and returning to the home page. No sales status, amount, customer, product, or approval fields are available on the provided form.

## Workflow

The Sales Record form does not provide a visible lifecycle status or stage field. Manage the record by deciding whether to retain the current work, add supporting files, review tickets, cancel changes, or delete the record.

1. **Decide whether to continue working on the current sales record.**  
   Review the Sales Record form and identify whether you need to add or review supporting files, access tickets, or finish the current form.

   - To leave the form and return to the application start page, select **Go Back to Home Page**.
   - To remain on the record, continue with the applicable decision below.

   > **Note:** The form exposes a file list only. Keep the documents attached to the sales record relevant to the customer account, sales activity, or related operational follow-up.

2. **Decide whether the record needs supporting documents.**  
   If you need to associate a document with the sales record, use the files list and select **Attach**.

   ![Sales record](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/b11f570233411664287d5fc0d3ac33eb.png)
*Sales record*

   - Use **Attach** when you need to add a file to the record.
   - Review the **files[]** list to confirm that the required supporting material is present.
   - If no additional document is required, leave the existing file list unchanged.

   Typical supporting material may include a customer communication, a quotation copy, a product document, or another file required for internal follow-up. The form does not provide document categories, so ensure the file itself is clearly named before attaching it.

   > **Tip:** Use descriptive file names that identify the customer account, document purpose, and date. This makes the file list easier for other users to review.

3. **Decide whether related ticket activity must be reviewed.**  
   If the sales record requires follow-up through tickets, select **Tickets**.

   Use **Tickets** to access the ticket-related action available from the sales record. Return to the form when you have completed the required ticket review or follow-up.

   Do not assume that selecting **Tickets** changes the sales record itself. No ticket status, ownership, or completion information is shown on the provided Sales Record form.

4. **Decide whether to accept or abandon the current form.**  
   After reviewing files and ticket activity, choose the outcome that matches your intent.

   - Select **Ok** to accept the current form.
   - Select **Cancel** if you do not want to continue with the current form action.

   > **Warning:** Select **Cancel** rather than **Ok** if the attached files or record context are not ready for use. The provided screen does not show a separate review or approval stage.

5. **Decide whether the sales record should be removed.**  
   Use **Delete** only when the sales record should no longer be retained.

   - Select **Delete** to initiate removal of the sales record.
   - Do not use **Delete** merely to remove or replace a file; first review the **files[]** list and use the appropriate record action available to you.
   - If you only need to leave the record, select **Go Back to Home Page** instead of deleting it.

## Examples

### Attach supporting correspondence to a customer sales record

An Account Manager is reviewing a sales record for a customer account after receiving written confirmation of a proposed order.

1. Open the Sales Record form and review the existing **files[]** list.

2. Determine that the customer’s confirmation should be retained with the sales record. Select **Attach**.

3. Add the file using a clear name, such as `Northwind_Order_Confirmation_2026-08-02.pdf`, so that Finance, Purchasing, and Warehouse users can identify its purpose when reviewing the record.

4. Review the **files[]** list and confirm that the document is available on the sales record.

5. Select **Tickets** if the confirmation requires a related follow-up ticket, such as a request for internal coordination.

6. When the record is complete, select **Ok** to accept the form.

The result is a sales record with the required supporting correspondence available in its file list. Any ticket-related work remains accessible through **Tickets**.

## Tips

> **Tip:** Attach documents that help the next business user understand the sales record without searching through separate email or shared-file locations.

> **Note:** Use **Go Back to Home Page** when you want to leave the form. This is different from **Cancel**, which is the action for abandoning the current form operation.

> **Warning:** Before selecting **Delete**, confirm that the record itself—not only one attached file—is no longer required. The form provides no visible recovery, archive, or approval option.

## Troubleshooting

| Symptom | Likely cause | Fix |
|---|---|---|
| The supporting document is not visible on the sales record. | The file was not attached, or the form was not accepted after the attachment action. | Review the **files[]** list, select **Attach** if the document is missing, then select **Ok** when the form is ready. |
| You opened ticket-related activity but cannot see ticket details on the Sales Record form. | Ticket information is accessed through the separate **Tickets** action rather than displayed as a form field. | Select **Tickets** again and complete the required ticket review there; then return to the sales record. |
| You no longer want to continue with the current form action. | The record or its files are not ready to be accepted. | Select **Cancel** rather than **Ok**. |
| You need to leave the form but do not want to remove the record. | **Delete** may have been considered as a way to exit the form. | Select **Go Back to Home Page**. Use **Delete** only when the sales record should be removed. |

## Related pages

- [Getting Started with Sales](doc:sales-getting-started)
- **Pricing Tool**
- [Sales — Learning Path](doc:workflows-sales-2)
- [Sales — Overview](doc:sales-overview)
- [Pricing Quotation](doc:pricing-quotation-guide)
- [Sales jobs](doc:sales-jobs-guide)
- [buyouts](doc:sales-buyouts-edit-record)
- [List](doc:sales-buyouts-list-view-record)
- [Letters Of Guaranties](doc:sales-letters-of-guaranties-view-record)
- [company](doc:company-guide)
- [NewInstantJob](doc:sales-list-newinstantjob)