Question 2

PRINT THIS DOCUMENT - QUESTION 2 (PDF)

Click here to go Back to the Main Help Page.

2. How do I create a sale template in the DataLog?

Open the Datalog. Create a new sale by clicking on the folder you want the sale in and then click on New Sale > New Blank Sale.

Fill out the fields that you want for your sale template. Save the sale and then close it. Your sale should now be visible in the sales grid.

To use the sale we just created as a template, click on the sale to select it and then go to the New Sale button and select Use Current Sale as Template.

After selecting that option, a new sale will open in a new screen with your template fields filled in. Once you have made your changes for the new sale, save it. The sale should now be renamed with the 'Grantor to Grantee - Index Number' information.

Close the sale and you should see both the original template and the new sale in the sales grid as shown below.