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Salesperson: quick reference cheat sheet
Fast lookup of the most common tasks, keyboard tips, and troubleshooting.
11 يوليو 2026
Most Common Tasks
| Task | Where to Go | What to Do |
|---|---|---|
| Create a new invoice | Invoices Open in Usystems → New Invoice | Select customer, add items, prices fill automatically, click Save |
| Find a customer | Contacts → Customers Open in Usystems | Use search box at top, or scroll through list |
| Check how much a customer owes | Contacts → Customers Open in Usystems → click customer name | View "Balance" row to see total owed or credit |
| View today's invoices | Invoices Open in Usystems | Look at dates, or ask for a filter by today's date |
| Record a cash payment | Ask your manager | Payment entry usually happens in Payments Open in Usystems section |
| Fix a wrong invoice | Ask your manager first | Edit before saving; after saving, ask manager for instructions |
| See total sales for the day | Reports Open in Usystems | Search for "Sales" or "Invoice" report, filtered by today |
Quick Keyboard Tips
- Tab key — jump to the next field (customer, item, quantity, etc.)
- Enter — submit a form or confirm (same as clicking Save)
- Escape — cancel and go back (close a form without saving)
- Ctrl + S (Windows) or Cmd + S (Mac) — save (if the Save button is visible)
Troubleshooting
| Problem | Likely Cause | Fix |
|---|---|---|
| "Customer not found" | Customer doesn't exist in the system | Go to Contacts → Customers Open in Usystems, click New Customer, and create them |
| Invoice won't save | Missing required field (often customer or items) | Review the form; look for red asterisk (*); fill in missing fields |
| Price is wrong | Product price not configured correctly, or you entered a custom price by mistake | Check the price with your manager; edit the line before saving, or ask manager to delete and recreate |
| Invoice appears but shouldn't | Invoice was saved by accident | Ask your manager; they can void or delete it (depending on permissions) |
| Can't see customer in the dropdown | Customer name is misspelled or they don't exist yet | Search for the name using the search box; if not found, create them in Contacts → Customers Open in Usystems |
| "Permission denied" or "You don't have access" | Your user account lacks invoice-creation permission | Ask your manager or admin to grant you Invoice Create permission |
| Invoice total doesn't match my math | Tax or discount applied; system may auto-calculate tax | Review the breakdown on the invoice; ask your manager if the amount is correct |
Permissions You Need
- Create invoices — to record sales
- View/Edit invoices — to correct mistakes before saving (or ask your manager after)
- View customers — to select and see balances
- View reports — to check daily totals (optional, but helpful)
If you see "You don't have permission" when trying a task, note the message and tell your manager.
When to Ask for Help
- Price is unclear — ask your manager before entering
- Customer not in the system — create them, or ask if this is a new customer
- Invoice won't save — check error message, fill missing fields, or ask your manager
- Customer owes too much — could be an overdue balance; alert your manager
- System is slow or unresponsive — ask your manager if the server is OK
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