Transactions

Transactions live as a sidebar panel on the river page — one panel for the whole transaction list, with detail flow diagrams when you drill into one.

Browsing transactions

Open the Transactions panel from the right sidebar:

The header shows total count (e.g. Showing 50 of 1247 transactions). Each row is one Sales Order: SO number, linked PO number(s), customer, transaction date, and amount.

Sort and Filter are top-right. Filters route through the dimensions on the underlying metric view — a few (Product Category, Manufacturer, SKU) are applied client-side after pagination, so behavior changes once you've scrolled enough rows in.

Reading transaction detail

Click a row to open the detail view:

The header carries the SO number, the customer, and the approval status. Underneath: revenue, cost of goods, net profit and margin, and any unpaid balance.

The center of the panel is the flow diagram — a chronological timeline of every document tied to this transaction. Lanes split by party (vendor on one side, you / customer on the other). Each row is one event:

• PO — purchase order to vendor.
• POD / SHIP — proof of delivery and shipment.
• BILL — vendor invoice.
• VPAY — payment to vendor.
• INV / PAY — invoice to customer and payment received.
• CM / VCR / RA / VRA — credit memos, returns, and the vendor-side equivalents.

Click any event to highlight the rest of its chain — every related document lights up; unrelated ones fade. Click outside the diagram to clear.

Below the flow diagram, Line Items lists the SKUs on the PO with quantity received and amount.