View a listing of all products purchased.
Search
The Products page can be searched by Product name by using the Search field at the top of the page.
The Total Cost of the filtered products displays at the bottom of the page.
Filter
Products can be filtered by Date Range using the Date Range fields at the top of the page. The date defaults to the current month. Optionally, products can be filtered by Field or Tank when the Destination toggle is on. The Total Cost for the resulting products displays at the bottom of the page.
The filters selected display below the Filters button.
Export
The products displaying in the grid can be exported to a CSV file by selecting Export at the top of the page. This automatically downloads a CSV copy of the results in the grid.
Products
The product grid displays the Product, Quantity purchased, and Cost along with the Subtotal, Total Tax, and Total Cost.
Selecting a product from the grid displays the Product Detail page, where Invoice details for the selected product can be viewed. A separate line for each Invoice loads on this page, along with the Invoice#, Invoice Date, Quantity, Tax, Product Subtotal, Prepay, and Invoice Total for each Invoice line.
- The Product Details page can also be filtered by date range by adjusting the Date Range fields at the top of the page.
- Product totals display at the bottom of the page for all products in the grid, including Total Quantity, Product Subtotal, Tax, and Total Product Cost.
- To download the list of Invoices, select Export (to the right of the Date Range).
- To view or download an individual Invoice, choose the Download icon on that line item (to the right of Invoice Total) and select View pdf or Download pdf.
- The breadcrumbs at the top of the page can be used to navigate back to the Products page.