diff --git a/app/modules/accounting/templates/accounting/sales_learning.html b/app/modules/accounting/templates/accounting/sales_learning.html index 6f50bbc..49ed67f 100644 --- a/app/modules/accounting/templates/accounting/sales_learning.html +++ b/app/modules/accounting/templates/accounting/sales_learning.html @@ -3,11 +3,16 @@
Sales & Income · Phase 15
-Learn how each client historically treats customers and Sales/Income ledgers. Purchase historical evidence remains in its existing store; this page keeps Sales evidence separate.
+Sales & Income · Historical Learning
+Collect read-only historical Sales vouchers from Tally and convert them into customer-to-Sales-ledger evidence for this ERP client. This screen manages historical collection; Customer Intelligence and Sales Ledger Learning use the resulting evidence separately.
+Read-only. The selected workstation refreshes Sales vouchers from the currently open mapped Tally company for the chosen period, then stores neutral historical evidence. It does not create or alter Tally vouchers.
+Read-only. Select the workstation and currently open Tally company, choose the period, and refresh historical Sales voucher evidence. The Local Agent reads Tally and updates the client's accounting evidence store; it does not create, edit or post Tally vouchers.
{% if not workstations %}Reviewer confirmations take priority over historical evidence.
These are resulting customer mappings created by Sales & Income review. They are shown here only so you can see how historical evidence is being converted into reusable learning.
| Customer | GSTIN | Tally Customer | Sales Ledger | Evidence | Confidence |
|---|