Transaction Search screen defaults to today’s date for the Transaction Date.
Enter the search criteria desired using any of the available methods.
Review definitions in table below for more information.
Select View if desired on any of the transactions.
Print will do a print screen of your results.
Export offers 2 options.
Export Summary (CSV) downloads an excel file of the transaction summary.
Export Details (PDF) will download
the transactions information, separating each one to its own page. It will include detail information from the transaction.
Field | Definition | Field | Definition | ||
|---|---|---|---|---|---|
Transaction ID | Transaction ID number (can be found in People & Accounts > Customer > Transaction History, if applicable) | Tender | Which Tender type you want to viewTransaction Type: Sale | Performing a regular sale | |
Last Name/First Name | Customer Last or First Name | Transaction Date: From | Beginning date for rangeTender | Which Tender type you want to view | |
Customer Account # | Account number in (People & Accounts > Customer) associated with customer | Transaction Date: From | Beginning date for range | ||
Serial # | Product Serial number | Transaction Date: To | End date for range | ||
POS Device | Which POS system you want view | Does a print screen of your page | |||
Cashier | Which Cashier you want to view | Export | Export Summary (CSV) | Downloads Excel file to browser | or Export Details (PDF) |
Transaction Type: Pay In | Method to keep track of money that went into the till that was not part of a sale. Ex. Taking money from the safe and do a pay in to the register. | View | Lets you view transaction details | ||
Transaction Type: Pay Out | Method for paying out money for things like Buyback. | ||||
Transaction Type: Refund | Performing a refund | Transaction Type: Sale | Performing a regular sale |
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