Transaction Search screen defaults to today’s date for the Date Range. If desired, select one of the preset date ranges, or select Custom to input dates.
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 the search results.
Export offers 3 options.
Export Summary (CSV) downloads an excel file of the transaction summary. Format is consistent with the existing Data Exchange export job. Mosaic - Transactions Export File - Field Definitions
Export Details (PDF) will download the transactions information, separating each one to its own page. It will include detail information from the transaction.
Export Details (CSV) downloads an excel file of the transaction details. Format is consistent with the existing Data Exchange export job. Mosaic - Transaction Details Export File - Field Definitions
Field | Definition | Field | Definition | |||
|---|---|---|---|---|---|---|
Transaction ID | Transaction ID number (can be found in People & Accounts > Customer > Transaction History) | Transaction Type: SalePerforming a regular saleRental Check In | Rentals that were checked in at the register | |||
Last Name/First Name | Customer Last or First Name | Tender | Which Tender type you want to viewTransaction Type: Rented | Differentiates between products that were rented vs. sold | ||
Customer Account # | Account number (People & Accounts > Customer) associated with customer | Tender | Which Tender type you want to view | |||
Serial # | Product Serial number | AR Account/Agency | Select the AR account/agency you to view | |||
Serial # | Product Serial numberPOS Device | Which POS system you want view | Date Range | Select a preset date range or custom to enter custom date rangePOS Device | ||
Which POS system you want view | Start Date | Beginning date for range | Cashier | Which Cashier you want to view | End Start Date | End Beginning date for range |
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. | Does a print screen of your pageEnd Date | End date for range | |||
Transaction Type: Pay Out | Method for paying out money for things like Buyback. | Does a print screen of your page | ||||
Transaction Type: Refund | Performing a refund | Export | Export Summary (CSV) or Export Details (PDF) | |||
Transaction Type: RefundSale | Performing a refundregular sale | View | Lets you view transaction details |
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