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Transaction Search screen defaults to today’s date for the Transaction Date. Date Range. If desired, select one of the preset date ranges, or select Custom to input dates.
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Enter the search criteria desired using any of the available methods.
1. 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 the search results.
Export offers 2 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.
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Field	Definition	Field	Definition
Transaction ID	Transaction ID number (can be found in People & Accounts > Customer > Transaction History) This is also the receipt number or web order number are considered the transaction ID.	Transaction Type:

SalePerforming a regular sale

Rental 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 viewBeginning date for range

Transaction Type: Rented	Differentiates between products that were rented vs. sold
Customer Account #	Account number (People & Accounts > Customer) associated with customer

Transaction Date: From

End date for range

Tender	Which Tender type you want to view
Serial #	Product Serial number

Transaction Date: To

AR Account/Agency	Select the AR account/agency you to view
POS Device	Which POS system you want view

Print

Date Range

Does a print screen of your page

Select a preset date range or custom to enter custom date range
Cashier	Which Cashier you want to view

Export

Export Summary (CSV) or Export Details (PDF)

Start Date	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.

View

Lets you view transaction details

End Date	End date for range
Transaction Type: Pay Out	Method for paying out money for things like Buyback.	Print	Does a print screen of your page
Transaction Type: Refund	Performing a refund	Export	Export Summary (CSV) or Export Details (PDF)
Transaction Type: Sale	Performing a regular sale	View	Lets you view transaction details

Status

colour	RedBlue
title	FIRST PUBLISHED 05/06/2021EDITED 08/08/2023

Status

colour	BlueRed
title	EDITED FIRST PUBLISHED 05/06/26/20232021

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