Transaction Search

  1. 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.

  2. Enter the search criteria desired using any of the available methods.

    1. Review definitions in table below for more information.

  3. Select View if desired on any of the transactions.

  4. Print will do a print screen of the search results.

  5. 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

     

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Field

Definition

Field

Definition

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: Rental Check In

Rentals that were checked in at the register

Last Name/First Name

Customer Last or First Name

Transaction 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

POS Device

Which POS system you want view

Date Range

Select a preset date range or custom to enter custom date range

Cashier

Which Cashier you want to view

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.

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

FIRST PUBLISHED 05/06/2021

EDITED 08/08/2023

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