Transaction Search

Transaction Search screen defaults to today’s date for the Transaction Date.
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 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) This is also the receipt number or web order number are considered the transaction ID.	Transaction Type: Sale	Performing a regular sale
Last Name/First Name	Customer Last or First Name	Tender	Which Tender type you want to view
Customer Account #	Account number (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	Print	Does a print screen of your page
Cashier	Which Cashier you want to view	Export	Export Summary (CSV) 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

FIRST PUBLISHED 05/06/2021

EDITED 06/26/2023