![]() ![]() With this in mind, here's a complete list of all the possible viewable details: For example, a customer may not always be attached to a sale. The viewable details included per sale varies from one to the next. ![]() The viewable details in the sales list can give you the context you need to find a specific sale or to analyze your shop's sales as a whole. To find a specific sale with the search bar, at this time, you can only scan a receipt or enter a receipt number. Note: If you have multiple registers, you can also refine your sales list with the Register filter. As an owner or manager, this is helpful if you want to search for discrepancies in opening and closing counts. To the left of the search bar, at this time, you can refine your sales list further with the additional Employee filter. As an owner or manager, this is helpful if you want to view the sales activity of one or multiple employees. As an associate, you can also see which completed sales were already refunded. This is helpful for owners and managers who want to review the refunds and exchanges of the day. View all completed sales that have an item with a negative quantity (a refund). It's also helpful if you're an associate who needs to find a completed sale and start a refund or exchange. As an owner or manager, this is helpful if you want to review the completed sales of the day. You can simply click Continue sale under the sale total to re-open it at the register. As an associate, this is helpful if you want to find and complete a sale you started at a different point in time. View all sales that were started but not completed. No filters are applied and this is the default view. Underneath your top-level filter, you can use the tabs to quickly view sales by their highlights: At this time, however, you can only select one shop at a time. Note: If you have a multi-store account, you can also group sales with the Shop drop-down. The sales list is refined by filters and your search criteria, includes helpful viewable details and links to other areas of your account. Sales are listed by date and time based on when they were completed (or created if they're in progress).Īt the top of the sales list, you can group your sales by date (up to 30 days ago) with the top-level filter. The sales history view has two main areas:Īlthough the sales history view is accessible to all employees, it does also contain restricted features that require certain employee permissions to access. To access the sales history view, click Sales > Sales history from the main menu. ![]() This makes the specific sales stand out so you can investigate them further in the side panel.Īs an associate, the sales history view allows you to quickly continue in-progress sales and find completed sales to start refunds or exchanges. refunds, discounts, notes), they're highlighted from the list visually with the use of icons and badges. If specific sales have details that are of interest to managers and owners (e.g. Accessible to all employee roles, it simplifies the everyday sales responsibilities of owners, managers and associates with its filters, viewable details and helpful links to other areas of Retail POS.Īs an owner or manager, the sales history view allows you to easily filter and analyze the day-to-day sales activity in your shop. The sales history view provides a 30-day history of all your sales in one place. ![]()
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