The POS Transaction Finders allow you to search individual POS sales through a variety of Search criteria.
Also find via the Main Menu: Module / Point of Sale / POS Transaction Finder
There are separate POS Transaction Finder programs
Each searches for POS sales using a different lens.
To access any of the POS Transaction Finder programs:
- From the main [i] Merchant menu
- Select Modules > Point of Sale >POS Transaction Finders
- A sub menu that appears, select one of the five Transaction Finder programs listed below:
- Product Sale Transactions
- Service Sale Transactions
- Balance Card Sale Transactions
- Tender Transactions
- Find Sale for Review (this program can also be accessed directly via Modules > Point of Sale >Find Sale for review)
Within any of these categories, you can define your Search criteria in myriad ways.
Once you select an individual Transaction Finder program
The basic Find screen appears for that program.
Once you select your search criteria for any of the Transaction Finder programs and run your search, all matching POS sales will appear in the grid at the bottom of the screen.
To view detailed information for any of the displayed POS sales:
- Highlight the sale in question.
- Double-click on it
- This opens the POS Review window for the selected sale.
- This is an information window that displays each applicable line item in the transaction you selected.
You can view as many sales as you like in this manner. The POS Transaction Finders are a great, convenient, powerful way for you to review POS transactions using a wide variety of Search criteria.
Imported Sales
Use the search criteria option above to fit the range then FIND.
Once you find your data use the GROUPING option to show the totals.
Use the drop down box to pick a saved GROUP or create your own.
These are sales you have imported via the Web Order Imported with the status code of COMPLETED.
Imported Sales by Accounting Category
Click MORE >> to add an Accounting Category search option. Then pick your accounting category using the binoculars. Next click FIND.
Once your results are returned, click GROUPING and APPLY to sort / group your results.
Totals will show under each month or at the very bottom for Final Total.