Transaction Lookup
Use Transaction Lookup to find a previously completed transaction.
- From the Point of Sale main menu, click Transaction Lookup.
- Select or enter filter criteria and then touch or click the Search button.
- Use the navigation buttons to highlight the desired transaction and then click View Transaction.
- To make changes to the transaction, touch or click the Edit button. Use the Previous and Next buttons in the upper-right corner of the screen to navigate to other records in the lookup results.
Field
| Description | |
|---|---|
| Date Type | Set to Created Date (default), Order Date, Cancel Date, or Ship Date |
| From Date/To Date |
Click the Calendar to select a date. Default = month to date. Note: You can also select a time range for the selected date. |
| Document Number | The document number on the transaction. |
| First Name | First name of the Bill To Customer. |
| Last Name | Last name of the Bill To Customer. |
| Document Barcode | Scan the transaction barcode. |
| Transaction Type | All, Sale, All Orders, Customer Order, Layaway, Special Order, Send Sale, Return |
| Order Status | "All" will include all orders. "Closed" are orders that have been closed. "Pending" are orders that are more than zero and less than 100 percent fulfilled. "Complete" are orders 100 percent fulfilled. |
| Store | Select a specific store or All for all stores. Default = current logged-in user's store. |
| Workstation | Select a specific WS or All for all workstations. |
| Sort By | Select the field that should be used to sort the returned results: Sale Number, Order Number, Customer Name, Created Date, or Transaction Total. |
| Sort Order | Select Ascending or Descending. Default=Descending |
Transaction Lookup filter:
Changing Subsidiary/Store
Users with the required security permission can click the Subsidiary/Store element at the top of the screen to select a different subsidiary and/or store. The list of stores available for selection is filtered to include only stores to which the user has been assigned in Store Assignments.
Missing Workstation Number
If the workstation you are on is not assigned a workstation number (in the workstation record), in Transaction Lookup you won't see any workstation information listed. In other words, it won't be possible to look up transactions by workstation. If you are in Transaction Lookup and are not able to search by workstation or see workstation information, check the workstation record (Node Selection preferences) and assign a number.