Edit Transaction

Users who belong to a group with the "POS -Edit Finalized Transaction" permission can edit a finalized (updated) transaction to add information such as add a Tracking Number or change associate information.

1. Use the Transaction Lookup feature to find the desired transaction.    
2. Highlight the transaction and click View Transaction.    
3. Click the Edit button.    
4. Make any necessary changes and then click the Save button.   

Editable Fields on Updated Transactions
After a transaction has been updated, the following fields can be edited:

• Associate and Associate Activity %
• Tracking # and Shipping Method
• Transaction Notes
• POS Flags
• Comments

Note: The editable fields may depend on which features in Prism you currently have activated.

Edit Document Date
Users who belong to a group with the permission "POS - Edit Document Date" can edit the transaction date at POS in Transaction Details. A user with the permission set to DENY cannot edit the date. A user with the permission set to OVERRIDE can edit the date with override credentials. This change enables retailers to add missed sales or offline sales as needed.