Field

Description/Activity

Search Criteria

Transaction Code

Enter the code of transaction being searched.

Customer Code

Displays the code of the customer whose transaction(s) is being searched.

Customer Group

Enter the customer group for which the records are to be searched.

Actual Date

Enter the actual date for which the transaction is being searched.

Store

Select store for which the transactions are to be searched. By default it will be populated by the current store.

In case of enterprise uses can change the store else it would be disable.

Customer Reference Number

Enter the Customer Reference Number for which the records are to be searched.

Date From

Enter the start date range of the business date for which the transactions are to be searched.

Date To

Enter the to date range of the business date for which the transactions are to be searched.

Transaction Type

Select the transaction type from the available list for filtering the transactions.

•All

•Sale

•Refund

•Exchange

•Order

•Layaway

•Quotation

•Delivery

•OnAccount

•Lost Sales

•Gift Certificates

Product Id

If the transaction type is selected then cashier can search the transaction based on the product sold to the customer.

Sales Person

Tranction can be serach based on selected sales person

Tender Type

Select the tender type from the list of tenders for searching the transaction. Seleting this will show the list of the transactions in which the selected tender type is used as payment method.

•Cash

•Credit Card

•Debit Card

•Gift Certificate

•On Account

•Check

•Travellers Check

•Foreign Currency

•Voucher

•Loyalty

Custom

Card Number

If the Tender type is selected then cahier can enter the last four digits of the credit card to search for the transactions.

Cashier Id

Enter the cahsier id for searching the transactions done by a cashier.

POS Id

Enter the POS Id for searhing the transcation done at a particular POS..

Has Balance

Select Has balance value for which the records are to be searched

Possible Value: All, True and False

Amount Greater To

Enter the amount for searching the transaction above this amount.

Amount Less To

Enter the amount for searching the transaction below this amount.

Is Suspended

Select Is Suspended value for which the records are to be searched.

Possible Value: All, True and False

Has Sale Surcharges

Select Has Surcharge value for which the records are to be searched.

Possible Value: All, True and False

Has Manager Override

Select Has Manager Override for which the records are to be searched.

Possible Value: All, True and False

Approval Status

Select Approval Status Override value for which the records are to be searched. Possible Value:

•All: Search all type of transaction.

•Not Required: Search the transactions where approval status is not required.

•Pending: Search the transactions where approval status is Pending.

•Approved: Search the transactions where approval status is Approved.

•Rejected: Search the transactions where approval status is Rejected.

Search Results

Transaction Code

Displays the id of the transaction(s) searched.

First Name

Displays the first name of the customer whose transaction(s) is searched.

Business Date

Displays the actual date for the transaction searched.

Actual Date

Displays the business date for the transaction searched.

Store

Displays the store where transaction was done.

Total

Displays the total amount of the transaction.

Button

[F1 Search]

Enables the user to search for the transactions.

Specify the “Search Criteria”, if any, by entering the required values and touch the search button. The search results are displayed in the grid.

If the user does not enter any value in the “Search Criteria” fields, all the existing transactions for the customer are displayed in the grid.

[F2 Clear]

Deselects the transaction searched and enables the user to specify the search criteria to search another transaction(s).

[F7 View]

Opens selected transaction in view mode.

[Query Search]

Opens query builder search view to select query on which transactions search should be made.

[OK]

Opens selected transaction in view mode.