Search
Search by sale number or customer keyword from the filter area.
Result: Quickly narrows the table to matching transactions.
Sales History Guide
How to use Sales History
This guide is for web-based sales review and auditing only; new sale checkout happens in the mobile POS app.
Primary Actions
Filter Controls
Apply status, cashier, and date filters before auditing totals.
Result: Produces focused transaction sets for review.
View Details
Open a sale row details panel to inspect items and payment data.
Result: Supports reconciliation and dispute checks.
Recommended Workflow
- Open Dashboard > Sales.
- Select reporting date and optional cashier filter first.
- Use Search when checking a specific receipt or customer.
- Open View Details for suspicious, cancelled, or high-value sales.
- Compare row totals against shift cash-out records.
- Use pagination to inspect older pages before final reconciliation.
Best Practices
- Always set date before searching to reduce noise.
- Use cashier filters for performance coaching and accountability.
- Review cancelled sales daily for approval consistency.
- Cross-check payment method totals against actual settlement records.
Operational Notes
Web Review Module
Sales page is optimized for review and analysis, not checkout flow.
Detail-level Audits
View Details is essential for validating item lines and payment outcomes.
Shift Close Support
Use filtered sales lists to validate shift end balances and variances.
Traceability
Cashier and timestamp visibility improves accountability and troubleshooting.