Find Sales


You can find sales to work with history or returns.  For a video tutorial about working with sales transaction record filters, go to Filtering Sales Data.

To find a list of sales:

  1. Go to Customer > Sales > Find.  The Sale Criteria window will appear.  This is also available from the Point of Sale (POS) window.

     
  2. Narrow your criteria by entering a sale number, sale date, or range of dates, customer name, sales associate name, store number, station number, station name, or item number.
  3. Select OK.  A list of matching sales records will appear. 

     
  4. To print the list, select Print List…
  5. To include voided sales, select Show Voided Sales.
  6. To review the sales receipt for an item, double-click on a particular record or highlight a record and select Details…. A preview of the receipt like the one shown during point of sale (POS) will appear.  See the section entitled Review Receipts for more information.

     
  7. To take action on this sale, use the Supervisor menu.  See the section entitled Find Sales Supervisor Options

 

Updated on Thu, 30 Sep 2021 by Angela Chiaravalle

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