RoamV2 - Sales History

RoamV2 - Sales History

The Sales History shows previous sales performed on Roam.

Access Sales History

  1. From your Roam POS screen click on the hamburger menu button ☰ in the top left corner. 
  2. In the menu sidebar, click Sales History
  3. Use the Search box at the top of the Sales History screen to search for a Roam Order Number. This corresponds with the Order Number in Retailer.
    If you have Multi-Store, the blue All Locations filter button at the top of the screen can be used to filter only sales performed in a particular location
  4. Click a Sale to view more details on the sale

Sale Details

  1. After selecting a Sale, the Sale Details screen will open
  2. The Order Number, Sale Total, Sale Date and Staff Details will appear at the top of the screen
  3. There are different Action Buttons available, depending on the type of the Sale
    1. Receipts
    2. Export
    3. Refund
    4. Void
    5. Continue Sale
    6. Cancel Sale
    7. Go to Original Order
  4. The Stock Items in the sale will appear under Items
  5. The Totals for Tax, Discount and Sale Amount will appear in the Totals section
  6. The Payments section shows the payments taken in Roam for this Sale.

Reprint or Email a Receipt

  1. From your Roam POS screen click on the hamburger menu button ☰ in the top left corner.
  2. In the menu sidebar, click Sales History
  3. Use the Search bar to search for the Order Number or select the sale from the Sales List
  4. Click the Receipts button
  5. To Print:
    1. Click Print
    2. Select Receipt Template to use (A4 or Thermal Receipt)
    3. The Print Dialog will open. Select your printer and click Print
  6. To Email:
    1. Click Email
    2. Select Receipt Template to use (A4 or Thermal Receipt)
    3. Enter Email Address to send receipt to. Click Send

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