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.
   
4. The blue filter button at the top of the screen allows the Sales History list to have various filters applied.
   
1. Click the Clear Filters button in the top right corner to remove all filters
   
2. If you have Multi-Store, click Filter by Location to only show sales performed in selected location(s).
3. Click Filter by Terminal to only show sales performed on selected terminal(s)
4. Click Filter by Sales Type to only show selected Sale Types: Sale, Layby, Quote, Invoice
5. Filter by Source: Only Roam Sales currently available 
6. Click Filter by Product to only show sales where selected product(s) were sold.
7. Click Filter by Customer to only show sales to selected customers.
8. Click Filter by Accepted Quote to only show Accepted Quotes (Proforma)
9. Click Filter by Return to only show Refund sales
5. Click a Sale to view more details on the sale
   

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.
   

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.

FAQ