Using the Search Options

  1. In the Locate Sales Based On The Following Search Requirements section in Previous Sales screen, you can use any combination of the following search options:
    • Sale Date - Select a date from the drop-down box.
    • Customer Number - Type in or press [Enter] to search for a customer.
    • Staff Member - Select a staff name from the drop-down box.
    • Sale Type - Select the type of sale (Cash sale, invoice etc.) from the drop-down box.
    • Stock Item Sold - Scan/Type in the barcode or press [Enter] to access the Find Stock Screen.
    • Serial Number - Type in the serial number to search for.
    • Sale Amount - Type in the sale amount to search for.
    • Tender Amount - Type in the tendered amount to search for.
    • Payment Type - Select the payment method from the drop-down box.
    • Order Number - Type in the order number to search for.
    • Sale Stamp - Scan the receipt barcode or type in the sale stamp number to search for.
    • Source - Allows you to select the source of the sale such as instore or online
  2. Click on Search Now after filling in the search requirements.

Filtering the Transaction List

  1. Click on the drop-down arrow next to the column header that you want to search in.
  2. Select the Custom option.
  3. In the Custom Filter screen:
    • In the first drop-down box, select how you would like to search for the keyword.
    • Enter the keyword to search for in the box to the right.
    • If you want to search using multiple filters, select between AND or OR and then enter the search parameters in the next two boxes.
      NOTE: AND will filter search results using BOTH keywords while OR will filter search results based on either one of the two keywords.
    • Click OK.
  4. The screen will now display sales that matched your search parameters.