Using the Previous Sales Screen

Below is a preview of the Previous Sales screen. The screen can be accessed by:

1. In the Point of Sale screen, Pressing [F3] on the keyboard.
   
2. In the Point of Sale screen, Pressing/Clicking on the Previous Sales on-screen button.
   
3. In the Customer Screen, right click a sale in the Transaction List and click Open Previous Sales Screen
   
4. In the Customer Screen, click View All Transactions
   

 

1. Summary of Sales

This section provides a summary of every transaction made through Retailer. Within this section, you can do the following:

• Change the staff initials linked to the sale.
• Filter the list based on certain parameters.
  
• Right Click a Sale to:
  
• Change Delivery Address
  
• Add/Edit Transaction Notes
  
• Change Invoice Due Date
  
• Pay Invoice
  
• Email Receipt to an alternative Email Address
  
• If a Normal Sale was not assigned to a Customer Profile during the sale, you can Assign Sale to Customer
  
• For Credits and Payments, you can view Allocation Details of the Invoices the Payment applies to
  

Click HERE to learn more about filtering the list of transactions.

2. Details of the Selected Sale

This section displays the details of each stock item within the sale that was selected in the summary section.

This section also allows you to change the serial number on a stock item that was sold if you need to.

Click HERE to learn more about changing serial numbers.

3. Payment Details of the Selected Sale

This section displays the payment details of the sale that was selected in the summary section.

This section also allows you to change the payment type(s) used in the sale, by selecting the desired on from the drop-down box.

4. Search Options

This section is similar to previous versions of Retailer and allows you to search for particular sales based on certain options.

Click HERE to learn more about using the search function in Previous Sales.

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