Using the Previous Sales Screen

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

In the Point of Sale screen, Pressing [F3] on the keyboard.
In the Point of Sale screen, Pressing/Clicking on the Previous Sales on-screen button.
In the Customer Screen, right click a sale in the Transaction List and click Open Previous Sales Screen
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 lets you change the payment type(s) used in the sale by selecting the preferred option from the drop-down box. You can only alter the original payment types recorded and cannot add any additional payment types to the existing sale.

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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Using the Previous Sales Screen

Using the Previous Sales Screen

1. Summary of Sales

2. Details of the Selected Sale

3. Payment Details of the Selected Sale

4. Search Options

Related Articles

RoamV2 - Sales History

Filtering columns in screen grids

Searching for Sales in the Previous Sales Screen

How to Delete a Previous Sale

Adding a button to the POS screen