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Understanding the Sales screen

The Sales screen provides a full history of all your sales in one place. Access the Sales screen by tapping Sales on the navigation bar at the bottom of the screen.

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The Sales screen has two panels:

 

  • Sales panel
  • Details panel

 

Sales panel

At the top of the Sales panel, tap the magnifying glass icon to show and hide the search bar. In the search bar, scan a receipt, enter a sale number or enter a customer's name to find a specific sale.

You can only search for sales using one detail at a time.

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On the Sales panel, you can also group your sales by specific details with the following filters:

  1. Shop (if multi-store)
  2. Register
  3. Status

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Other viewable details in the Sales panel and (e.g. date and total) can also provide more context and help you find a specific sale.

Please see Searching for sales for more information.

Details panel

The Details panel also displays the viewable details found in the Sales panel but goes more in-depth by including the items that were purchased. It's also from this screen that you can:

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