The Sales history page is where you can view sale details, return completed sales, reprint and email receipts, or retrieve and continue On Account, layaway, and parked sales. Admins and managers can also make changes to payments made on sales through the sales history.

To access the sales history in Retail POS on a computer, navigate to Sell > Sales history.

To access the sales history in the Retail (X) iPad app, tap the menu button in the top left corner of the screen to open the sidebar, then tap Sales history.

The sales history can also be viewed in the Lightspeed Reporter app. For more information, refer to Using the Reporter app for iOS or Android.

Navigating the Sales history page

Tabs

At the top of the Sales history page, there are three tabs:

• All: All of your historic sales. You can view, edit, and manage your sales from this tab.
• Process return: Retrieve a sale to process a return. Returns can be processed as refunds or exchanges.
• Continue sale: All of your open sales, including On account, layaway, and parked sales. You can continue a sale by clicking the > (arrow) icon beside the sale.

Search filters

The search filters allow you to further narrow your search for a specific transaction in the sales history. Depending on the number of transactions you’ve processed in your store, using search filters may make finding a specific entry easier.

Standard filters

You can filter by date, time range, customer name, receipt number, or note.

Click More filters to expand additional filters.

More filters

The additional filters allow you to refine according to product name, sale total, the outlet where the sale was made, register, sale status, the Retail POS user that processed the sale, and payment type.

You can click Less filters to close the additional filtering options.

List of sales

Below the filters is the list of your sales, narrowed down based on the selected tab and specified filters. By default, the list displays the most recent transaction first and shows basic information about your sales.

Viewing sale details

Once you’ve located the sale you’re looking for, click it to expand its details. The expanded view shows a detailed breakdown of the products involved in the sale and the payments applied. Expanding the sale will also display some sales management options.

From the expanded sale details, you can process returns, edit the payments, issue a gift receipt, email or print a receipt, void the sale, and continue open sales such as On account, layaway, and parked sales.

Returning a sale

You can use the sales history to complete a return on a paid sale, including fully paid On Account and layaway sales. You can’t process a return on open On Account or layaway sales.

Editing the payments in a sale

Admin and manager user roles can edit payments made on sales through the sales history. You can edit the payment type, date, time, and amount, and also make additional payments to layaway and On Account sales.

You can’t edit payments made with Loyalty, store credit, or gift cards. You can’t edit cash rounding. Existing integrated payments can’t be corrected. A non-integrated payment can be edited into an integrated payment.

1. Once you’ve located the sale you want to edit, click on it to expand its details.

2. Click Edit.

   

3. A pop-up will appear. Here, you can edit the sale date, time of sale, customer, sale note, payment type, payment date, payment time, and amount.

   

   If you change the payment amount to less than the total, you can also add another payment.

   

4. When finished, click Save changes.

Voiding a sale

You can use the sales history to void sales. Voiding a sale will put any sold products back into stock and cancel out any payments made toward the sale.

Retrieving and continuing sales

You can use the sales history to retrieve and continue sales in progress, such as parked, layaway, or On account sales.

Reprinting or resending receipts

Depending on your store settings, once the sale is completed, you’ll be prompted to provide the customer with a receipt. This may be either a printed receipt or an emailed receipt. On the Sales history page, you can reprint or resend this receipt. You can also print a gift receipt for the customer.

Exporting sales data

You can export your last 1,000 sales into a spreadsheet. Applying filters to the sales list allows you to export the last 1,000 sales based on your filter parameters.

To export your last 1,000 sales as a CSV file, define your filter parameters on the Sales history page and click Export list. The file will download automatically.

Fulfilling orders

You can use the Sales history page to mark unfulfilled orders as fulfilled when completed. All orders are also recorded on the Fulfillments page (Inventory > Fulfillments).

If your Retail POS store is integrated with eCom (E-Series), BigCommerce, Shopify, or WooCommerce, online orders from those platforms will sync through to Retail POS. You can learn more about managing online order fulfillment.

To fulfill an order on the Sales history page:

1. Click on the unfulfilled sale to expand its view.

2. Click Fulfill sale.

   

3. A pop-up will appear and ask you to confirm whether you want to Partially fulfill instead or Fulfill sale. Click Fulfill sale.

   

Your sale will be completed and fulfilled.

What’s next?