The sales history is where you can view sale details, return completed sales, reprint and email receipts, or retrieve and continue On Account, layby, 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 for desktop, navigate to Sell > Sales history.
To access the sales history in Retail POS on iPap, tap the menu button on the top left of the screen to open the sidebar, then tap Sales history.
Navigating the Sales history
The sales history is made up of three main sections:
Along the top of the sales history page, you can find three tabs:
All: This tab is where you can find all your historic sales. You can view, edit, and manage your sales from this tab.
Process return: This tab is where you can retrieve a sale to process a return. Returns can be processed as refunds or exchanges.
Continue sale: This tab shows all your open sales, including On Account, layby, and parked sales. You can easily continue these sales by clicking the Continue sale icon beside the sale.
The search filters are a great way to further narrow your search for a specific transaction in the sales history. Depending on the number of transactions you have processed in your store, you may want to use the search filters to make finding an entry easier.
You can filter by a specific date or date range, by sale status, outlet the sale was made from, the receipt number of the sale, the Retail POS user who processed the sale, or the name of the customer who was attached to the sale. If all filters aren't visible, click More filters.
Then you'll have the option to filter by outlet, user, and date as well.
List of sales
Below the filters is the list of sales. Here you will see a list of sales records based on the tab you have selected and the filters you have specified. By default, the list will show the most recent sales transaction first and will show basic information about your sales.
Viewing sale details
In the sales history, you can see detailed information about every sale you’ve made.
Once you’ve located the desired sale, click on the arrow to expand the sale’s details. Here you have a detailed breakdown of the products involved in the sale and the payments that were applied. Expanding the sale will also reveal some sale management options.
From here you can process returns, edit the payments on a sale, reprint and resend receipts and continue open sales such as On account, layby, and parked sales.
Returning a sale
You may only complete a return on fully paid sales, including fully paid On Account and layby sales. You cannot process a return on an open On Account or layby sale.
You can use the sales history to return fully paid sales, including fully paid on account and layby sales. For instructions on returning sales, refer to our Returning a sale in Retail POS (X-Series) guide.
Editing the payments in a sale
Admin and manager user roles are able to edit payments made on sales through the sales history. You can edit the payment type, date, time, and amount for payments, and make additional payments to layby and On Account sales.
- Navigate to Sell > Sales history and find the sale you would like to edit.
- Click on the arrow to expand the sale’s details.
- Click Edit.
- A dialogue box will open where you can edit the information you want to. This includes the sale date, payment type, date, time and amount. You can also add another payment.
- Cannot edit payments using loyalty, store credit, or gift cards.
- Cannot edit cash rounding.
- Existing integrated payments cannot be corrected.
- A non-integrated payment may be edited into an integrated payment.
Voiding a sale
You can use the sales history to void sales. Voiding a sale will send the sold products back into stock and cancel out any payments that were made against the sale. For detailed instructions on voiding sales, refer to our Voiding using the sales history article.
Retrieving and continuing sales
You can use the sales history to retrieve and continue sales in progress, such as parked, layby, or On Account sales. For detailed instructions on retrieving and continuing sales, refer to our Retrieving sales through the sales history article.
Reprinting or resending receipts
Depending on your store settings, once the sale is completed, you will be prompted to provide the customer with a receipt. This may be either a printed receipt or an emailed receipt. To reprint or resend this receipt, refer to the detailed instructions in our Reprinting receipts from the sales history article.
Exporting sales data
You can choose to export your last 1,000 sales into a CSV file if you would like to have your sales data in a spreadsheet. Alternatively, applying filters to the sales list will allow you to export the last 1,000 sales based on your filter parameters.
To export your last 1,000 sales, define your filter parameters in sales history and click Export list.
This will export your sales data as a CSV file.
Sales history is where all in-store orders and online orders are recorded. Here you can manage and edit orders, including marking unfulfilled orders as fulfilled when complete. All orders are also recorded on the Fulfillments page (Inventory > Fulfillments) for greater visibility.
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.
Refer to our What is Fulfillment in Retail POS (X-Series)? guide for a full breakdown on fulfilling orders in Retail POS.