Objective

To make filtering sales easy by using receipt barcode

Setup

• Retail POS for Mac or PC
• Retail POS on iPad 
• Scanner

Steps

The receipt barcode is the encrypted code for your receipt number and works on both screens (Sales History or Sales Ledger*). Following are the steps on how to use them:

On Mac or PC

• Sales History
  • Click the Receipt box
  • Scan the barcode and it will display in number format.
  • Click Search and the respective sale will be filtered out for you. 
• Sales Ledger*
  • Click the down arrow next to MORE FILTER OPTIONS
  • Click the Receipt Number box
  • Scan the barcode and it will display in number format.
  • Click Update and the respective sale will be filtered out for you. 

On iPad

• Sales History
  • Tap on Filter by sale status
  • Select All sales
  • Tap on the magnifying glass
  • Scan the barcode and it will display in number format
  • Tap Search and the respective sale will be filtered out for you. 
• Sales Ledger*
  • Tap the down arrow next to MORE FILTER OPTIONS
  • Tap the Receipt Number box
  • Scan the barcode and it will display in number format
  • Tap Update and the respective sale will be filtered out for you 

*Sales Ledger is being deprecated. Sales Ledger will soon be replaced with Sales History.

Additional Information

Make sure that barcode scanner is set to "Keyboard mode" before scanning the receipt.