How to View Sales, Returns, or Both

Overview:

The sales report is best used to filter and find past transactions for returns, edits, or receipt printing.

Preconditions:

Preconditions are the necessary settings, permissions, and items created in your software to allow the feature to work.

• Access to the Reports module

• Employee Permissions to view reports

Steps:

1.  Go to Reports screen.

2.  Click on 'Sales' on the left hand column.

3.  Select the "Date Range".

4.  In "Sale Type" specify (Sales, Returns, All) All signifies both Sales and Returns.

5.  Click 'Run' to generate the report.

6.  Once the transaction is located, the plus sign can be clicked to view what was sold.  

      Edit can also be clicked to return the transaction or to re-print or email a receipt.

For further assistance, please contact our Support Team at [e-mail] or 800-929-5737