Information - Transaction History
Designed for viewing and editing past sales and invoices.
Introduction
The Transaction History section of the Premier EPOS system enables users to effortlessly view and edit past sales and invoices. Whether you need to review the details of a previous transaction or make adjustments to an invoice, the Transaction History provides a comprehensive and user-friendly platform for all your sales record-keeping needs.
The Transaction History section can be found under Home > Transaction History. Please see below screenshot.
When opening the Transaction History menu, it will always start on the Sales Records tab.
Sales Records
The Sales Records tab is the first tab displayed when opening the Transaction Menu. This tab will allow you to view or edit past sales information, including details like tax rates, supplier cost, tender, and more. Please see below screenshot.
After you complete a search in the Search Sales tab, the results will appear on the Sales Record tab. By default the information shown in the Sales Record tab when first opening this window is today's sales.
Important Information: For printing options, please click on the Printer Icon, 
Transactions
Selecting a row in this section will display transaction details in the Transaction Information pane to the right. Please see below screenshot.
Transaction Information
After selecting a transaction, the Transaction Information is displayed in this area. Please see below screenshot.
This area will allow you to amend existing transactions, changing details such as date or tender. You can also completely delete a transaction from your records. There is also the option to manually create a transaction from this menu.
Transaction Details
Details about the items, such as name of item, quantity brought, price, are displayed in the Transaction Details section. Please see below screenshot.
Each row in this section can be highlighted and the details can be updated or changed using the Transaction Item Information functions.
Transaction Item Information
Highlighted row details from the Transaction Details section are displayed in this area. Please see below screenshot.
Similarly to the Transaction Information area, you have the functions here to add, amend or delete items from the transaction.
Search Sales
The Search Sales tab will allow you to search for transactions based on a date range, customer ID, payment type and more. By default the Start Date and End Date will select the current date. Please see below screenshot.
All searches performed in this section, will have the results displayed on the Sales Records tab. Performing a search or using the Show All button will return you automatically to the Sales Records tab.
Transaction Date Selection
The date range, both the Start Date and End Date, for your transaction search can be selected here. Please see below screenshot.
By default this calendar will both be selected on today's date. Clicking on the Month/Year at the top of each calendar will allow you to search by Month or Year.
Transaction Filter Options
The filter options in this section allow you to refine the results when searching for transactions. You can also press Show All, to view all transactions on your system. Please see below screenshot.
The filter options in this section include Till number, Customer ID, Payment Method, Staff Serving (a.k.a Global User) and Total cost. You can use as many or as few filters as required when searching transactions.
Transaction Print Options
Additional Print options for your search results can be also found on the Search Sales tab. Please see below screenshot.
These functions, Print All Records Shown and Print Margin Based Report For All Record require transaction data to be present on the Search Sales tab. If no transaction data is present, these print outs will be blank.
Show Single Transaction: If you know the number of the transaction you are searching form it can enter directly into this box:
Manually Edit Account Invoices
The Manually Edit Account Invoices tab allows for editing and deleting invoices and details on the invoices. Please see below screenshot.
When searching for an invoice in the Search Invoice tab, the results of your search will be displayed in the Manually Edit Account Invoice tab. Unlike the Sales Record tab, no invoice details will be displayed in this window until you have searched for invoice information.
Invoices
Once you have search for an invoice on the Search Invoices tab, the results will be displayed in this area. Please see below screenshot.
Invoices in this area will be organized to have the oldest entry at the top of list. The details in this area include information such as Invoice Number, Customer ID and creation date.
Invoice Details
Selected invoice details are display on right hand side of the Manually Edit Account Invoice tab. Please see below screenshot.
This area will allow you to amend existing invoices, changing details such as Invoice Notes or Outstanding Amount. You can also completely delete an invoice from your records.
Invoice Transaction Details
This section will display payment details made against the invoice. Please see below screenshot.
If no payments have been made against an invoice, then it is normal for this area to be empty. Payment made against invoice will include their Transaction Number, so they can be traced in the Search Sales tab.
Search Invoices
The Search Invoices tab allows for detailed searches, with filtering to refine your results when searching for an invoice. Please see below screenshot.
When using the Search Invoices tab, the results will appear in the Manually Edit Account Invoices tab. The system will automatically swap back to Manually Edit Account Invoices tab when initiate the search or press Show All.
Invoice Date Selection
The date range, both the Start Date and End Date, for your invoice search can be selected here. Please see below screenshot.
By default this calendar will both be selected on today's date. Clicking on the Month/Year at the top of each calendar will allow you to search by Month or Year.
Invoice Filter Options
The filter options in this section allow you to refine the results when searching for invoices.
The filters for this section include payment status, date and customer ID.
Invoice Print Options
These options allow you to print out the results on the Manually Edit Account Invoice tab in various report formats. Please see below screenshot.
You must complete a search for invoices and have the results appears on the Manually Edit Account Invoice tab before these printing options will function.
If you have any additional questions about the above guide, please contact our Support Team on either 03303 800 142 or [email protected].
If you're a new customer and interested in joining Premier EPOS please click here for more information and to book your free demo.
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