Viewing and searching sales history

View all Cashiers functions

Overview

The ‘Sales History’ screen can be used to retrieve previous transactions by either scanning a receipt barcode, searching for a receipt number or searching for certain customers or products or using a date range.

The ‘Sales history’ screen is accessible through the management menu which is accessed by swiping left to right on the basket screen.

You can search for orders that have been completed on that iPad by tapping the search option in the top left of the screen.

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View the recent sales history

  • To access the sales history, swipe from left to right on the basket screen.
  • Tap ‘Sales history’.
  • Your orders that have been taken on your iPad will be listed on the left.
  • Selecting a completed basket on the left pane will show the details of the basket in the right pane.


Retrieve the completed basket by scanning a receipt barcode

  • To access the sales history, swipe from left to right on the basket screen.
  • Tap ‘Sales history’.
  • Scan the barcode on the receipt.
  • The original basket will load into the sales detail screen.


Retrieve the completed basket by searching for the receipt number

  • To access the sales history, swipe from left to right on the basket screen.
  • Tap ‘Sales history’.
  • Tap the ‘Receipt number’ option.
  • Type receipt number into the field.
  • The original basket will load into the sales detail screen as per the screenshot.

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Search for customers

  • To access the sales history, swipe from left to right on the basket screen.
  • Tap ‘Sales history’.
  • Tap the customer search option.
  • Type in any of the below customer details:
    • First name
    • Last name
    • Company name
    • All Emails
    • All phone numbers.
    • All addresses. 
  • Select the transaction that you are looking for.

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Search for orders that are pending sync

If you are online then your orders will be posted to Brightpearl back office once the order is completed. You can check for orders that have not synced yet by tapping the 'Pending Sync' option in 'Sales History'. If you are online and there is still an order that hasn't been posted to Brightpearl and is marked as 'Failed to Sync' then log this issue with our Support team.

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Sales history with sales loaded from Brightpearl backend

When connected to the internet, sales for the store are visible, loaded from the Brightpearl back end.
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Sales history when offline

When offline, the sales taken on your iPad since installation are the only ones visible. Other device sales are NOT downloaded and stored on the iPad, so they will only appear again once you’ve gone back online.
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Unsynced basket / “pending sync” list

If your order was completed but your iPad was offline when it was placed, it will be visible in the “Sales History” along sales shown are only the ones taken in this device. When reconnected to the internet , the basket will be synced automatically within a few minutes.

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Actions on a pending sync basket

The basket can still have all the usual receipt and refund actions applied to it even while it’s not been sent to the backend yet. Note: You can also manually sync the basket here.


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Basket shown as synced after selecting ‘sync basket’

The basket status has the ‘synced’ spinny icon indicating that the manual sync action was successful (the left hand list remains unchanged until the filters are modified).

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Basket which has failed to automatically sync

Automatic basket sync will be attempted 5 times when online. After that the sync is considered failed. You CAN and SHOULD attempt to re-sync the basket using the ‘sync to Brightpearl’ action as described above, but if that fails when you are definitely online, then contact Support, as it may be a data issue. 31.png

 

Incomplete basket

If the application terminates mid-transaction (e.g. iPad running out of battery) then the incomplete basket will also appear in the ‘pending’ list, with a message indicating the last status. In this example, the basket was mid taking payment (with 20p of the 79p tendered).

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Actions that can be taken on an incomplete basket

The basket can be restored on the iPad, in which case it will return to the last known state. In this case, it will take you to the payment screen so you can tender the remaining 0.79. You can also send it to Brightpearl for it to be dealt with in the back end.


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Training mode menu option

When in training mode, any data modifications (e.g. created orders) are discarded when you exit the mode. There is a clear indicator that you are in training mode on the status bar. Receipts printed will have a “TRAINING” watermark applied.

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