Searching for retail transactions

Use the Retail Transaction search category to search for the various types of retail transactions completed in the store.

To search for a retail transaction by type, follow these steps:

  1. From the Transaction Search Menu screen, select Transaction Types. The application displays the Transaction Types screen.

  2. Do one of the following:
    • Select a specific transaction type, and then select Continue.
    • Select multiple transaction types, and then select Continue.
    • Select Select All. All the available retail transaction types are selected.

    The application highlights the selected types and then displays the Transaction Search screen.

  3. Use the table below to enter at least one of the following search criteria.
    Field NameDescription
    Date (Start Date/End Date)

    Enter one of the following:

    • A start date
    • An end date
    • A date range
    Note

    By default, the date range is set to the current business date.

    Time (Start Time/End Time)

    Enter one of the following:

    • A start time
    • An end time
    • A time range
    Terminal Number (From/To)

    Enter one of the following:

    • A terminal number
    • A range of terminal numbers
    Associate ID (From/To)

    Enter one of the following:

    • An associate ID
    • A range of associate IDs
  4. Select Accept. The application displays the Transaction Search Results screen.

  5. Scroll through the screen to view the retail search results.