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. On 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. Enter one or more of the following search criteria:
    • Date (Start Date/End Date)—enter a start date, end date, or date range
      Note

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

    • Time (Start Time/End Time)—enter a start time, end time, or time range
    • Terminal Number (From/To)—enter a single terminal number or a range of terminal numbers
    • Associate ID (From/To)—enter a single associate ID or 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.