Searching for customer transactions

Use the Customer search category to search for the transactions completed for a specific customer.

To search for transactions by a specific customer, follow these steps:

  1. On the Transaction Search Menu screen, select Customer. The application displays the Customer Transaction Search screen.

  2. Use the table below to enter at least one of the following search criteria.
    Field NameDescription
    Customer IDEnter a customer ID.
    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
  3. Select Accept. The application displays the Customer Search Results screen.

  4. Scroll through the screen to view the transaction search results by customer.