To apply this and other POS features, please contact our Merchant Success Team.
By using transaction records on the POS app you can view daily revenue amounts and the status of orders. This makes tracking daily revenue totals and order details easy and convenient.
The article will cover the following:
- How to check daily revenue figures
- Transaction history status descption
- Search transaction history
- Order "synchronization status" queries
1. How to check daily revenue figures
In the menu on the left-hand side, click on Orders.
Choose the date you want to check the daily revenue figures.
*Note: If you wish to use the "change" feature, you must use cash as the payment option. Credit cards, mobile payments, and other payment options are not supported.
2. Transaction history status description
There are four different statuses for transactions: "Paid", "Unpaid", "Partially paid", and "Refunded". To view a list of transactions filtered by payment status, use the filtering options from the "All Status" drop-down menu.
Once you filter to view only a specific transaction type, you can view related transactions by clicking on the icon at the top of the window.
Refer to the table below for the description of each transaction status:
|
Status |
Order Details |
Order Date |
Revenue Calculation |
|
Paid |
Completed Orders, including the final payment amount for "General Transaction", "Pre-Order Settlement" and "Return Order" |
Selling Day |
Calculate the revenue of the day |
|
Unpaid |
Reservation preorder (transaction amount is 0) |
Selling Day |
Calculate the revenue of the day |
|
Partially Paid |
Reservation preorder (transaction amount is part of the payment amount) |
Selling Day |
Partial calculation of the day's revenue |
|
Refunded |
Cancellation order/return and exchange order |
Cancelation order/return and exchange execution day |
The refund amount will be calculated on the day when the return is executed |
[Coming Soon] Filter orders by status
*Currently, this feature is only available for merchants using iOS v1.86.0/ Android v1.40.0 or above.
Tap Filters, and a "Filters" window will pop up for you to filter orders by payment status or order status. Multiple filters can be selected at once.
- Payment Status: Paid / Partially Paid / Unpaid / Refunded
- Order Status: Confirmed / Completed / Cancelled
*Note: Order filtering only supports the local database. If some data (for example, preorders) are not stored locally, they cannot be filtered out. Should such an issue occur, merchants are suggested to go to SHOPLINE Admin > [Order Management] > [Orders] to search for the orders.
iOS:
Android :
3. Search transaction history
You can search transaction history using the following terms: "transaction number", "transaction date", and "customer phone”.
i. Transaction Number: Search for any character (number) to view related orders
ii. Transaction Date Range: transaction creation date
[Coming Soon] Order history auto-archiving: The system supports exporting data from the past 2 years. Data earlier than 2 years will be automatically archived and cannot be selected on the date range.
For example: If today is 10 March 2024, you can view data as early as 10 March 2022. Orders from 9 March 2 will be archived.
If a transaction is still displayed in the app after being archived, you will not be able to perform any actions on this order. Tapping the function button at the top right will display an error notification. Tap OK, and the system will refresh and hide this transaction.
iii. Customer Phone: Search using the first five digits of a customer's phone number to view related orders
4. Order "synchronization status" queries
If "unsync" appears next to an entry in the transactions list, please check your device's "network connection status" to ensure that the order can be synchronized as normal.
*Note: If the customer name and remarks are too long, tap the field and scroll to view.
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