POS: Daily sales revenue and transaction record status

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To apply this and other POS features, please contact our Merchant Success Team.

Through 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. 

 

1. How to check daily revenue figures 

In the menu on the left-hand side, click on [Orders].


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Choose the date you want to check the daily revenue figures for. 

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*Please note:  If you wish to use the "change" feature you must use cash as the payment option. Support is not provided for credit cards, mobile payments, etc. 

 

2. Transaction history status description

There are three 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] dropdown menu. 

 

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Once you have filtered to view only a specific transaction type, you can view related transactions by clicking on the icon at the top of the window. dailrevenue.png

 

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

 

3. Search transaction history

You can transaction history using the following terms: "transaction number", "order date", "customer phone”.

 

  1. Transaction Number: Search for any one character (number) to view related orders4.jpeg
  2. Transaction Date Range: transaction creation date5.jpeg
  3. Customer Phone: Search using the first five digits of a customer's phone number to view related orders7.jpeg

 

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. 8.jpeg



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