By default, the sales history shows in-store and online orders for the last 30 days, ordered by date (newest first). Tap All stores to filter by a specific store. Search for an order by order number (exclude the #), user (sold by), customer name, account number and company name, or filter by date and status. Specify a status or select either a pre-defined or custom date range to automatically filter the sales history list. The Order number, Sold by, Customer and Date columns are also sortable.
Export sales history
Tap the 3 dots then Export to export the current sales history view. Only the current filtered view will be exported.
View an order
Tap a sales order number to view the order information. The sales order information contains:
Order created date/time
Order updated date/time
Store location
Sold by
Customer - Includes a link to the customer profile is this is not a walk-in
Items within the order
Payment summary
Issue receipt - Launches the POS
To add a note or attachment after the order has been created, tap the 3 dots then select either Add note or Add attachments. Once added, both a available to view on the order. Tap the attachment name to download the file.
To view the sales order in PDF format, tap the 3 dots then select Sales order. The PDF also includes shipping details and payment details including the payment source (Stripe/Dojo etc) and the transaction ID if available.
If an order has a total sum outstanding, a Continue order button is displayed. Tap to launch the POS app to continue the order. These are orders with the following status:
Saved
Layby
On account
Scheme provider
If an order is Complete, a Refund or exchange button is displayed. Tap the launch the POS app to process the order.
If the order is an online sales or a ship to customer order created on the POS, the billing address, shipping address / collect from store address is displayed plus a link to the Shipment. The Shipment is used to fulfill orders.
If the order is an On account or Scheme provider sale, a link to the Invoice is displayed. Tap the link to open the Saledock generated invoice PDF in a new tab, or if Xero is enabled, the Xero invoice is displayed. A complete list of on account and scheme provider sales is available from Reports > On account report.
If the order is a Quote, you'll have the option to print the quote from the back office or continue the order on the POS.
