What is the Sales History?
The Sales History is where your employees can perform after sales operations such as sales retrieval and payment refunds.
They can view sale details (including receipts) and refund payment to customers. (E.g. if items sold did not meet your business standards or to correct any error made in sale prices.)
Finding your way around the Sales History:
The Sales History is made up of three main sections; the sales summaries, the search filters and the list of sales. For more information on these three sections read on below:
To be successful and remain in business, both profitability and growth are important and necessary for a company to survive and remain attractive to the people that matter.
These summaries include;
- Total Net Sales – Refers gross sales figure with customer discounts and refunds subtracted from it. Profitable businesses have a higher net sales figure than total operating expenses.
- Total Collected - Refers to all payments collected from the sales of items.
- Transaction Count – The number of transactions is a fundamental metric that helps businesses know the number of sales made in a given time period. You can use it to evaluate in-store marketing strategies, customer service and customer experience.
Filtering Sales history
Depending on the number of transactions you have processed, you may want to use the search filters to make finding a sale easier. The search filters come in handy in further narrowing your search for a particular transaction.
Filter by a specific date range, by the employee who processed the sale, by sale status, the receipt number of the sale or the phone number of the customer who was attached to the sale.
Viewing sale details
To find these details, locate the sale you would like to view.
Once located, click on the three dots icon on the last row of the sale.
This will popup the sale details, revealing payments receipts in this sale as well as an option to refund full or partial payments on the sale.
Refunding a payment in a sale
Tip: Different businesses have different rules about refunds. It is useful to check in with your supervisor about this before processing any returns.
Before beginning, it is important to note that you may only process refunds only if the sale has at least one successful payment record and the business has enough funds available to match the refund amount.
For more information on returns, check out this article here.
Downloading Sales for further analytics
You may use the Download button in the top right section by the search filter to export your sales history and any filtered version of it for your own further analytics into your sales and store performance.
Currently, you can export to excel. More export formats will be added later.