Documentation Index

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Viewing Retail History on an Account

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Customer Care provides a history of retail transactions on a account.

To display the Retail History page choose the Orders > Retail History option from the Customer menu.

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For each transaction the Retail History view shows receipt number (Description), SKU, Quantity, Total (charge), Type of transaction, Finalized Date and Tender.

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You can use the search field to filter the list to show transactions that match an exact or partial entry for receipt number.

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Selecting a transaction from the list presents the transaction details on the right-hand side. The details View menu provides three options:

  • Details (Transaction Summary)

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    Starting Codes

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    Tax Details

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    Tender Details

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Expanding a Transaction - Product & Discount Details

You can expand a transaction to show its line items.

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When you expand a transaction to show the line items, selecting an item displays the item’s details in the right panel.

Product Details view

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Discount Details view

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