Back Office Transaction Search

Back Office Transaction Search lets you compile a specific list based on a set of user-specified criteria. You can make the search as broad or limited as you want. Some examples of search criteria are: transaction type (see below), transaction status, date entered and so on.

Note
The results of a Back Office Transaction Search include both Front Office transactions and Back Office transactions.

To open the Back Office Transaction Search form, from the IDI Desktop Client menu bar:

Select Applications > POS Back Office > Transaction Search.
The Back Office Transaction Search form lets you search the system for any POS transactions based on one or more criteria which may be used in any combination.
Select the search criteria and click Search.
All transactions matching the search are displayed in the Back Office Transaction Search Results form. See Working with back Office Transaction Search Results.

Transaction Types

Add Cash	Records the addition of currency when the cash level gets to low in the drawer.
Adjustment	Records a change in inventory count due to recounts, loss or stolen merchandise, or to account for merchandise missed by previous counts.
Bill Payment	Records the dollar amount received from a customer and applied toward the account balance.
Drawer Reconciliation	Compares the amount of tender physically in the drawer as compared to the amount recorded by the system. (More)
Exchange	Records the return of a previously purchased item in exchange for a different item and and difference in the prices of those items.
Float	Records the amount of cash in the drawer prior to any front office transaction after a reconciliation.
Float Correction	If an error was made during a float transaction, you can correct the amount with a float correction. Float correction can only be used before the first sale transaction after a float.
Open Drawer	Records the opening of the drawer for a purpose that does not include a sale or change the recorded cash level in the drawer. This is generally used if an incorrect amount of change was given to a customer or when you need to count the drawer.
Petty Cash	Records cash removed from the drawer for store-related purposes. That cash is no longer consider part of the store's revenue.
Purchase Order	Records a list of products, quantities, and expected cost of items to be purchased from a specific distributor.
Receive	Records a change in inventory due to new merchandise coming in from previously placed orders.
Return	Records the amount tendered to a customer when a previously purchased item is returned.
Sale	Records the sale of an item to a customer in return for a tender amount. Bill payments that are made as part of a regular sale are considered a Sale transaction.
Skim Cash	Records the removal of excess cash from the drawer for security reasons.
Transfer	Records the movement of inventory from one corporate location to another.