Sales transactions can be searched from the following places:

• POS
• Customer Menu
• Customer Record / Display

And links to sales appear throughout the software including Reports, Dashboards, Opportunities, Associate Tasks, and more.

This article describes using the Customer menu to find and view sales transactions.

See Sales: Supervisor Functions for details on actions you can take while viewing a transaction.

To find a sale from the Customer menu:

1. Click Customer > Sales > Find.  The Sale Criteria window will appear.
   
   Fields and options include:

   Sale Number	Search for a specific transaction #
   Old Sale #	Search for a specific old transaction # (conversion only)
   Sale Date	Find sales based on date
   Sold To	Opens the Customer Filter allowing you to search sales based on any of the criteria there
   Sold By	Find sales by the associate
   Store	Filter sales by the store they were made at (multi-store only)
   Station	Filter sales by the workstation # where it was processed
   Item Number	Search sales based on a sold item #

2. Enter criteria and click OK to bring up a list of matching sales.
   
   Options on this list include:

   Details	Opens the receipt print preview that includes additional options as well as a Supervisor functions
   Show Voided Sales	Display sales that were voided
   Print List...	Print the list of sales
   Cancel	Close this window

3. Double click the transaction or select it and click Details to open the receipt print preview.