CCS Point of Sale
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| Both sides previous revision Previous revision Next revision | Previous revision | ||
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office:transaction_management:transactions_history [2009/03/05 03:40] markphsd |
office:transaction_management:transactions_history [2018/12/23 12:11] (current) |
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| - | Transaction History - Point of Sale | + | ====== Transaction History - Point of Sale ====== |
| Office Toolbar - Transaction History button | Office Toolbar - Transaction History button | ||
| Line 18: | Line 18: | ||
| ^Actions:|| | ^Actions:|| | ||
| |View Order Details:| click the Order ID number in the order list.| | |View Order Details:| click the Order ID number in the order list.| | ||
| - | |Print / Preview Order: Select the order, a printer (8 1/ 2 X 11) and then press print / preview| | + | |Print / Preview Order:| Select the order, a printer (8 1/ 2 X 11) and then press print / preview| |
| - | |Summarize: Calculates totals of each transaction type and the count of them.| | + | |Summarize:| Calculates totals of each transaction type and the count of them.| |
| |Contacts| Click the client name to bring up the client demographics.| | |Contacts| Click the client name to bring up the client demographics.| | ||
| - | |Delete Order: Deleting orders is not a recommended measure. The information tied to the order will tie to other locations of the database. Select the order and press the delete button, once the order is deleted it can not be recovered.| | + | |Delete Order:| Deleting orders is not a recommended measure. The information tied to the order will tie to other locations of the database. Select the order and press the delete button, once the order is deleted it can not be recovered.| |
| |Transaction types can be filtered.| By selected from the right side list, hold down the ctrl button and select multiple types of transactions. This can be useful to view only purchase orders, or only quotes etc.| | |Transaction types can be filtered.| By selected from the right side list, hold down the ctrl button and select multiple types of transactions. This can be useful to view only purchase orders, or only quotes etc.| | ||
| |Export:| Export the current list to excel. Excel shows an additional column called Subject. This column displays a heading note about the transaction. This is helpful for CRM services.| | |Export:| Export the current list to excel. Excel shows an additional column called Subject. This column displays a heading note about the transaction. This is helpful for CRM services.| | ||
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