Viewing Sales

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Viewing Sales

To view today's sales at any time:

 

Searching by Date Range

 

1.Press the Sales MGR button on the Toolbar or press Ctrl-M.  

 

2.Change the date in the First Date and Last Date boxes to the sales date range you want.

 

3.Scroll through the list until you find the sale you are trying to find.

 

Searching by Customer or Ticket Number

 

1.Press the Sales MGR button on the Toolbar or press Ctrl-M.  

 

2.Press the Find button, F4 function key or Ctrl-F.

 

3.Select the Find by Criteria. Ticket Number if you are searching for a particular ticket, or CustID, Last Name, First Name or Company if looking for a particular customer.

 

4.Check Interior Pattern Match if you want to find matches within the middle of the text.

 

5.Press the Find Now button.  If searching on Ticket, RetailEdge will find any ticket matches.  If searching customer criteria, RetailEdge will find all sales for that particular customer.

 

6.Select the sale from the Results box and either press the Ok button or double click on the particular sale.  

 

The Sales Manager allows you to scroll through the days' sales.  You can also view other Saved Sales (Ctrl-Alt-M), Layaways and Open Orders (Ctrl-O) by choosing the appropriate sale type from the dropdown box.