Viewing Sales
|
<< Click to Display Table of Contents >> Navigation: Sales Management > 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.