View transactions

Overview

This article guides you through the process of viewing Transactions performed in the Clubware Shopfront.
The article is divided into the following eight topics:

Prerequisites
   Role
   Scope
Use case
Navigation
   Branch transactions
   Member transactions
View point-of-sale transactions

 

Prerequisites

Role

Your Role must have the View sales Permissions.

 

Scope

You must have a Role within the Branch you are viewing Transactions in.

 

Tip: More information can be found here:

What are roles
What are permissions

 

Use case

The Shopfront enables Staff members to record point-of-sale (PoS) Transactions when selling Products to Members in-house. These Transactions can be viewed at any stage for auditing reasons. Receipts can be re-sent to Members (via email) for any Transaction displayed in the Transactions screen.

 

Navigation

The Transaction screen is accessed at Branch level:

 

Branch transactions

To open the Transaction screen for a Branch:
Navigate to Branch level (dark coloured menu)
Select a Branch (optional)

Click on Transactions

All Transactions that have been performed in the Branch (today by default) are listed:

 

Member transactions

To open the Transaction screen for a Member:
Navigate to Branch level (dark coloured menu)
Select a Branch (optional)

Click on Members

Select a Member

Click on Transactions

All Transactions that have been performed by that Member (today by default) are listed:

 

View point-of-sale transactions

To view point-of-sale Transactions performed in the Shopfront:

		Select which Transactions you wish to view ( Branch Transactions only) Select Today (default) to view today's Transactions only: Select All to view all Transactions to date Note: Transactions are displayed in chronological order with the latest at the top of the list.
		Locate the Transaction you wish to view Each Transaction displays: the date and time the Transaction occurred which Staff member performed the Transaction, what method of payment was used the Status (parked or paid) and the price paid
		Select a Transaction to view its details Click on the date of the Transaction to view a detailed summary
		The Transaction details display an itemised list of what was sold: Note: A receipt can be sent to the Member from this screen. If the Member was associated with the sale, the Member's email address is automatically populated.