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Transactions search

It is possible to search for transactions with the scope of viewing, refunding online, creating complaints, printing a receipt copy, and printing a gift receipt.

Configuration​

Transaction search is controlled by the pos.transactions and mpos.transactions configuration in the cha.settings.v1 schema.

For the full CCC configuration reference, see POS Transactions and MPOS Transactions.

Relevant options:

  • shortcutsEnabled (optional) - Enables the Transaction search shortcut (default: true)
  • actions (optional) - Controls which actions are available on the transaction search details view. All actions are enabled by default.

Disabled actions are hidden from the details view. The print button is shown when at least one of printCopy or printGiftReceipt is enabled. If both print options are enabled, the user can choose between them; if only one is enabled, that print action runs directly.

Permissions​

Required roles:

  • txr.readonly

There are 3 ways to search the transaction.

Scan receipt​

User should go to the main screen and scan the barcode on the printed receipt. In this case the Transaction Search will be performed automatically, without filling the fields. If the search is successful, then the receipt will be displayed like a result of a manual Transaction Search.

Manual search may be performed in two ways:

Manual entering of receipt barcode

User should enter receipt barcode that starts with 44 or 66 on the main screen and submit the search.

Manual transaction search

  1. Press "Transactions Search" button from the shortcuts menu;

  2. Fill some of the fields from the form (all fields are optional). On this step you can press "Clear fields" button in the bottom of the form, if you want to start filling from the very beginning;

Quick tip: it's better to fill as much fields as possible to have a precise result of one receipt. In case if you don't fill most of the fields, you'll get several transactions as result, and will need to search for needed one among them.

Fields description​

All fields are related to the transaction that is being searched and can be found on the printed receipt:

  • Store ID - id of the store
  • Lane Nr - number of the workstation
  • Operator ID - id of the operator
  • Free text - text that is contained by the receipt, it can be one of the items, for example
  • Receipt number from, Receipt number to - interval of the receipt numbers (the numbers user enters are included). To search for one specific receipt, enter it's number in both fields.
  • Date from, Date to - interval of dates when the receipt was done, including the dates user entered
  • Time from, Time to - interval of time when the receipt was done
  • Checkboxes in the "Transaction type" border - typically a cashier needs only Retail Transaction, because it's an actual receipt. Other types are specific and do not have a printable receipt, that's why using Retail Transaction checkbox they are filtered out.