Key Functionalities:
✅ Track past transactions with order details.
✅ Filter/search orders by date, status, payment method, and staff.
✅ View total sales by payment type.
✅ Identify sales performance and staff activity
1. Filtering and Searching Orders
- Filters Available:
- Location: Choose the location of the transaction. (e.g., Store, Site, Device/Terminal)
- Origin: Select the order source (e.g., EPOS, Online).
- Start and End Date: Specify a date range for past orders.
- Payment Method: Filter by cash, card, or All.
- Status: Filter by order status (e.g., Completed, Pending).
- Search By: Allows searching by different criteria (e.g., Physical Card, Card Number, Order Number, etc.).
- Scan Card Button: If the customer is there, you can ask them to scan their card to instantly find their orders.
- Reset All Button: Clears all filters and restores the full order list.
2. Order Details Display
The main table lists past orders with columns for:
- Order ID: Unique identifier for each transaction.
- Type: The type of order (e.g., Counter, Online).
- Served By: The staff member handling the order.
- Closed Time: The time the order was completed.
- Amount: The transaction value (can be sorted from highest to lowest.
- Status: Shows if the order is Completed or Refused.
3. Summary Information
At the bottom of the screen, a summary provides:
- Total Orders
- Cash Total
- Card Total
4. Refunds, Receipts, Print, & Send to KDS
Clicking on an order will give you several options:
- Refund - Make a partial or full refund.
- Email - This will email the receipt to the customer.
- Print - This will send the order to the printer.
- KDS - This will send the order to the KDS.