History

 Description

The History module contains a history of all the activities done in the software. Invoices such as sales, purchases, customer list, list of products can all be found in History. From the History module you are able to view, print, edit, refund, and delete transactions, purchases and products with a few exceptions.





                                                           List of Transactions



All the transactions that occur within the software will be listed in Transactions.  Invoices such as sales, repair payments, layaway payments, bill payments can all be found in Transactions. From the Transactions  module you are able to view, print, edit, refund, and delete transactions.


Viewing  Transaction History 


To view transaction history you may:

  1. From the home screen, click on the History icon.
  2. Click on the Transaction button to view the list of transactions.

Editing Transactions

Editing any transaction in the current shift will bring the transaction back to the main dashboard for editing purposes. You are able to make any changes necessary and re-checkout the transaction to save the changes. After editing any transaction, the old transaction is marked with a red line indicating that it is no longer present and another transaction is created to save the changes you've made.

Note: You are only able to edit transactions that occurred in the current shift.

  1. From the home screen, click on the History icon.
  2. Click on the Transaction button to view the list of transactions.
  3. From the list of transactions, you may search a transaction by entering a customer name, transaction , amount, or transaction ID in the search field.
  4. Once you find your transaction, select and click on the Pencil icon from the options menu to edit the transaction.
  5. The transaction will be transferred back to the main dashboard and you can edit the transaction.
  6. To save the changes you have made, click the checkout window and save the transaction.

Refunding or Exchanging Transactions

Refunding a transaction will allow you to refund or exchange an invoice that you created.

Note: You can only refund or exchange a transaction if it occurred in the current shift.

  1. From the home screen, click on the History icon.
  2. Click on the Transaction button to view the list of transactions.
  3. From the list of transactions, you may search a transaction by entering a customer name, transaction , amount, or transaction ID in the search field.
  4. Once you find your transaction, select and click on this      icon from the options menu to refund the transaction.
  5. In the refund or exchange window, you may enter a restocking fee in its appropriate field, or change any other information such as refund days, tax amount, total amount and etc.
  6. Once you're done making changes, you may click the save button and the transaction will be brought to the main dashboard.
  7. If you'vent already entered the customer's name, you may enter it in the customer name field.  
  8. You may make any other changes to the transaction through the main dashboard.
  9. Click the checkout button then click the save button to complete the refund or exchange.


Deleting Transactions

Deleting a transaction will mark the transaction with a red line indicating that it is no longer valid.

Note: You can only delete transactions that occurred in the current shift.
  1. From the home screen, click on the History icon.
  2. Click on the Transaction button to view the list of transactions.
  3. From the list of transactions, you may search a transaction by entering a customer name, transaction , amount, or transaction ID in the search field.
  4. Once you find your transaction, select and click on the Trash bin icon from the options menu to delete the transaction.
  5. Enter the reason for why the transaction needs to be deleted in the reason window.
  6. Click OK to save the changes

                                                                     

                                                              List of Customers 




The List of Customer allows you to create, view, edit and delete customers from the software. You are able to receive account payments, view statements, view transactions, used items sold by the customer, open invoices, and view payments.




Spending: How much the customer has spent in your store.

Store credit: How much store credit the customer has.

Accounts: How much the customer has in his account in the software.

Points: How much points the customer made by coming to your store which can be used to motivate customers.




Receive Term account payments

You can receive payments from customers into their accounts through the list tab. For example, if a customer chooses to select accounts as their payment method while checking out, they are adding  balance towards their account which they will have to pay eventually. The Receive payment option allows you to receive payments from customers that are due. In other words, they are paying the bills that are due and we are receiving them. When receiving the payments, all the invoices that were created using accounts as the payment method will show up, and you will be asked to select the invoice for which the customer is paying money for.

To receive payments you may:

  1. From the home screen, click on the History icon.
  2. Then click on the customer icon.
  3. Select your customer from the customer list by double clicking on it.
  4. Once the customer's information window appears on the right side you may click on the receive payment option to receive a payment.
  5. Select the invoice that you are receiving the money for from the invoice list.
  6. Click save.
  7. Select your payment method and click save and the customer's term receipt will be printed.


Viewing the Customer's Statement


You can view your customer's statement which will show you the details of all the transactions related to the customer. For example, you can view all the sales associated with the customer and the products that were sold with their details.

To view the customer's statement you may:
  1. From the home screen,  click on the history icon.
  2. Then, click on the Customer icon.
  3. Select your customer from the customer list by double clicking on it.
  4. Once the customer's information window appears on the right side you may click on the statement option and the statement  will be generated.

Viewing Transactions

  1. From the home screen,  click on the history icon.
  2. Then click on the customer icon.
  3. Select your customer from the customer list by double clicking on it.
  4. Once the customer's information window appears on the right side you may click on the Transaction tab and all the transactions associated with the customer will be listed.

Viewing the Used items purchased

  1. From the home screen,  click on the history icon.
  2. Then click on the customer icon.
  3. Select your customer from the customer list by double clicking on it.
  4. Once the customer's information window appears on the right side you may click on the Used Items tab and all the used items that you purchased from the customer will be displayed.


Viewing Open Invoices

  1. From the home screen,  click on the history icon.
  2. Then click on the customer icon.
  3. Select your customer from the customer list by double clicking on it.
  4. Once the customer's information window appears on the right side you may click on the Open invoices tab and all the open invoices related to the customer will be displayed.


Viewing payments

  1. From the home screen,  click on the history icon.
  2. Then click on the customer icon.
  3. Select your customer from the customer list by double clicking on it.
  4. Once the customer's information window appears on the right side you may click on the payments tab and all the payments that the customer made for any transaction will be displayed.



                                                       List of Purchases



The List of purchases provides you with all the purchases that were made in the software. In the List of Purchases, you can create new purchases and view a list of your purchases, print, edit, and delete any purchases you have made.




Searching for a Purchase
  1. From the Home screen, click on the history icon.
  2. Then click on the purchase icon under inventory.
  3. From the list of your purchases, you can enter the vendor name or the ID number of the invoice in the search field and the software yield all the invoices related to the search.
  4. OR you can search for an invoice manually by scrolling down the list.

Viewing purchases

To view a specific purchase you may:

  1. From the Home screen, click on the history icon.
  2. Then click on the purchase icon under inventory.
  3. Select your purchase from the list.
  4. Click on the Eye icon from the options above to view the purchase.
Printing purchases

  1. From the Home screen, click on the history icon.
  2. Then click on the purchase icon.
  3. Select your purchase from the list.
  4. Make sure your printer is connected
  5. Click on the print icon to print the purchase.
Deleting a purchase

  1. From the home screen, click on the history icon.
  2. Then click on the purchase icon. 
  3. Select your purchase from the list.
  4. Click on the trash bin icon from the options to delete the purchase.

NOTE: By deleting a purchase the items you bought and added to your inventory in that purchase will be deleted and if you payed from your register, you will receive a refund.



Editing purchases
  1. From the home screen, click on the history icon.
  2. Then, click on the purchases icon.
  3. Select your purchase from the list.      
               
Add more products: To add more products to the purchase, enter the IMEI code/ name of the product in the item code field then select the product and click the shopping cart button to add it to the invoice. Click save after making changes.

          Change the quantity of items: To change the quantity of the items you have added to your purchase, you may click select  your item from the invoice then enter the new amount in the quantity field.Click save after making changes.

          Change the Cost Price: To change the cost price of the items you have added to your purchase, you may select your item from the invoice then enter the new price in the cost field. Click save after making changes.

         Splitting the value in Cost Price: Splitting the value will split the Tax and/or shipping amount within the cost price of the purchase. For example, if you're purchasing  a phone and a charger from a vendor and it cost you $40 and $10 and an extra $10 on shipping or taxes you can enter the amount and split the value in cost price which will divide the amount into however many items you have in your purchase. Since we had a phone and a charger in our purchase, it will divide the $10 we had on shipping based on each product's percentage of the total cost. Therefore, the phone will cost $48 and the charger will cost $12. This will allow you to even-out your purchase based on each product's percentage amount with respect to its total cost.Click save after making changes.  
     
         Purchase and Vendor notes: You can enter any notes regarding the purchase or the vendor in their respective boxes. These notes will not be printed in the transaction receipts but will be saved in the software.Click save after making changes.  
         


History of Products



The List of products provides you with a list of all the products that are added to the software. These include payments, products, services , repair parts and etc. The list of products allows you to view, print, edit and delete products in the software.



Viewing products
  1. From the Home screen, click on the history icon.
  2. Then, click on the product icon.
  3. From the list of products, select the product you want to view.
  4. Click on the Eye icon from the options to view the product.


Editing Products
  1. From the Home screen, click on the history icon.
  2. Then, click on the product icon.
  3. From the list of products, select the product you want to Edit.
  4. Click on the Pencil icon from the options to eEdit the product.
  5. Click save after making changes.


Deleting Products

NOTE: You are not able to delete products that are still in your inventory/ in stock.
  1. From the Home screen, click on the history icon.
  2. Then, click on the product icon.
  3. From the list of products, select the product you want to delete.
  4. Click on the Trash Bin icon from the options to Delete the product.
  5. Enter the reason, and click OK.



Made using CellSmart POS Version 3.2.2.8 by Author F.K Published on 11/25/2016

Feedback and Knowledge Base