Viewing Sale History
Accessing Sale History / Order List
To access your Sale History / Order List, please follow these steps:
- Open ConnectPOS Sell Screen.
- Click on the burger icon to expand the side menu.
- Click on “Order List“.
The “Order List” screen will load, and here you can check all Sale History on your outlet.
View an order details
- To view an order details, simply click on an order on the order list.
- To view a specific order, first search for the order, then click on the order on the list.
- After clicking on the order, it will be highlighted on the list, and order details will be shown on the right section.
Search for orders by keywords
To search for an order manually with keyword, please check the search field:
You can filter what search attribute to be used in the setting “Customer“.
Under the search field will be a list of filters. Depending on the number of orders on your outlet, you may want to use these filters to find orders much easier.
- The Date filter: Allow you to filter the order list by specific From-To date range.
Simply click on the date field, a calendar will be shown. Choose your date range and ConnectPOS will filter the list for you.
- “Payment status” dropdown filter: allow you to filter the order list by payment status.
- “Shipment status” dropdown filter: allow you filter the order list by shipment status.
- “Sync status” dropdown filter: Allow you to filter order by syncing status.
Print a report for of order list
To create a report file for a list of orders, you can do this by clicking on “Order List Reports” button.
If you want sales history report of specific date, or specific order type, simply filter the order list, then click on “Order List Reports“.
A browser popup will appears, prompting you to download a .xls Excel report file.
Search for orders from other outlets, or orders from backend
By default, you can only search and check details of orders created on your current outlet.
To start searching for orders created from other outlets, or orders created from backend, please tick the “Search Online” checkbox on the search field.
Please note that you can search for orders from other outlets, but filters in this mode will be limited.
Order Details – Top Section
After selecting an order, the following information will be presented to you:
- The top left section will show:
- The order’s Grand Total amount.
- Client Order: This is the increment order ID on ConnectPOS, unique to each outlet.
- Magento Order: This is the order ID of magento order in backend.
- Status: Current payment status of order.
- Date & Time: The created date of order.
- The top right section will show customer’s details of the order:
- “Customer name” and “Customer email“.
- Customer’s Telephone number.
- Shipping address of the order.
Order Details – Middle Section
The middle section of order details will show the following information:
- Product Listing: Show all items added to order.
- Product Thumbnail image.
- Product quantity.
- Product Name and Sku.
- Product price.
- Cart Summary: Details for payment and monetary summary.
- Payment Information: List payment methods used for the order.
- Subtotal: Subtotal of cart items.
- Shipping: Shipping amount used for the order.
- Tax: Tax amount applied to order.
- Discount: Show discount amount applied to order.
- Grand Total: The Total amount of order.
- Total Paid: Customer’s paying amount.
- Remain : For partial order, show the remaining amount customer must pay to complete the order.
Order Details – Bottom section:
At the bottom of order details section are additional actions you can do:
- “Duplicate” button: reorder the sale, redirect you to Sell Screen. The following items will be copied:
- “Refund” button: Start the Return / Refund / Exchange process for this order. Check more details here.
- “Add Payment” button: Only available for Partial / Layaway Order. Check more details here.
- “Print Magento Invoice” button: Available for orders created with Magento, print the Magento’s invoice.
- “Receipt” buttons: Allow you to reprint receipt. Check more details here.