Using the Action Button 


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Using the Action Button 

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In the bottom left corner there is an “Actions button”. Clicking this will cause the tab to open up with 5 options.

Edit Transactions 

In the “Edit Transactions” screen you can select the sales date and the customer associated with the transaction. 

Apply Discount

In the “Apply Discount” screen you can preselect the % discounts between 5-50%, or enter your own percentage. After selecting the percentage discount, click “Accept.”

Accept Return

By selecting “Accept Return” you will start the return process. Once selected you will be able to search for the receipt using the receipt number search or using the customer’s Account history.

For a detailed guide on how to process a return please see: (Processing a refund wiki) 

Quick Pick

Selecting “Quick Pick” will show your quick pick items.

For a detailed guide on how utilize the Quick Pick feature a return please see: (Processing Quick Pick wiki) 

Show Action List

Selecting “Show Action List” will show you the Audit Log. Here you can see the actions such as adding items, making sales, processing returns, etc. 

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