What is Sales History?

The Sales History is the screen wherein you can keep a check on your sale transactions. You can even perform point of sale functions, such as sales recall and sales refund. Your store staff can use the Sales History to view sale details, return completed sales, reprint and email receipts or retrieve and continue Suspended Sales. 

Before we explore the capabilities that the Tagrain App for iOS offers, let us see how a normal sale process using the Tagrain App for iOS looks like.

• Open web register

• Select items to sell

• Select customer

• Offer Discounts, if any

• Add surcharges, if any

• Apply Tax as per the law of the land

• Tap the green "Pay" button to open the payments window.

• Select the applicable payment type.

How to access recent sale history 

To access the Recent Sales History in Tagrain App for iOS, bring up the main menu. On the sidebar, tap on “Recent Sales”. This will bring up the Transaction Selection screen. All of your recent sale transactions made will be listed on the left-hand side. Tap on the sale transaction you intend to view. This will move the transaction on the right-hand side wherein you can see the 

• customer name

• item description

• quantity

• amount total

• discount offered

• tax applied 

Things we can do via Recent Sale

Tagrain iOS App’s Recent Sale screen comes with numerous capabilities. You can perform the following tasks with ease. 

• View recent transactions

• Print a sale transaction

• Email the transaction receipt

• Recall a sale transaction

• Refund a sale transaction

• Make payment

View recent transactions

Bring up the Transaction Selection screen on your Android tablet. Using the search filter, perform a transaction search. 

Once you have located the sale transaction that you intend to view, you need to tap on it. This will move the transaction on the right-hand side wherein you can see the 

• customer name

• item description

• quantity

• amount total

• discount offered

• tax applied 

Print a sale transaction

You can print a sale transaction using the Tagrain App for iOS. Tap on a transaction that you intend to print a sale receipt for. This will move the transaction on the right-hand side wherein you can tap on the print symbol. 

Email the transaction receipt

You can send the sale receipt to the customer's email inbox, if required.  

Recall a sale transaction

You can recall a sale that has been suspended. You need to pull the suspended transaction that you intend to recall. Tap on the recall sign.  

Refund a sale transaction

If you are able to process returns check out some of these important 'need to know' below.

You can refund a sale using the Tagrain iOS App. You may be required to execute a refund transaction, in a scenario wherein a customer is willing to return a good already purchased earlier. In such cases, the total amount of the goods returned is refunded. There are some key points to remember when performing a sale return. 

• Return can be performed for some items in the sale transaction. (Partial)

• Return can be performed for all the items in the sale transaction (Full)

• Return can be performed for a customer who is not carrying the sale receipt. 

• Return can be performed for a customer who is carrying the sale receipt.

Pull up your recent sales menu on the Tagrain iOS App. Perform a transaction search using the Transaction Selection screen. Tap on the sale transaction for which you need to raise a refund. Tap the refund sign. This will load the customer's sale will into the sell screen. 

You may ask the customer if he is a registered Tagrain customer and is carrying his sale receipt.

The item(s) in this sale should now all be on the sell screen they'll show as negative amounts. If it is a multi-item sale, the customer may only wish to return one of the items. If this is the case, swipe left on any products the customer does not want to return.

Once you are happy with how it looks, tap the 'Refund' button.

If the customer has exchanged an item for one with a higher price tag you will need to charge the customer extra. This amount will be listed underneath the amount tendered. If they are simply returning an item or have exchanged for one with a lower price then you will see the amount owed to the customer underneath the amount tendered.

After you have confirmed this with the customer, choose which payment type you wish to use to finish the return.

Make payment

Let’s have a quick look at what things look like in the payments screen and what's worth knowing:

The screen below shows the payment options that a cashier would see for a customer who is a frequent visitor to the store or has registered himself up with the store at some point of time. 

The screen below shows the payment options that a cashier would see for a customer who walks in the store for the first time or has not registered himself with the store.

Amount to pay:

You'll notice in the payments window there is an 'amount to pay' field. Here you can overwrite the sales total, if the customer has tendered less or more. This allows you to accurately calculate change and also enables you to split payments.

Let's take a look at an example of where this would prove useful: 

In this particular example a registered customer Glenn Berray has made purchases worth $1679. He chose to split the payment using different payment methods as under

• Cash - $600

• Credit Card - $600

• Gift Card - $150

• Loyalty - $100

• Store Credit - $100

• On Account - $129

The App will display the amount of change you need to issue a customer, if required. If you are using a cash drawer with your printer (this does not apply to handheld printers), this will cause the cash drawer to open.