This guide takes you through the Basic functionally of the Sales Page, such as:
filtering by date/time
filtering by climber
filtering by staff member that OPENED the sale
filtering by transaction state
searching by invoice / transaction number*
*when searching by invoice / transaction number please ensure that you are using the Detailed Climber/ID Search
Generate Sales Reports
Explore how to generate and manage sales reports effectively with our comprehensive guide, covering transaction states, tax rounding, and export options.
You can search for specific transactions:
By Climber: Filter transactions by a climber's profile to see all transactions associated with them. This method is ideal for tracking activities or purchases linked to a specific individual.
By Transaction ID: Use the unique Transaction ID, a number assigned to each transaction. Entering this ID directly in the search bar quickly pulls up the exact transaction details without needing additional filters.
By Staff Member: Filter by staff sales; BETA attributes the sale to who opened the transaction.
To locate a due Transaction, you can use the Transaction ID associated with the Transaction on the Sales Page. Simply enter the ID (a unique numeric identifier e.g., 12345) into the #ID Search field.
