/
Editing a previous sale

Editing a previous sale

To edit a sale that has not yet been closed off or reprint a docket:

  1. Open the New Sale window. See Using the Sales Entry window.
    The New Sale window is displayed.
    Note: If your organisation is configured to prompt for customer information at the end of a sale, open the Sales Entry window instead. Also see Synergetic Financial Configuration - Business Units tab in the Finance manual.
  2. Click .
    The Select Sale to Process window is displayed.
  3. Select the operator, if the previous sale was not processed from your user id.
  4. If required, select the Workstation to limit the search further.
  5. If required, select Sort by Sale Date to change from the default view.
  6. Select the sale to update.
    Note: Held sales are not selected from this window. See Resuming a held sale.
  7. Click .
    The Sales Entry window is displayed.
  8. Update the sales entry, as required. See Using the Sales Entry window.


Select Sale to Process window - key fields and buttons
Fields

Field

Description

Operator

Person who entered the sale. Defaults to your user id.

Workstation

POS workstation that the sale was performed from.

Sort by Sale Date

View previous sales based on the sale date.

Sort by Sale Creation Date

View previous sales based on the date the sale was entered in Synergetic.

Buttons

Button

Description

Preview the sales docket in Crystal Reports or as a text file.

Related content

Resuming a held sale
Resuming a held sale
More like this
Using the New Sale window
Using the New Sale window
More like this
Using the Sales Entry window
Using the Sales Entry window
More like this
Staff Maintenance - Sales bar
Staff Maintenance - Sales bar
More like this
Current Student Maintenance - Sales tab
Current Student Maintenance - Sales tab
More like this
Processing a regular sale
Processing a regular sale
More like this