Editing a previous sale
To edit a sale that has not yet been closed off or reprint a docket:
- 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. - Click
The Select Sale to Process window is displayed. . - Select the operator, if the previous sale was not processed from your user id.
- If required, select the Workstation to limit the search further.
- If required, select Sort by Sale Date to change from the default view.
- Select the sale to update.
Note: Held sales are not selected from this window. See Resuming a held sale. - Click
The Sales Entry window is displayed. . - 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. |