Transaction History

WebWorkstationMobile

The Transactions tab on a customer profile shows completed sales associated with that customer.

The Transactions tab shows completed ZynoSales activity associated with the customer.

Permission Required

You need ZynoSales transaction view access to see completed transactions on a contact profile.

View Contact Transactions

1. Open the contact profile.
2. Open Transactions.
3. Select a transaction row to open transaction details.

Rows show the sale date and time, the first item, additional item count, fulfillment flag when applicable, seller or eCommerce source, and total amount.

Start A New Tab

Use the plus button in Completed Transactions to start a new Salespoint tab for this contact.

Loading More Transactions

The tab loads more transactions as you scroll. If a sale is missing, confirm that the sale was attached to this contact at checkout.

Related

• Transactions
• Transaction Details
• Customer Association
• Saved Tabs