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Transaction Details
WebWorkstationMobileTransaction detail shows the full sale behind a row in ZynoSales > Transactions. Use it to review customer, item, payment, receipt, refund, and fulfillment information.
Permission Required
You need ZynoSales transaction view permission. Receipts, reopening, refunds, and fulfillment changes require additional permissions and platform support.
Open Transaction Detail
- Open ZynoSales > Transactions.
- Select a transaction row.
- Review Sale [number].
If the transaction is a fulfillment order, detail includes a switcher with sale and fulfillment views.
Sale View
The sale view can show:
| Section | What It Shows |
|---|---|
| Customer | Attached customer, with a link to the customer record when you have access. |
| Date | Transaction date and time. |
| Salesperson | Staff member or eCommerce source. |
| Notes | Notes saved on the sale. |
| Items | Line items, including package parent and child items. |
| Totals | Sale total, tax, discounts, tips, deposits, and balance information. |
| Payments | Payment method, time, amount, refunds, and uncaptured card status. |
If an uncaptured card payment appears with an hourglass indicator, authorized payment capture may still be pending. Users with the right access can capture it from the payment row.
Fulfillment View
The fulfillment view can show:
- Fulfillment notes.
- Customer.
- Ship-to recipient and address.
- Order status.
- Ship-via carrier and service.
- Package list.
- Package contents.
- Label status.
- Packing slip action.
Package label statuses can include Pending Purchase, Label Purchased, Shipped - In Transit, Delivered, or Delivery Exception.
More Actions
Open the more-actions menu for available actions:
| Action | What It Does |
|---|---|
| Print receipt | Sends the receipt to the configured Workstation receipt printer. |
| Send receipt | Sends a receipt by email or text. |
| View receipt | Opens the receipt preview. |
| Re-open sale | Opens an eligible closed sale back in Salespoint for changes. |
| Refund sale/order | Refunds the full completed sale or order. |
| Cancel sale/order | Cancels an uncaptured sale or order when allowed. |
| Flag/Unflag order | Marks a fulfillment order for review, or clears the flag. |
| Edit fulfillment notes | Updates internal fulfillment notes and flag state. |
| Edit shipping details | Recalculates shipping for a pending fulfillment order after address changes. |
Actions appear only when the transaction status, platform, and permissions allow them.
Reopened Sales
If a transaction has been reopened, transaction detail shows a banner that links back to the active Salespoint tab. Finish or revert changes from Salespoint.
Common Issues
| Problem | What To Check |
|---|---|
| Fulfillment view is missing | The transaction may not be a fulfillment order or your role may not include fulfillment access. |
| Receipt print is missing | Use Workstation with a configured receipt printer. |
| Re-open sale is missing | The sale may not be closed, or you may not have transaction edit permission. |
| Refund/cancel is missing | Confirm the sale is closed, has refundable payment activity, and you have transaction edit permission. |
| Edit shipping is missing | Shipping details can be edited only while the fulfillment order is pending. |