Viewing Transactions

WebWorkstationMobile

Use Transactions to review completed sales, search past activity, send or print receipts, view payment details, reopen eligible sales, and start refunds or cancellations.

Permission Required

You need ZynoSales transaction view permission. Editing, reopening, refunding, canceling, and fulfillment actions require additional ZynoSales permissions.

Open Transactions

From the launcher or sidebar, open ZynoSales > Transactions.

The Transactions table shows recent sales. Select any row to open transaction detail.

The Transactions view lists completed sales and provides filters plus a fulfillment switcher when available.

Table Columns

The transaction list can show:

Column	Meaning
#	Sale number.
Date/Time	When the transaction was created.
Customer	Attached customer, if any.
Items	First item plus a count of additional items.
Payment Method	Payments recorded on the sale.
Total	Transaction total.
Salesperson	User who created the transaction, or eCommerce for online sales.
Workstation	Workstation/install that created the transaction, if available.

If you have fulfillment access, the page can also switch into a fulfillment view with destination, packages, ship-via, and status columns.

Filter Transactions

Select the filter button to narrow the list. The filter label starts as All Transactions and changes as filters are applied.

Available filters include:

• Sale Number
• On Date
• After Date
• Before Date
• Salesperson
• Salespoint
• Customer
• Product
• Payment Method: Any, Card, or Cash
• Card Last 4
• Amount
• Fulfillment Status, when available

Use Apply to filter or Clear to reset the filter.

Open Transaction Detail

Select a transaction row to open Sale [number].

Transaction detail can show:

• Customer
• Date
• Salesperson
• Notes
• Items
• Totals
• Payments
• Fulfillment details, if the sale is a fulfillment order

If a customer is attached and you have Customers & Contacts access, select the customer name to open the customer record.

Transaction Actions

Open the more-actions menu in transaction detail for available actions. Depending on platform, transaction type, and permissions, actions can include:

Action	What It Does
Print receipt	Sends the receipt to the configured Workstation receipt printer.
Send receipt	Sends the receipt by email or text message.
View receipt	Opens a receipt preview.
Re-open sale	Opens a closed sale back in Salespoint for eligible post-sale changes.
Refund sale or Cancel sale	Refunds or cancels the full sale when allowed.
Flag order or Unflag order	Marks fulfillment orders for attention.
Edit fulfillment notes	Updates internal fulfillment notes.
Edit shipping details	Updates shipping details while the order is still pending.

Open Tabs And Reopened Sales

If a transaction detail banner says the tab has been re-opened, select the banner to jump back to that sale in Salespoint.

Reopened sales are highlighted in the transaction list until they are closed again.

Common Issues

Problem	What To Check
You do not see Transactions	Confirm your role includes transaction view permission.
Filters show no results	Clear filters, then apply one filter at a time.
Refund/cancel actions are missing	Confirm the sale is closed, has refundable payment activity, and your role can edit transactions.
Print receipt is missing	Receipt printing is available from Workstation when a receipt printer is configured.
Fulfillment switch is missing	Your role may not include fulfillment access.

Related

• Transaction Details
• Receipts
• Refunds
• Fulfillment
• Customer Association