Transactions

1. Click “Transactions” > “Transactions” on the navigation menu.

2. The Sales Order report will be displayed.

3. Click the menu icon “” to unfold the Sales Order Details report.

There is an optional route to access the Sales Order Details (Please refer to 10.1.2 All Transaction Detail)

4. The Sales Order Detail page contains the following segments:

1) Sales Order Info.

• Sales Order Number: a unique identification code for each sales order.

• Sales Order Amount: the full amount of this sales order, including the paid amount and the owning amount.

• Tax Amount 1/2/3: the tax amounts and tax names included in each order. It presents top three tax types with the largest amounts (can be empty if there are no applicable taxes).

2) Payment Info.

• Payment Amount: the actual payment amount made by the customer during each transaction.

• Unpaid Amount: the remaining balance after each payment is completed by the customer.

• Payment method: the payment methods used by cusstomers (“other” refers to the third-party payment terminals).

• Payment Card Number/Type: If the customer selects payment card as the payment method, the debit card or credit card number will be shown in here. If other payments methods are selected, this field will be empty.

3) Product Info.

Product Info. section embodies the product details along with the additional product options purchased by the customer. It includes:

• Product Name: the name of products purchased by the customer of this order.

• Product Options: the name of additional options purchased by the customer when they are buying this product. It is a clickable link with its name, unit price, quantity or amount. The field can be empty if no product options are purchased.

• SKU: the SKU of each product

• Unit Price: the unit price of each product. It should be noted that if the product type is top-up or refill, its unit price will be refill amount.

• QTY: the total quantity of the product purchased by the customer (quantity of option product excluded).

• Product Amount: the pre-tax total price for that product. The amount calculation can be seen in the following three cases:

• Discount Amount: the total available discount for the product, which should be deducted from the customer’s payable amount. The discount amount can be zero.

[Discount Amount = Discount Amount* QTY]

• Payable Amount: the final amount that the customer needs to pay to purchase this product.

[Payable Amount = Product Amount – Discount Amount]

Click the Product Options superlink  (blue font) to check the options details:

Notes: it’s worth noting that if a customer purchases a card and have it top up, the Porduct Info section may be presented differently from other regular product records. The buy-card and/or top-up portfolio can be seen in the following three scenarios:

① Customer purchases new card(s) and tops up:

- Top Up listed as a separate row.

- In “Buy Card” row, “Product Amount” is the total amounts including card(s) fee and top-up amounts.

② Customer only purchases a card with no top-up:

③Customer only tops up the card(s):

4) Customer Info.

5) Work Order Info.