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POS Search

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Using customizable searches and notifications, users can identify costly problems of fraud, operator error, or poor customer experiences so they can correct them before they affect the bottom line.
 

 

  
Point of Sale Search
  1. Click Point of Sale in the top navigation bar.

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  1. The Point of Sale Search page contains three search sections with filtering options. The sections are collapsible and can be adjusted as desired:

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  1. Transaction Details
    1. Choose the Date / Time from the dropdown menu.​​​​​​
    2. To add additional filters, use the dropdown menu to find the desired filter and then click on the + located next to the Add Filters field.

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  1. Line Item Details
    1. Use the dropdown menu to apply filters based on the receipt line items such as Product, SKU or Line Item Amount. Once the Line Item Filter is added, click on the + located next to the Add Filters field to further define the filter based on the receipt data available.

NOTE: Currently only the Product and Category filters contain sub filters, if desired.

NOTE: The chosen filters are considered tag fields and will appear as tags within each field. The field will show up to 10 tag items and then will show the count after the 10 (i.e., +1, +2, +3).

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  1. Payment Details
    1. Use the dropdown menu to apply filters based on the payment such as Tender Type or Loyalty. After selecting the Payment Filter from the dropdown menu, click on the + located next to the Add Filters field to further define the filter based on the payment data available.

3. Once a filter is added to any section, there is an option for an advanced search:

  1. Click on the orange magnifying glass to open the selection box.

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  1. Use Search to find items in either the Not Selected or Selected lists.
  2. Click the green + button in the Not Selected column to add an item to the Selected column.
  3. Click the red X in the Selected column to remove an item and put it back in the Not Selected column.
  4. Specify Line Item Amount to further refine search results.
  5. When all items are added, click Select to continue or Cancel to exit the search.

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  1. After applying all filter criteria in the three sections in the Point of Sale Search page, click the Search button in the bottom far-right corner to see the results. Users can click Clear Search to start over or Cancel to end the task.

View details on Search Results, Receipt View and Video in Receipt View and Video.

Saved Searches

Users can save search criteria to quickly audit for the sales and operations metrics that matter most to their business. Saved Searches are not sharable at this time; they are only available to the user that created them. The Saved Searches section is located on the left sidebar.

  1. To save a search:
    1. Apply the filter criteria as desired in the Point of Sale Search page.
    2. In the left sidebar click the green + button next to My Searches or next to the desired group.
    3. Name the new search criteria and click Create.
  2. To Load or Search a saved filter:
    1. In the left sidebar click on the desired saved search.
      1. Click Load to view the saved filter criteria.
      2. Click Search to run the search and see the results.
      3. Click on the 3 dots for more options including: Rename the saved search, Delete the saved search, or Save the search after making edits to the existing filter criteria.  A pop-up box will appear confirming the changes and then click Save.

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Important Notes
Date / Time
  • In Date / Time, the Last 24 Hours, Last 7 Days, Last 30 Days, etc. uses the time and time zone of the recorder.
  • Custom date search will use the time zone of the recorder.
    • If you have a recorder in the east coast and perform a search from the west coast, the UI will show the time in PST, but you will need to search "ahead" to get current events populated from the east coast recorder. Example: the time is currently 1 PM PST and data is being collected at 4 PM EST, so a current search has to be done at 4 PM.
  • It's recommended to leverage Date / Time in order to limit the results and reduce the time to load.

NOTE: Limit load time by applying additional filters in Search and then using the table columns to sort results.

Products
  • If you want to search for all products, remove the product filter and all products will be returned.

NOTE: This can be used across other filters, too, e.g. locations, terminals, and operators.

Multiple Filters
  • Adding multiples of the same filter will be an AND search. One filter with multiple selections will be an OR search.
    • Examples:
      • Applying two Operator filters will produce search results or tickets from operator 1 AND operator 2.
      • Applying one Operator filter with two selections will produce search results or tickets from operator 1 OR operator 2.
      • Product filter for 'Lobster Tails' with two sub filters for Amount and Quantitiy or specifically Amount, > Is Greater Than, $1 AND Amount, < Is Less Tan, $30 will produce search results or tickets with 'Lobster Tails' between $1-30.
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