The Search Sales button on the right-hand side (Admin Basket) helps you find purchases that need attention today—such as unpaid, partially paid, or overpaid orders. Your main daily task is to review and balance these purchases. It’s a good habit to check Search Sales regularly.
Here’s what you’ll see:
- Purchase List
- The Purchase list. Clicking on any purchase here will load that purchase into the current Admin Basket.
- Filters
- Here you can filter the purchases shown to you. Shown at the moment are the default filters. Any time you re-open the purchase finder the default filters will be re-applied.
- Date Range
- Here you can choose a date or a date range to look for purchases on.
- Status & Source Checkboxes
- With these checkboxes, purchases can be filtered by their status or source. This is a good way to also look through recently paid purchases.