Sales List & Sale Details

3 min readPublished April 12, 2026

The Sales List Page

The Sales page provides an overview of all your transactions with search, stats, and quick navigation to individual sale records.

  • Page title 'Sales' with subtitle showing total count and total revenue.
  • Three stats cards: Total Sales (count), Revenue (total amount), and Avg Sale (average transaction value).
  • Search bar: 'Search by sale code or customer...' with debounced search.
  • '+ New Sale' button in the header to create a new sale via the form page.

Sales Table

The sales table shows each transaction with key information at a glance. Click any row to view the full details.

  • Sale Code — unique identifier in monospace format (e.g., SHOP-BR1-S0042) with branch name below.
  • Date — creation date and time.
  • Customer — customer name if assigned, or 'Walk-in' for unassigned sales.
  • Items — count of items in the sale (e.g., '3 items').
  • Status — Completed (green), Refunded (amber), or Voided (red) badge.
  • Total — the sale total amount.
Note

The table uses infinite scroll pagination — more sales load automatically as you scroll down, 20 at a time.

Sale Detail Page

Click any sale in the list to view its full details including items, payments, customer info, and refund history.

  • Header — sale code (bold), status badge, date/time, branch name, and action buttons (Print, Refund, Void Sale).
  • Items table — each item with product name, SKU, serial numbers (if applicable, with warranty info), quantity, unit price, and line total.
  • Subtotals — subtotal, discount (if applied), and final total.
  • Payments card (sidebar) — each payment with method name, reference, and amount.
  • Customer card (sidebar) — customer name, phone, and email, or 'Walk-in customer'.
  • Details card (sidebar) — created by, branch, and notes (if any).
  • Refunds card (sidebar) — if refunds exist, each refund shows its code, date, amount, and status badge.

Sale Actions

The sale detail page provides actions based on the sale status and your role.

  • Print — opens the print page with Classic, Modern, and Compact templates. Available on all sales.
  • Refund — opens the refund dialog for completed sales. Available to Admin, Manager, and Cashier roles.
  • Void Sale — cancels the entire sale, restores stock, and reverses commissions. Admin only. Shows a confirmation dialog before proceeding.

Frequently Asked Questions

How do I find a specific sale?+
Use the search bar on the Sales page to search by sale code or customer name. Type at least 2 characters and results update automatically.
What do the sale status badges mean?+
Completed (green) means the sale is active and fulfilled. Refunded (amber) means the sale has been fully refunded. Voided (red) means the sale was cancelled by an admin.
Can I see who created a sale?+
Yes. The sale detail page shows 'Created by' with the staff member's name in the Details card on the sidebar.
Why can't I see all sales?+
Sale visibility depends on your role. Admins see all shop sales. Managers see their branch's sales. Cashiers see only sales they personally created.

Related Articles

Sales & POS5 min read

Creating a Sale from POS

Walk through the complete POS sale workflow — add products, assign a customer, select serial numbers, apply discounts, and complete the payment.

Read article
Sales & POS4 min read

Refunds

Process full, partial item, or partial amount refunds. Approve, reject, or process refund requests with stock restocking options.

Read article
Sales & POS3 min read

Printing Sale Receipts

Print professional sale receipts using Classic, Modern, or Compact templates with full item details, payments, and signature fields.

Read article