Sales History
1. Overview & Purpose
What is POS Sales History?
2. When to Use Sales History
Customer Receipt Reprint for Corporate Expense & Warranty
A retail customer loses their physical thermal slip and requests an official PDF invoice copy showing itemized VAT breakdowns for corporate expense reimbursement.
Sales Return Eligibility & Warranty Window Verification
A customer brings back an item for exchange; staff must verify if purchase falls within the store 7-day return policy and confirms exact price charged.
Bank EDC / QRIS Settlement Reconciliation Audits
Finance team reconciles daily bank settlement reports against registered POS electronic transactions to detect failed card authorizations or double-swipe errors.
Cashier Transaction Velocity & Fraud Auditing
Internal audit investigates suspicious patterns of high-value cash transactions voided or discounted during specific cashier duty hours.
Omnichannel Order Source Analysis (POS vs Online vs App)
Operations team evaluates the proportion of in-store counter checkouts versus online click-and-collect orders processed through POS registers.
3. Data Dictionary & Fields
Schema structure for the transactional invoice archive:
| Field / Column | Input Type | Requirement | Description & Operational Guide |
|---|---|---|---|
invoiceNumber | STRING(100) | Required | Primary customer-facing sales document identifier. |
transactionDate | DATETIME | Required | Exact timestamp when payment was captured and receipt printed. |
branchId | BIGINT (FK) | Required | Store branch where the checkout counter operated. |
posCounterId | BIGINT (FK) | Optional | Physical terminal workstation that processed the checkout. |
shiftId | BIGINT (FK) | Optional | Cashier shift session containing this transaction. |
customerId | BIGINT (FK) | Optional | Associated retail loyalty customer account or null for walk-ins. |
grandTotal | DECIMAL(18,4) | Required | Final invoice monetary amount collected. |
status | ENUM(COMPLETED, CANCELLED, PARTIALLY_RETURNED, RETURNED) | Required | Current order state indicating if return claims have altered the invoice. |
4. Interface Preview
Sales history console displaying receipt search, payment badges, item detail drawer, and invoice reprint controls.
Screen Preview: POS Sales History Interface
Visual interface illustration and control layout for menu Route: /admin/point-of-sale/sales-history
5. Searching & Filtering Receipts
Filter by Date & Branch
Select start/end date range and choose specific outlet location.
Quick Search by Invoice Number
Type invoice code (e.g. INV-POS-...) into the search bar for instant lookup.
Filter by Payment Method
Isolate transactions paid via QRIS, Cash, or Credit Card to match terminal slips.
6. Receipt & Invoice Reprints
Open Transaction Details
Click Detail action to open modal displaying full item list, taxes, and customer notes.
Trigger Reprint
Click Reprint Receipt to send duplicate ticket to thermal printer or open PDF format.
7. Transaction Audit & Item Drill-Down
Cross-Link to Sales Returns
Initiate Return Flow
Click Create Return button from the detail modal to load eligible items into the Sales Return drawer.
8. Cross-Module Impact
| Target Subsystem | Relational & Transactional Effect |
|---|---|
| Sales Returns | Serves as mandatory parent reference validating original quantities and unit prices for refund calculation. |
| POS Reporting | Feeds data into daily revenue, best-selling product charts, and payment tender reports. |
Operational Best Practices
- Reprinted receipts bear a DUPLICATE label to prevent fraudulent double-returns.
- Use shift filters to reconcile cashier end-of-day balances during discrepancy reviews.