Purchase History can be accessed by clicking the Register button at the top of the Kiosk, then by clicking “Purchase History” in the Register Menu.
The purchase history dialog will load blank by default, but users can use the quick search or the advanced search to find exactly what they need.
Using the quick search, users can type in a session and transaction number, or the last 4 digits of the credit card used for the purchase.
If the user is using the quick search to search by session and transaction number it will need to follow the session/transaction format. For example, Session 1 transaction 2 would be entered as 1/2 in the quick search.
Clicking the “X” button will clear the search bar.
If they need to search using different criteria, they can use the advanced search to the right of the search bar.
From here, users have the option of either entering the session and transaction number for the sale they are looking for, or entering a date range and searching by item type and/or credit card number. They can use the buttons to the left to select which option they would like to use for their search.
When the session and transaction option is selected, users can enter the numbers found on a receipt to quickly find the sale. The search button is enabled when the session number is entered. This is required. The Transaction number is not required for a search.
When a receipt is not available, the best way to search for the sale is the second search option. Here, users can enter a date range to limit search results. By default, the range will be one week.
The date cannot be searched alone. Either the item type or the last 4 digits of the credit card, or both, must be entered as well. The Search button will not be enabled until one is entered.
If the user chooses to search by item type, they can click the item type field to see a drop down with all available type options.
If the user chooses to search by credit card, they just need to type the last 4 digits of the card into the text field.
After all required fields are entered, the search button is enabled and a search can be performed.
The information entered in the advanced search will be shown in the search bar, and all results matching the details specified by the user will be shown below.
The date and time of all listed sales are shown to the left.
The session and transaction numbers are in bold to the right of the sale date, with the item description below.
The purchaser (if applicable) is next to the sale description.
Beside the purchaser, users can see the payment type.
If multiple payment types were used, they will all be listed. Notice the first item in the picture above lists the Visa ending in 0002, as well as a Gift Card.
All the way to the right, the sale amount is shown.
If the sale was actually a refund, there will be a blue “Refund” label shown next to the session and transaction numbers, and the amount on the right will be shown in parenthesis.
Any sale from the list can be clicked to highlight it in blue. Once an item is chosen, the “Select” button is enabled.
When “Select” is clicked, users can see a receipt dialog showing the sale items and prices, including tax and total, and the payment made on the sale.
If the sale that was selected is a refund, the refunded amounts will be in parenthesis, and there will be a button at the bottom that users can click to open the receipt dialog from the original sale.
If the user is looking at a sale that was not a refund, the button will say “Refund” and the user can click that to go through the refund process. See How to Complete a Refund for more information.
