Overview - History

This How-To describes new functions and workflows that are only available in enforePOS 2. This version is exclusively available to customers participating in the enforePOS 2 Early Access program.

In this How-To, we give you an overview of the structure of the sales process.

You can access the sales history in various ways:

• Via the POS menu

  To access the sales history via the POS menu, proceed as follows:

  1. Open History in the POS menu.
     ⮕ The sales history opens.
     All paid, unpaid, canceled and dunned invoices, refunds (credit memos) as well as all canceled items and orders and canceled payment transactions of all POS locations appear in this sales history.

  Invoices

  Sales

  All paid, unpaid and canceled invoices appear in the Sales area.

  Sales Returns

  All canceled invoices appear in the Sales Returns area.

  Unpaid

  All unpaid and overdue invoices appear in the Unpaid section.

  For Dunning

  All overdue invoices that can be dunned here appear in the To be dunned area.

  Cancelations

  Line Items

  All items that were canceled during an order entry appear in the Line Items area.

  Orders

  Orders that were canceled during order entry as well as parked orders that were canceled appear in the Orders area.

  Checkout

  Invoices whose payment was canceled during the payment process appear in the Checkout area.

  Others

  Sales Voucher

  All issued vouchers appear in the Vouchers section. The issue and expiry date as well as the original and residual value are displayed for each voucher. You can also see the last date on which a voucher was used.

• Via the Header

  To access the sales history via the header in the cash register, proceed as follows:

  1. Open Register in the POS menu.
  2. Swipe from right to left on the header.
  3. Tap on .
     ⮕ The sales history opens.
     All paid, unpaid and canceled invoices as well as refunds (credit notes) of the current POS location appear in this sales history.

     Alternatively, you can also access the sales history of the current POS location via the History function, which you can integrate into your upper or lower basket toolbar, your manual grid or your keypad. You can find out how to add functions to your basket, for example, in the How-To Customize basket.

• Via the Order Overview

  To access the sales history via the order overview, proceed as follows:

  1. Open Register in the POS menu.
  2. Tap on .
  3. Switch to History.
     All paid, unpaid and canceled invoices as well as refunds (credit notes) of the current POS location appear in this sales history.

Learn more...

• Configure Sales History