POS sales
The Sales page lists the sales your cashiers made on Zid POS, one row per invoice, with its order, cashier, customer, amount and statuses. Open it from Channels > POS > Sales.
This page needs the POS staff permission. On the free POS Go plan, the list stays empty and shows Not available in your plan with an Upgrade plan button. See POS Go and POS Pro plans.
Find a sale
Go to Channels > POS > Sales.
Type in the search box above the table to find a sale.
To narrow the list, click the filters button to open Filters, then set:
A date range.
Invoice status: pick one or more of New, Reversed, Cancelled, Completed, Preparing, In delivery, Processing reverse and Ready.
Click Apply. Each active filter appears as a chip above the table; remove a chip to clear that filter, or click Reset in Filters to clear them all.
Read the sales table
| Column | What it shows |
|---|---|
| Invoice number / Order number | The POS invoice number and the Zid order created for the sale. |
| Cashier user / Cashier | The staff member who made the sale and the cashier (point of sale) they used. |
| Customer / Mobile | The customer attached to the sale, if any. |
| Amount | The transaction amount and its currency. |
| Payment status | See the payment statuses below. |
| Invoice status | See the invoice statuses below. |
| Date / Time | When the sale was made. |
Click View at the end of a row to open the sale's transactions in POS transactions, filtered by its order. The back button there returns you to the sales list with your filters.
Payment statuses
| Status | Meaning |
|---|---|
| Paid | The customer paid in full. |
| Partially refunded | Part of the amount was refunded. |
| Refunded | The full amount was refunded. |
| Voided | The payment was voided. |
| Pending | The payment hasn't completed yet. |
Invoice statuses
| Status | Meaning |
|---|---|
| Completed | The sale is complete. |
| Partially returned | Some items were returned. |
| Return in progress | A return has started and isn't finished. |
| Returned | All items were returned. |
| Pending | The sale isn't finished yet. |
| Canceled | The sale was canceled. |
Find POS sales in your orders list
Each POS sale also creates a Zid order, so your branch sales appear in Orders > All orders next to your online orders. To list only them, filter the orders by Source of order > Zid POS, or by Cashier to see the sales of one or more cashiers. See Filter orders.
Related
Still need help?
Our customer service team is ready to help, or find quick answers in the FAQ.