Transactions and Reports

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Overview

The Transactions, Sales Report, and Collect Purchases tiles on the home screen cover transaction history, refunds, product collection, and sales reporting.

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Transaction History

Tap Transactions from the home screen to view all transactions for the current shop. This tile requires the viewListOfOrders permission.

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Browsing Transactions

Transactions are displayed in a list sorted by date (most recent first). Each entry shows the order reference, customer name, total, and payment method. Pull down to refresh the list.

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Searching

The search bar at the top filters transactions by:

• Order reference (partial match)
• Customer name (partial match)
• Customer ID (exact match)

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Transaction Details

Tap a transaction to view its full details:

• Order reference and date
• Customer name
• Payment method (Cash, Card, Account Balance, Complimentary)
• Total payment amount
• Order items — each product with its quantity and price, plus refund status

In online mode, the app fetches the latest transaction data from the server. In offline mode, it displays data from the local database.

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Refunds

Refunds are processed from the transaction detail screen. The app supports both full and partial refunds — you can refund individual items from an order without affecting the rest.

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Processing a Refund

1. Open the transaction you want to refund
2. Tap the items you want to refund — selected items are highlighted
3. Tap Refund to proceed to the confirmation screen

Items that have already been refunded are marked and cannot be selected again.

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Confirming the Refund

The confirmation screen shows the selected items and the total refund amount. How confirmation works depends on the authentication mode:

• QR mode — tap the Confirm button to process
• NFC Online mode — tap the customer’s NFC tag to confirm and process

In NFC mode, the app validates that the NFC tag belongs to the same customer who made the original purchase. If the tag belongs to a different customer, the refund is blocked with the message: “Refund is not possible, as this NFC tag doesn’t belong to [name] who made this transaction.”

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After the Refund

On success, the refund amount is added back to the customer’s account balance (for balance payments) and a confirmation screen is shown with the refund details. The original transaction is updated to show the refunded items. Refunded transactions appear in the transaction list with a Refunded or Partially refunded status.

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Product Collection

Product collection allows staff to mark pre-purchased products as physically collected by the customer. This is useful at events where customers buy products online and pick them up at a collection point. Tap Collect Purchases from the home screen to begin.

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Collection Flow

1. Identify the customer by scanning their QR code or tapping their NFC media
2. The app displays the customer’s uncollected purchases, organised by category
3. Select the items being collected (use Select All to check everything, or tap individual items)
4. Tap Continue Collection to review the summary
5. Confirm the collection

After confirmation, the success screen displays the collected items. Staff can view previously collected items by tapping View Collected Items from the collection screen.

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Collection Options

In settings, the Collection option controls when products are marked as collected:

• Collect now — products are marked as collected immediately during the confirmation step
• Collect later — products are flagged for deferred collection

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Sales Reports

Tap Sales Report from the home screen to view sales data. This tile requires the report permission. The reports screen offers three views:

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Sales

The sales view shows revenue statistics fetched from the server, with a time filter: The report breaks down totals by payment method:

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Products (Catalog)

The products view shows the full product catalogue for the current shop. Each product displays:

• Product name, image, and category
• Price and price type (fixed or variable for custom-priced items)
• Stock levels: Sold Today, total stock, and Remaining (or unlimited)
• On-sale / off-sale status

Use the search bar to filter by product name.

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Transactions

Opens the transaction history view described above.

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Local Device Report

In NFC Offline mode, an additional Sales report from this device section appears in the reports view. This report is generated from transactions stored in the local database — useful when the device has been operating offline and transactions have not yet synced. The local report can be filtered by:

• Shop scope — current shop only or all shops
• Date — filter to transactions since a specific date

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Orders Upload Status

In offline mode, the reports screen also shows an Orders upload status section that tracks the sync state of locally stored transactions:

• Pending uploads — the number of unsynced sales, top-ups, and cash-outs
• Most recent upload — the timestamp and result of the last sync attempt (success, failure, or no connection)
• Device identifier — the unique ID of this device

If uploads are failing, a Retry orders upload option is available. This requeues all local transactions for upload.

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