Layout

Clicking Transactions opens a listing of recent orders. This information is extracted from your ERP, and cannot be edited within PocketShop.

User interface element

Name

Description

Top bar


Contains the set of options that are available on all PocketShop screens.

Body

Transactions

Contains a listing of recent transactions, under the following headings

  • Order number

  • Order data

  • Gross amount

  • Order type - either invoices (I) or credit notes (CR)

Click


Contains an example transaction. Click on the transaction to display the order type associated with it.

This transaction has the following values:

Order number = APP996

Order date = 24/07/2019

Gross amount = $583.01

Order type = I (invoice)

In this example, when you click the transaction an invoice associated with the transaction is displayed.

Card

Number

Order number

Card


Customer that the order was invoiced by

Card

Product details

For each product that is in the order, the following data is displayed:

  • product code (SKU),

  • quantity of product purchased

  • product unit price

  • net amount for each product

Card

Date

Date that the order was placed

Card


Customer that the order was invoiced to

Card


Order price details, including

  • Net total

  • VAT total

  • Gross amount

Retrieving and storing data

Key notes about transactions data

  • Data is retrieved from your ERP when you initially log in. The data is stored locally within the PocketShop application.

  • Data is retrieved from your ERP each time you select this option. The data is then stored locally within the PocketShop application.