Transaction

Here's a guide for using the Cashier Transaction page

1. Opening the Cashier Transaction Page

   • Open the Cashier menu from the main navigation

   • Select the "Transaction" tab on the bottom navigation bar

   • The page will display the list of cashier transactions

2. Searching for Transactions

   • Use the search field at the top to search for transactions by invoice number

   • Type keywords and results will automatically filter

3. Filter Transactions by Date

   • Press the calendar icon in the top right corner

   • Select the desired date range

   • The transaction list will update according to the selected date range

4. Creating New Transactions

   • Press the "Add Transaction" button (floating button) at the bottom

   • The page will be divided into 3 tabs:

     a. Products Tab:

     • Search for products using the search field or scan barcode

     • Press product to add to cart

     • Adjust quantity with + and - buttons or type manually

     b. Cart Tab:

     • View list of selected products

     • Check total price and item count

     • Select special pricing if available (PRO)

     c. Payment Tab:

     • Choose payment method

     • Enter payment amount

     • View change/remaining payment

     • Select customer (optional, required if there's remaining payment)

     • Add notes if needed

     • Press "Save" to complete transaction

   • Press the "Add Transaction" button (floating button) at the bottom

   • The page will be divided into 3 tabs:

     a. Products Tab:

     • Search for products using the search field or scan barcode

     • Press product to add to cart

     • Adjust quantity with + and - buttons or type manually

     b. Cart Tab:

     • View list of selected products

     • Check total price and item count

     • Select special pricing if available (PRO)

     c. Payment Tab:

     • Choose payment method

     • Enter payment amount

     • View change/remaining payment

     • Select customer (optional, required if there's remaining payment)

     • Add notes if needed

     • Press "Save" to complete transaction

5. Viewing Transaction Details

   • Press a transaction item from the list to view details

   • The detail page will show complete transaction information

6. Export Transaction Data (PRO)

   • Press the three dots button in the top right corner

   • Select "Export Excel"

   • Excel file will download with transaction data according to active filters

Additional Features:

• "Cashier" label indicates transactions created through cashier module

• "Debt/Receivable" label appears if transaction has remaining payment

• Customer avatar will appear if transaction is associated with specific customer