User guide

PAY@PC • User Guide and Tutorial • 2.00.0629.2009 page 22
Selecting and Sorting by Sales Criteria
PAY@PC contains two sales criteria:
• Sales Type
• Status
By checking on/off these features, you can isolate specific transactions.
By clicking on the column headings, you can also sort the transactions in an ascending or descending direction
according to the information in that column.
For example, when issuing a credit, it is recommended that the Approved and Void/Credit status are both set
on and that the data is sorted by Reference or Transaction ID. Thus, when issuing a credit from the
Transaction Manager, both transactions (original sale and void/credit) appear next to each other.
When processing pending transactions, it is recommended that the Approved and Pending status options are
both set on and that the transactions are sorted by Reference or Customer. If the Approved status option is off
and a pending transaction is approved from the Transaction Manager, then it will not appear in the list.
Modifying the Grid Appearance
Columns can be added and removed from the Grid. To do this; right-click on any transaction and select which
columns to change from the popup menu. By default the Rep ID and Address columns are set to off, where the
Comments column is set to on.
The alternating grid color can be changed by tapping on the color box located left of the sales item count.