Accessing Point Of Sale Transaction History
Click Sales from the left hand navigation menu.
Select History.
Scroll through or search by Customer or Boat Name to find the sale you're needing more details for. You can also use the filtering options to narrow down the results if needed.
Click View to the far right of a specific sale to view additional details.
The Sales History tab shows sales made after your account was upgraded to our new POS platform. Since upgrade dates vary account-to-account, please reach out to [email protected] with any questions about your available historical sales data.
To generate a report of all POS transactions in your Dockwa account:
Navigate to Reports from the left hand navigation menu.
Select Cash Revenue Report.
Set Export Type to: By Date
Set Date Type to: By Transaction Date
Set the Start and End date to view Transactions during a specific period.
Click Export.
This will generate a downloadable Excel file where you can view and sort all past sales history, regardless of what version of the POS tool was used.
Issues viewing your Sales History or questions on a specific Sale? Reach out to our Support Team at [email protected] and we'll be happy to help!