Transactions
Use this page to browse and search past orders — amounts, payment methods, platforms, locations, and status. Open an order for full details, change status when permitted, or send a receipt by email or SMS. New orders are created in POS or online ordering, not here.
Open the screen: Sidebar → Order Management → Transactions
Lookup screen only
Use Transactions for support queries and order history. To issue a refund, use POS — then review history under Order Refunds.
Transactions list
What it does
Shows a filterable, paginated list of orders with key summary columns and row actions.
Step-by-step
- Open Order Management → Transactions.
- Use filters to narrow the list (see table below). Search waits about one second after you stop typing.
- Read the table — Order ID, Daily ID, Amount, Status, Payment, Employee, Platform, Type, Location, Created At, and Actions.
- Tap the refresh button to reload orders and filter options.
- Use pagination at the bottom to change page or rows per page.
Filters
| Filter | What it does |
|---|---|
| Search | Search by customer name or order ID |
| From Date | Start of date range — tap Pick a date |
| To Date | End of date range — cannot be before From Date |
| Location | All Locations or one outlet |
| Status | All Statuses or one order status |
| Platform | All Platforms or one channel |
| Payment Method | All Payment Methods or one method |
| Order type | All Types or one type (dine-in, delivery, etc.) |
| Attendant | All Attendants or one staff member |
Row actions
| Action | What it does |
|---|---|
| View Order (eye) | Open read-only order details |
| Edit Order Status (pencil) | Change order status (requires permission) |
| Send Order Receipt (share) | Email or SMS receipt to customer |
Widen your date range
If an order is missing, clear From Date / To Date or set Location to All Locations.
Common mistakes / FAQs
- I see “No orders found”. Widen filters or extend the date range.
- Edit status is disabled. Ask your administrator for UPDATE permission on Transactions.
View an order
What it does
Opens a scrollable summary of one order — line items, totals, customer, delivery or pickup, and payments.
Step-by-step
- Tap View Order (eye icon) on the row.
- Review the sections below in the details window.
- Tap X in the header to close.
What the details window shows
| Section | What you see |
|---|---|
| Header | Order #, order type, guest or registered customer, total amount |
| Summary | Location, Platform, Order Status, Attendant |
| Void/Cancelled reason | Shown only when the order was voided or cancelled |
| Order Line Items | Items, quantities, prices, modifiers, combos, half-and-half portions, notes |
| Order Summary | Subtotal, discounts, surcharges, fees, tax breakdown, Total Amount |
| Discount & Surcharge | Discount, surcharge, and platform fee summary |
| Pickup / Delivery Details | Times, address, fees, DoorDash tracking when linked |
| Customer Details | Name, Phone, Email, Address — or Guest |
| Payment Details | Payment Method and Amount Paid per method |
Third-party orders
Uber Eats or DoorDash orders without mapped line items show a simplified item list and totals from the partner platform.
Change order status
What it does
Moves one order to a new status in your workflow (for example preparing → ready → completed).
Step-by-step
- Tap Edit Order Status (pencil icon) on the row — not from the view dialog.
- In Update Order Status, read Current Status.
- Select New Status from the dropdown.
- If asked about inventory, choose Write off as loss or Return to stock and optionally enter a Reason.
- Tap Update Status.
- When successful, you see Order status updated successfully.
Status change is on the table row
Open Edit Order Status from the list — not from the order details window.
Common mistakes / FAQs
- “Please select a status to update.” Pick a New Status before you save.
- “Cannot change status…” Your workflow may not allow that transition — pick another status or ask a supervisor.
Send order receipt
What it does
Emails or texts an order receipt to the customer or a custom address.
Step-by-step
- Tap Send Order Receipt (share icon) on the row.
- In Send Order Receipt, select Email, SMS, and/or Custom Email.
- For Custom Email, enter an address in the field shown.
- Tap Send Receipt.
- When successful, you see a success message for the channel used.
Common mistakes / FAQs
- “Please select at least one channel…” Turn on Email or SMS, or enter Custom Email.
- “Please enter a valid email address.” Fix the custom email format.
Permissions
| What you need | Why |
|---|---|
| Transactions module permission | See the Transactions menu and list |
| UPDATE on Transactions | Tap Edit Order Status |
Viewing orders and sending receipts require page access only.