Retrieving Sales Through the Sales History


Latest update: - Admin

Important: You can only retrieve and continue a sale if you are logged into the outlet that the sale was first initiated in. For example, if a sale was parked at the Melbourne outlet you will not be able to continue this sale from the Auckland outlet.

There are three types of sales that you might need to find and continue:

To retrieve a parked sale

1. Click Sales History from the side menu.

2.  In the Sales History screen, choose the Continue Sales tab along the top

3. Next, Select Parked from the Status dropdown and click the search button. This will filter your list of sales by Parked only.

4. Locate your sale from the list of parked sales below and click the continue sale icon.

5. The sale will load to the sell screen where you can continue processing it as normal.


To retrieve an account sale

Important: You will not be able to remove items from an account sale or cancel an account sale in progress. If you are using the Xero integration, it is also important to not add additional items to an existing sale, as the invoice in Xero will not be updated.


To retrieve an account sale

1. Click Sales History from the side menu.

2.  In the Sales History screen, choose the Continue Sales tab along the top

3. Next, Select On Account from the Status dropdown and click the search button. This will filter your list of sales by On Account only.

4. Locate your sale from the list of On Account sales below and click the continue sale icon.

5. The sale will load, and you can then take payment by clicking the Pay button.

If the customer is not paying the sale off entirely, take the payment and click the On Account button to put the sale back onto account.

Issue the customer with an updated receipt for their sale.


To retrieve a layby (layaway) sale

1. Click Sales History from the side menu.

2.  In the Sales History screen, choose the Continue Sales tab along the top

3. Next, Select Layby from the Status dropdown and click the search button. This will filter your list of sales by layby only.

4. Locate your sale from the list of layby sales below and click the continue sale icon.

5. The sale will load, and you can then take payment by clicking the Pay button.

If the customer is paying off the sale entirely, you will need to give them the items in the layby and a final, updated receipt.

If the customer is not paying off the sale entirely, click the layby button to put the remaining balance back onto layby.


For more information on Layby sales and how they work in Vend, check out this article here.


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