Transactions

7 articles

About Transactions

The Transaction s page is used to view historical transactions regardless of the method used to create them - browser , TH6 Mobile , TH6 Kiosk , or import. Information stored for a transaction includ…

Updated by Cheryl Wallace

General tab for Transactions

The General tab is the default tab for the Transactions page. It displays the identifying information for the transaction. Use this tab to find a transaction.

Updated by Cheryl Wallace

Details tab for Transactions

Outstanding items are highlighted in yellow. Overdue items are highlighted in red. The Details tab displays the following fields:...

Updated by Cheryl Wallace

Replaced With tab for Transactions

The Replaced With tab is only displayed when the Transaction Rental module is in use and one or more serialized items on the displayed transaction have been exchanged or swapped using On Rent - Trans…

Updated by Cheryl Wallace

Exchanged For tab for Transactions

The Exchanged For tab is only displayed when the Transaction Rental module is in use and the transaction is the result of a serialized item having been exchanged or swapped using On Rent - Transactio…

Updated by Cheryl Wallace

Looking up a Transaction

Click Transactions in the left side menu bar, then click Transactions. Enter any known information about the transaction as a pre-filter. Click magnifying glass in the edit tool bar to search. If only one transaction matches t…

Updated by Cheryl Wallace

Editing a Transaction

Once a transaction is created, only specific fields can be changed or corrected: Reference, Job, Sub Job, Cost Code, and Notes. Look up the transaction under Transactions > Transactions. Make the req…

Updated by Cheryl Wallace