The transaction module provides a summary of all transactions made between the buyer and the seller.

1. From the Admin panel, go to Sales and click on Transactions.

From the following page, the details displayed are as follows:

  • Date: Displays the date on which the transaction was made
  • Transaction Id: Displays the transaction number.
  • Associate: If you are viewing transactions under the All tab, the associate column helps you understand whether a particular person is a supplier or customer.
  • Amt Recd: It displays the amount you have received from a customer/supplier.
  • Amt Paid: It displays the amount you have paid to a customer/supplier.


2. Click on the Search filter and you can sort the list either by Customer, Supplier, or Transaction ID.

Please Note
The Search by Supplier filter is only available for Retail Pack activated accounts.

3. Click on the drop-down calendar and select the period for which you want to view the transactions.

4. To view more details of the transaction of a particular customer, click on the transaction id next to their name.

From the following page, the details displayed are as follows:

  1. Transaction ID.
  2. Name of the associate.
  3. The date on which the transaction took place.
  4. Complete payment details.
  5. Order ID to which the transaction is linked.
  6. Total Payment Collected.


5. To view the order details of a customer, click on the order id on the transaction detail page.

The following order page gets displayed.

Please Note
This feature is currently unavailable on mobile.
You can view the summary of all transactions only through a computer.
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