61 Offline Transaction Review

Offline transaction review is a server side system administration function. This can be done on a desktop, thin client and a tablet.

For systems configured to run in Offline POS mode, two options are available within the Offline Transactions menu located within the System Admin menu:

• Offline Transaction Review

• Print Offline Transaction Receipt

Note:

All offline transactions need reviewing and either approved or rejected before the store can close.

Reviewing Offline Transactions

Offline Transaction Review allows you to review offline transactions and to send the data up to the mobile server.

1. Select System Admin from the main menu.

2. Select Offline Transactions.

3. Select Offline Transaction Review. A list of all offline transactions is displayed for review.

   The list shows the following details:

   • Date/time transaction occurred

   • Transaction dollar total

   • Transaction number of items

   • Transaction status

   • Customer email

   • Register number

4. Select the transaction to review.

5. Select the Context Menu and select Approve or Reject.

   • Approve - approves the transaction to be posted to Xstore POS server and an e-mail/sms receipt goes to the customer.

     Select OK to continue.

   • Reject - an error message is displayed - Are you sure you wish to reject this transaction? The transaction will be set to canceled.

     To reject the offline transaction, select Yes.

     1. Enter a comment for the rejection and select OK.

     2. A rejection confirmation message is shown. Select OK.

        An e-mail receipt is not sent on rejected transactions.

Printing a Transaction Receipt

To print a Xstore transaction receipt using a UUID or QR code from a mobile offline transaction for a customer:

1. Select System Admin from the main menu.

2. Select Offline Transactions.

3. Select Print Offline Transaction Receipt.

4. Scan or enter the UUID.

If the transaction is found a Xstore receipt is printed. If it has previously been printed, a prompt to use the Electronic Journal to reprint is shown.