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06.02.01.E. Sales by Patient (Patients)/ Contributions by Patient

This report, depending on the custom parameters requested, will provide an exportable report detailing the actual transaction in which took place, the order/Visit ID, Patient, whether that patient is a member or not in your system, the caregiver if applicable for that patient/customer, the date of purchase and the Order/Visit total for each transaction.  Totals for all the said transactions provided will also be given. 

 

Select Update Report and per the parameters selected, your report will generate with each transaction listed chronologically by Order/Visit ID. Each transaction you are able to load and view under the Actions column. By selecting to view a transaction, you will be taken to the POS Screen showing the transaction in question. There is always one line per order

 

**Note: Since the action link re-routes you to the POS screen, hover over the magnifying glass icon and View Order XXXX will appear.  By right clicking this, select either Open Link in New Tab, Open Link in  New Window, or Open Link in Private window. 

This will open up that transaction in a separate location for you view without losing the Sales/Contributions reports results. 

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