Breadcrumbs

Transactions

Layout

Selecting "Transactions" opens a list of recent orders. This information is extracted from your ERP and cannot be edited within PocketShop.

User interface element

Name

Description

Top bar


Contains the set of options available on all PocketShop screens.

Body

Transactions

Contains a listing of recent transactions, under the following headings

  • Order number

  • Order data

  • Gross amount

  • Order type - either invoices (I) or credit notes (CR)

Click


Contains an example transaction. Click on the transaction to display the order type associated with it.

This transaction has the following values:

Order number = APP996

Order date = 24/07/2019

Gross amount = $583.01

Order type = I (invoice)

In this example, when you select the transaction, the associated invoice is displayed.

Card

Number

Order number

Card


Customer that the order was invoiced by

Card

Product details

For each product that is in the order, the following data is displayed:

  • product code (SKU),

  • quantity of product purchased

  • product unit price

  • net amount for each product

Card

Date

Date that the order was placed

Card


Customer that the order was invoiced to

Card


Order price details, including

  • Net total

  • VAT total

  • Gross amount
PS_TransactionListing.jpg

Retrieving and storing data

Key points

  • Data is retrieved from your ERP when you log in initially. The data is stored locally within the PocketShop application.

  • Data is retrieved from your ERP each time you select this option. The data is then stored locally within the PocketShop application.

Intact iQ

PocketShop Screen Name | Field Name

Module | List | Column

Database table | Field

Comment

  • Transactions | Order Number

  • View Invoice | Reference



Internal Digital Commerce Platform reference

  • Transactions | Order Date

  • View Invoice | Date

Sales | Sales Invoice List | Sales Invoice | Date

T_SALESINVOICE | C_DATE


  • Transactions | Gross Amount

  • Transactions | Gross Total

Sales | Sales Invoice List | Sales Invoice | Gross Amount

T_SALESINVOICE | C_GROSSAMOUNT


Transactions | Order type




View Invoice | Invoiced by




View Invoice | Invoiced to

Sales | Customer List | Customer

T_CUSTOMER | C_NAME


View Invoice | Product1

Sales | Sales Invoice List | Sales Invoice | Sales Invoice Line | Product

T_SALESINVOICE_LINE | C_PRODUCT


View Invoice | Quantity1

Sales | Sales Invoice List | Sales Invoice | Sales Invoice Line | Quantity

T_SALESINVOICE_LINE | C_QUANTITY


View Invoice | Unit Price1

Sales | Sales Invoice List | Sales Invoice | Sales Invoice Line | Net Price

T_SALESINVOICE_LINE | C_NETPRICE


View Invoice | Net Amount1

Sales | Sales Invoice List | Sales Invoice | Net Amount

T_SALESINVOICE_LINE | C_NETAMOUNT


View Invoice | VAT Total2

Sales | Sales Invoice List | Sales Invoice | Tax Amount

T_SALESINVOICE | C_TAXAMOUNT