Transaction List

Transaction List Overview

A Sapphire Web Pack POS Transaction is a list of both current or historical records for all exchanges and communications on a transactional basis that can fall under the heading of agreements between either your vendor’s or clients for the exchange of services and inventory. This may take the form of various types of inventory that are covered under the 10 types of inventory within the SapphireOne application.

Within the Sapphire Web Pack POS Transaction List, which is accessible from the Web Pack POS Transaction List, will only show a current list of Web POS transactions. These transactions will show the date the transaction was created, the time the transaction was created, TILL that the transaction was created on the sales rep the SKU the description of the SKU, the quantity of each SKU line, external reference, sequence number, which is generated from the SapphireOne client server, the total dollar value, the type being either Till Client Invoice (TCI) or a LayBy Client Invoice (LCI) and payment type.

Web Pack-POS
Web Pack-POS-Transaction List

All POS transactions will be saved with a type of TCI Sales, LCI Lay by, or TCC Returns.

Please note that a search function is available for the user who has a large number of transactions particularly LCI’s or LayBy payments in the system. 

There are 2 viewing options, The Item View as seen bellow. 

The second viewing option is the more detailed Invoice View seen below 

Click once on any invoice and the system will display it in a pop up as seen below. 

There are two icons at the bottom of the screen and these will be documented on the next page in this reference manual. 

Emailing and Creating pdf’s: 

  • When the Email button is selected the system will send an email to the customer with this invoice included. For this email function to work correctly the client must have their email details entered into their master record before trying to send them an email. 
  • When the pdf button is selected the system will create a pdf and display it on the device that you are using to access the web pack. A sample pdf is displayed below and this is exactly the same as would be sent to the customer when the email function is selected above 

SapphireOne’s implementation of both Dictation (MacOS) and Speech to Text (Windows) is a game changer for anybody doing data entry within SapphireOne. Any data entry field that the user can type into using a keyboard, they can use this feature.

They can also use this functionality on all inquiry screens within SapphireOne. For example, the user is in a Contact within a Client and they have just made a phone call to that particular client using the Softphone technology, this will automatically date and time stamp the contact and the phone number you called to. As soon as the call is completed or finished, the user has the ability to use the Speech to Text (Windows) function or Dictation (MacOS) function and dictate into the memo field of the CRM contact, adding as much description as they require.

This functionality applies across every single Data Entry screen. For example, if the user is entering a Vendor Invoice (VI) and they want to add a memo within the Vendor Invoice (VI), the user can simply dictate the memo. Another example is if the user wants to add additional lines to the General Ledger account, within each General Ledger account when the user is completing data entry using a General Ledger, there’s always a unique memo field for each General Ledger account line, the user can utilise this feature to quickly add the information they need to add. Additionally, if you’ve got an interview with an employee and after the interview process is completed the user is able to make notes about the employee.

Speech to Text or Dictation is an extremely powerful tool and it’s something that we at SapphireOne as well as our clients utilise daily. It is a massive timesaver. 

You can review our Blog and YouTube channel for additional information and resources on SapphireOne ERP, CRM and Business Accounting software.

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