Sales Screen

Point of Service > Sales

The Sales Screen is a record of all transactions that have occurred in TITAN.

A screenshot of the point of service sale search screen as described on this page.

  1. Search - search by name

  2. All Serving Sessions - filter by serving session

  3. Date - select a date (default: Today)

  4. Reset - click to reset search parameters

  5. Add New Bulk Transaction - click to add a bulk transaction

  6. Add New Transaction - click to add a new transaction
    A screenshot of the add new transaction screen as described on this page.

    1. Serving Date - select the serving date

    2. Building - select the serving building

    3. Terminal - select the device

    4. Serving Session - select the serving session

    5. Person - select the student or staff member

    6. Cancel - click to return to the previous screen without creating the transaction

    7. Save - click to be redirected to the back office transaction screen

  7. Advanced - click to open additional filters

  8. Buildings - filter by cafeteria(s)

  9. Point of Service Devices - filter by device(s)

  10. Cashier - filter by user(s)

  11. Reference Number - search by reference number

  12. Account Holder - filter by account holder(s)

  13. Created Date - filter by created date range

  14. Authorization Code - search by authorization code

  15. Items - filter by sales item(s)

  16. Reimbursement Overridden - check to filter for transactions with reimbursement overridden status

  17. Search - click to apply advanced filters

  18. Status - click to sort by status

  19. Date - notice the transaction effective date

  20. Created Date - click to sort by the transaction created date and time

  21. Serving Session - click to sort by serving session

  22. First Name - click to sort by person first name

  23. Last Name - click to sort by person last name

  24. Building - click to sort by Cafeteria

  25. Total - click to sort by transaction total

  26. Reimbursement Overridden - notice the reimbursement overridden status (Checked = True, Blank = False)Printer Icon - click to generate a transaction receipt report

  27. Pencil - click to view or void transaction details
    A screenshot of an example point of service transaction as described on this page.

    1. Notice the Document Number, Created Date and time, effective Date, Serving Session, transaction Building, Device, Person ( staff, student, or building account), Total, and Eligibility.

    2. Account Owner(s) - notice the account owner(s)

    3. Item - notice the sales item(s) and payment item(s)

    4. Quantity - notice the quantity of each item

    5. Price - notice the dollar amount per item

    6. Total = d x e

    7. Reimbursement - notice the transaction reimbursement

    8. Cashier - notice the user's name

    9. Void Reason - select a void reason if transaction is to be voided

    10. Note - notice any notes if entered on a (+) Account Transaction

    11. Void Transaction - click to void the transaction. A void reason must be selected (Step i) if void reasons are required.

    12. Close - click to return to the previous screen without voiding

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