Sale History & Reporting¶

View, search, and analyze completed transactions and sales data.

Overview¶

Kensium Point-of-Sale keeps a complete record of all completed sales. You can:

Search for specific transactions
View transaction details
Reprint receipts
Generate reports
Audit records

All completed transactions are permanently stored and cannot be deleted (for audit compliance).

Accessing Sale History¶

From the Home Page, look for "Reports" or "History" section and select "Sale History."

Required Permission: Your user group must have "View Sales History" permission.

Access Level: - Managers/Admins: See all sales - Cashiers: See only own sales - Supervisors: See team sales

How to Search¶

By Transaction Number¶

Use when: Customer remembers the transaction number or you need one specific sale. - Enter the transaction number (e.g., TXN-001234) - Results appear instantly

By Date Range¶

Use when: Looking for sales from a specific day, week, or month. - Enter start date and end date - Shows all sales in that period

By Employee/Operator¶

Use when: Manager reviewing an employee's sales for evaluation or audit. - Select the employee name - Optionally add a date range - Shows all sales by that employee

By Customer¶

Use when: Customer needs a receipt or you want to see their purchase history. - Enter customer name - Optional: Add date range - Shows all sales to that customer

By Payment Method¶

Use when: Reconciling credit card batches or finding specific payment types. - Select payment type (Cash, Card, Check, etc.) - Optional: Add amount range and date range - Shows matching transactions

By Amount¶

Use when: Auditing large transactions or finding sales within a price range. - Set minimum and maximum amounts - Optional: Add date range - Shows all sales in that price range

By Product¶

Use when: Finding how many of a specific item were sold. - Enter product name or code - Shows all transactions containing that product

Quick Examples¶

Find your credit card sales from yesterday: 1. Operator: Your name 2. Date: Yesterday 3. Payment: Credit Card

Find large cash sales from the past week: 1. Date: Last 7 days 2. Amount: $200+ 3. Payment: Cash

Get a customer's purchase history: 1. Customer: John Doe 2. Date range: Last 90 days

What You'll See in Results¶

Each transaction shows:

Transaction Number (TXN-001234)
Date & Time (2026-01-20 14:35)
Items Sold (with quantity, price, discount, tax)
Total Amount
Payment Method (how they paid)
Operator (who processed it)
Customer (if recorded)

Click a transaction to see full details.

Reprinting Receipts¶

When You Might Need to Reprint¶

Customer lost or damaged receipt
Customer needs receipt for warranty or return
Manager needs copy for audit

How to Reprint¶

Search for the original transaction
Click "Reprint Receipt"
Receipt prints marked as [REPRINT]
Give to customer

Reports¶

Available Reports¶

Daily Summary - Total sales, tax, refunds - Breakdown by payment method - Use: End-of-day reconciliation

Transaction Detail - Every transaction with all items and prices - Use: Detailed audit, inventory check

Payment Summary - Totals by payment method (Cash, Card, Check) - Use: Payment method verification

Operator Performance - Sales by employee, transaction count, averages - Use: Employee evaluation

Tax Report - Tax collected by location - Use: Tax filing, compliance

Discount Report - All discounts given, who authorized - Use: Verify discounts are within policy

Refund Report - Returns processed, reasons, refund amounts - Use: Product quality analysis

Exporting Data¶

You can export reports as: - CSV (for Excel, Google Sheets) - PDF (for printing/email) - Excel (for spreadsheet work)

Generate your report
Click "Export"
Select format
File downloads to your computer

Data Retention¶

All transactions: Kept permanently (never deleted)
Receipts: Kept 7+ years (per tax requirements)
Daily backups: Stored off-site

Audit Compliance

All transaction data is permanently recorded. This ensures audit compliance and provides complete records for tax purposes. Reprinted receipts are marked as duplicates.