How do I filter transactions by date or branch?
Wollette POS provides flexible filtering tools that let you quickly narrow down transaction records by date, branch, or both. This makes it easier to track activity, investigate specific sales, or prepare reports.
1. Navigate to Transactions
The Transactions tab is located either on the left menu on tablet or the bottom menu on mobile. This will take you to a list of your most recent transactions in your terminal.
2. Use the date filter
To filter by date:
- Locate the date selector at the top of the transactions page and choose the date required. The transaction list will update automatically to show only results from that timeframe.
3. Filter by Branch (coming soon)
If you have access to multiple branches:
- Look for the branch selector (often at the top of the page or within a filter panel)
- Click or tap to open the list of branches
- Select the branch you want to view.
The list will then show transactions for that specific location only.