thread Re: Is there a way to track specific sales, not all sales but specific sales for a school spirit nig in Archived Discussions (Read Only)

Is there a way to track specific sales, not all sales but specific sales for a school spirit night.

FireworksDan — Sun, 19 Dec 2021 02:31:01 GMT

We are partnering with our local school baseball booster club and will have a school spirit night at our stand. Is there a way to tag a sale so I can track the sales from the customers that are supporting the school, from our regular customers that are just buying things.

Re: Is there a way to track specific sales, not all sales but specific sales for a school spirit nig

pessosices — Sun, 19 Dec 2021 03:31:51 GMT

Hey @FireworksDan

@There’s no official way, but I’ve found something that works!

I set up a $0 item and name it whatever the event is or Fundraiser or something, and add it to the particular sales I want to track.

Then afterwards in the Web Dashboard, I go into the Transactions tab and search by item and type in that name. That will show a list of transactions with that item along with the total for that day of the sales with that item.

Let me know how it goes!

Re: Is there a way to track specific sales, not all sales but specific sales for a school spirit nig

FireworksDan — Sun, 19 Dec 2021 04:07:34 GMT

Excellent! I knew there had to be a way, I just couldn’t quite see it,

Re: Is there a way to track specific sales, not all sales but specific sales for a school spirit nig

pessosices — Sun, 19 Dec 2021 04:09:12 GMT

Happy to help, @FireworksDan !

Let me know if you have any questions!

Re: Is there a way to track specific sales, not all sales but specific sales for a school spirit nig

FireworksDan — Sun, 19 Dec 2021 04:30:54 GMT

I looked at transactions on my dashboad and don't see a way to search for items, just date range settings, payment method, source, team member, things like that. There is no search field on my screen, I must be in the wrong place

Re: Is there a way to track specific sales, not all sales but specific sales for a school spirit nig

pessosices — Sun, 19 Dec 2021 04:52:36 GMT

Hey @FireworksDan

Are you using a web browser on a computer or tablet?

If you do that, you should see a search bar on the Transactions screen.

Re: Is there a way to track specific sales, not all sales but specific sales for a school spirit nig

FireworksDan — Sun, 19 Dec 2021 04:58:28 GMT

Laptop using chrome. Starting at home, I’m going to upper left corner and hitting menu bars, side opens up to give me options to go to, home, reports, transactions, balance, items, ect. I hit transactions and get daily transactions and total for whatever date range I have but there is no search item option at all on that screen

Re: Is there a way to track specific sales, not all sales but specific sales for a school spirit nig

pessosices — Sun, 19 Dec 2021 05:17:21 GMT

Hmm, it sounds like you’re in the right place, @FireworksDan

It should have a search box with “Card #” next to it. That’s a drop down box where you can click and change it to items.

Can you attach a screenshot here of what you see on options there? just make sure to crop out any financial or personal info.

Re: Is there a way to track specific sales, not all sales but specific sales for a school spirit nig

pessosices — Sun, 19 Dec 2021 05:18:36 GMT

It should look something like this:

Re: Is there a way to track specific sales, not all sales but specific sales for a school spirit nig

FireworksDan — Mon, 20 Dec 2021 00:18:50 GMT

Ok, that’s what I see, but I don’t see any option to search sales by specific items, or filter by item. And please excuse me if I’m not using correct terms.

Re: Is there a way to track specific sales, not all sales but specific sales for a school spirit nig

FireworksDan — Mon, 20 Dec 2021 00:20:58 GMT

Ahhhhhh, cool, let me check that out

Re: Is there a way to track specific sales, not all sales but specific sales for a school spirit nig

pessosices — Mon, 20 Dec 2021 00:45:26 GMT

No problem - yea that Drop down box in “Card #” box is a little bit hidden, but it’s there!

let me know if you get it @FireworksDan