Quick Access To Transactions
If you know the Cinchio Back Office Transaction ID of the transaction that you need to access:
- In the main menu, head to Operations > Transaction Search.
- Access the Search By Transaction ID section.
- Enter the Transaction ID and then select [Search].
The transaction will open in a new browser tab.
Searching Transactions: Advanced Search
To search for transactions within Cinchio Back Office:
- In the main menu, head to Operations > Transaction Search.
- Access the Advanced Search section.
- Perform a search using any of the transaction attributes covered in the table below, using the Date Range and Site filter options as a minimum.
For information on each of the search filter options available, see the table below.
Full List Of Transaction Search Options
Transaction Options
| Filter Option | Details |
| Date Range | Search for transactions within the selected date range, limited to 35 days. |
| Site | Search for transactions against the site shown. When logged into a HQ site, you can select any site within the company. |
| Location(s) | Search for transactions against specific locations within the selected site. |
| Till(s) | Search for transactions against specific tills within the selected site or, if applied, selected location. |
| Transaction Source | Search for transactions received from selected sources. |
| Transaction Type | Search for transactions based on the Transaction Type. |
| Team Member | Search for transactions closed by a selected team member. |
| Order Reference | Search for transactions with a specific customer order reference. |
| External Transaction ID | Search for transactions with a specific ID provided by an external source. |
| Table Number | Search for transactions closed against a specific table number. |
Transaction Payment Options
| Filter Option | Details |
| Payment Media Type | Search for transactions containing payment media assigned against a selected payment media type. |
| Payment Media | Search for transactions containing a selected payment media. |
| Card Number (Last 4) | Search for transactions containing card payments based on the last 4 digits of the card number. |
Transaction Sale Options
| Filter Option | Details |
| Sale Item | Search for transactions containing a selected product. |
| Transaction Threshold | Search for transactions above (or in the case of refunds, below) a specific total value. |
| Contains Liabilities | Search for transactions containing selected liabilities. |
| Discount Item | Search for transactions containing a selected discount or deal. |
| Discount Threshold | Search for transactions containing discount above a specific value. |
Transaction Customer Options
| Filter Option | Details |
| Customer Name | Search for transactions based on the name of the customer (or part of) associated with the transaction. |
| Customer Number (Last 4) | Search for transactions based on the last 4 digits of the phone number of the customer associated with the transaction. |
| Customer Email | Search for transactions based on the email address of the customer associated with the transaction. |
| Customer Code | Search for transactions associated with a Cinchio Customer record based on customer code. |
Search Results
Once filters have been selected in the Advanced Search section, select [Search].
Transactions will show in the table beneath against a selection of default columns.
You can add and remove columns by selecting [Select Columns] and then choosing which columns you wish to see. Details on all available columns are listed below.
List Of Columns Available In Search Results
Default Columns
| Column | Details |
| Transaction ID | Displays the unique Cinchio transaction ID. This column cannot be removed. |
| Transaction Time | Displays the time that the transaction was closed. |
| Location | Displays the location that the transaction took place at. |
| Transaction Source | Displays the source that the transaction was received from. |
| Order Ref | Displays the customer order reference assigned against the transaction. |
| Till | Displays the till that the transaction was closed against. |
| Team Member | Displays the team member that closed the transaction. |
| Payment Total | Displays the total payment received for this transaction. |
Additional Columns
| Column | Details |
| Gross | Displays the gross transaction value. |
| Net | Displays the net transaction value. |
| Tax | Displays the tax value against the transaction. |
| Discount | Displays any discount applied against the transaction. |
| Service Charges | Displays any service charge liabilities applied against the transaction. |
| Tips | Displays any tip liabilities applied against the transaction. |
| Charity Donations | Displays any donation liabilities applied against the transaction. |
| Fees | Displays any charges or fee liabilities applied against the transaction. |
| Ext. Transaction ID | Displays the ID of the transaction provided by the source platform. |
| Sale Type | Displays the Transaction Type of the transaction. |
| Covers | Displays the number of covers assigned against the transaction. |
| Table Number | Displays the table that the transaction was closed against. |
| Customer | Displays the Cinchio Customer record associated with the transaction. |
Additionally, against column headers you can filter results based on a search term entered. Select [Reset] on the left to remove any filtered columns.
To view Full Transaction Detail for any transaction, against the relevant row select [View] which will open the transaction in a new tab.
If required, you can also export the transactions to CSV. Select [Export CSV], then select either [Export All Transactions] to export all search results, or select [Export Filtered Transaction List] to export a filtered list of transactions, if filtered on a selected column.