Searching Transactions
Within Cinchio Back Office, accessed via Operations > Transaction Search, the Transaction Search section allows you to locate transactions based on a variety of metrics.
Quick Access
If you know the Cinchio ID of the transaction that you need to access, within the Search By Transaction ID section you can quickly access it. Simply enter the Transaction ID and then select [Search].
Advanced Search Options
Alternatively, in the Advanced Search section you can search for transactions using a variety of transaction, payment and/or sale item attributes.
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. |
| Customer Code | Search for transactions associated with a Cinchio Customer record based on customer code. |
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. |
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.