Operations
Transaction Search
Find any transaction by its ID or with filters, then view or export the results.
Can't find what you need? Contact Cinchio:
Searching Transactions
Open a transaction straight away using its ID, or search for it with filters.
Do you know the transaction ID?
Yes, I know the ID
The quickest way to open a transaction, if you have its Cinchio Back Office transaction ID.
1
Open quick access
Go to Operations > Transaction Search and expand Quick Access To Transaction Using Transaction ID.
2
Enter the ID
Enter the Transaction ID and select View.
The transaction opens, showing its full transaction detail.
No, I need to search
Find transactions using any combination of filters.
1
Open Advanced Search
Go to Operations > Transaction Search and open the Advanced Search section.
2
Choose your filters
Choose a Date Range and Site, which are always needed, then add any other filters:
Which filters do you need?
Transaction
Transactions in the selected dates, up to 35 days. Required.
Transactions at the site shown. At Head Office, you can choose any site. Required.
Transactions at particular locations in the site.
The customer's order reference or receipt number.
Transactions on particular tills in the site, or the selected locations.
Transactions from the selected sources.
Transactions of the selected transaction type.
Transactions closed by the selected team member.
A particular ID from an external source.
Transactions closed on a particular table.
Payment
Transactions with payments of the selected media type.
Transactions with the selected payment media.
Card payments ending in these 4 digits.
Sale
Transactions containing the selected product.
Transactions above a set total, or below it for refunds.
Transactions containing the selected liabilities.
Transactions containing the selected discount or deal.
Transactions with a discount above a set value.
Customer
All or part of the customer's name.
The last 4 digits of the customer's phone number.
The customer's email address.
The customer code of a Cinchio customer record.
3
Search
Select Search.
Matching transactions are listed. See Transaction Results.
Transaction Results
Choose the columns you see, filter the results, then open or export transactions.
Choosing columns
Select Select Columns to add or remove columns.
Which columns?
Shown by default
The unique Cinchio Back Office transaction ID. This column can't be removed.
When the transaction was closed.
Where it took place.
Where it came from.
The customer's order reference.
The till it was closed on.
Who closed it.
The total paid.
Extra columns
The gross value.
The net value.
The tax.
Any discount applied.
Any service charge liabilities.
Any tip liabilities.
Any donation liabilities.
Any charge or fee liabilities.
The ID from the source platform.
The transaction type.
The number of covers.
The table it was closed on.
The linked Cinchio customer record.
Working with the results
Filter
Enter a search term against any column header to filter the results. Select Reset on the left to clear the filters.
View
Select View against a transaction to open its full transaction detail in a new tab.
Export
Select Export CSV, then Export All Transactions for every result, or Export Filtered Transaction List for just the filtered ones.