Fixing mistakes: editing and deleting sales

Everyone makes mistakes at the till: the wrong item, the wrong quantity, a sale recorded twice. iTrade lets you fix them properly, and keeps a record of every change so nothing disappears without a trace.

Edit a sale

1. Open Sales. Use the search box or the date filter to find the sale.
2. Click Edit on its row. (Or click the sale's date to open it, then click Edit.)
3. Change what is wrong: items, quantities, prices, discounts, payment method, customer or amount tendered.
4. Click Save Sale.

Everything follows the change automatically:

• Stock is recalculated. Remove an item and it goes back on the shelf.
• Customer accounts: change kept on account, or credit redeemed, is updated to match. Set an amount to zero and that entry is removed.
• Reports show the corrected figures.

The receipt number stays the same. If you already printed a receipt, print a new one.

Delete a sale

Delete a sale only if it should never have been recorded, for example a duplicate or a test.

1. Open Sales and click Delete on the sale's row.
2. Check the name on the Confirm deletion page, then click Delete.

The items go back into stock, and any change-on-account entries from that sale are removed. If the customer had redeemed credit on it, they get that credit back.

Who can do what

Sales recorded offline in the app can only be edited or deleted on the website, once they have synced.

The Audit Trail: who changed what

Every time anyone adds, changes or deletes a sale, product, customer, purchase, expense, stock take, write-off, transfer, purchase order or team member, iTrade writes it down: who did it, when, and the old and new value of each field. Nobody can delete these records, not even the Owner.

See the history of one sale

1. Open the sale (click its date on the Sales list).
2. Click History.

You see every change to the sale and its items, and to any change-on-account entries that came from it, including ones since deleted.

Search the whole trail

1. On the Apps page, open Audit Trail.
2. Narrow it down with the search box (a record or a username), All records (the type, such as Sale), All actions (Created, Updated or Deleted) and the dates.
3. Click Filter. Click a record's name to see its full history.

Each customer's page also has a Full audit trail link.

Other things you might need to fix

• A wrong change entry made by hand: see Customer accounts.
• A wrong delivery: edit or delete it under Inventory Purchases. See Buying stock.
• Stock that is wrong for no clear reason: do a stock take.