Altru Ideas

Search orders by name, credit, cash, etc

When using the "Order Search" function on the sales page, a user should be able to filter by cash or credit, filter by the name on the credit card used, and put a time range.  Essentially we need a lot more filtering options. 

Right now filtering just by date or sales-type means sifting through hundreds of transactions that are of the same amount - there is no indication of how the transaction was made or who purchased the order.  This is especially difficult if a person does not remember which person sold them admission - so filtering by user doesn't narrow things down. 

I am aware that we can build a query to find transactions, but front-of-house / front-line staff are not trained to use the Information Library. And when a line is out-the-door, building a query, or adjusting one that is built is a time-consuming process. The Order Search feature should just be more robust. 

  • Shelby Matula
  • Dec 10 2019
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