iotoms Docs

Tips and FAQ

  1. Why is the list empty? The register opens on Today by default. If no sales have come in yet today, the list is empty — switch the date range to "This week" or a custom period to see earlier sales. See Changing the Date Range.

  2. I cannot find Transactions in the sidebar. It is called Sales History now, at the bottom of the Sales group. The old name was renamed because it sat next to an Orders queue and people went looking there for orders they had booked — Sales History only ever holds sales that have already happened. See Opening the Sales History List.

  3. I searched for an invoice and got nothing — but I know it exists. Search only looks within the loaded date range. Widen the range first, then search again.

  4. A field sale shows "Pending" sync — is something wrong? Usually not. Van reps work offline; the sale is safe on their device and uploads when they get signal. Only a red Failed badge needs follow-up. See Understanding Payment and Sync Badges.

  5. Why doesn't the Amount match the item prices I expected? Amount is the final grand total after discounts and taxes — the same figure as the customer's invoice.

  6. Can I click a transaction to see its line items? Not yet — the register is list-only today. For sales breakdowns and totals by store, item, or period, use the screens under Reports.

  7. Why was I brought here right after saving on New Sale? That's by design: saving on the New Sale screen redirects to Sales History so you can confirm the sale landed, with its invoice number and amount.

  8. The table feels crowded — can I hide columns? Yes. Use the column icon at the right of the toolbar to show or hide columns. See Filtering and Searching Sales.