Quickvee Help Center

In-store orders in the web backend

The Orders (In-Store) tab in the web backend shows every transaction rung up at your POS register by an employee. This article covers the list view, filters, search, and what each piece of an order's detail page means.

Access path: Merchant Backend → OrdersOrders (In-Store) tab

1_The In-Store Orders List - Date Range-20260601-064340.jpg


Header strip: "View and manage all orders. Filter by date range, payment type, or employee to find specific orders." Pick a window, narrow down, open the order you want.


The In-Store Orders list

Date range

Every view starts with a date range. Four quick presets sit to the right:

Preset

What it does

Today

Sets both Start and End Date to today (default)

Yesterday

Sets both dates to the previous calendar day

Last 7 Days

Start Date = 7 days ago, End Date = today

Last 30 Days

Start Date = 30 days ago, End Date = today

After picking a preset or typing custom dates, click Search to refresh.

Below the date range, the search bar accepts any of four lookups:

  • Order ID — full or partial (e.g. EEBC57F7F1F79C4B)

  • Card Last 4 — last four digits of the card used to pay (e.g. 2025)

  • Customer Name — works for named customers; walk-ins won't match

  • Amount — exact order total (e.g. 12.96)

Type to filter as you go; clear the bar to return to the date-range view.

Filter By

Filter

Options

Employee

Every employee who rang up an order in the current range. A search bar inside the dropdown helps if your roster is long

Payment Type

Credit, Debit, Cash, Food EBT, Cash EBT — tick any combination or All

Filters apply immediately — you don't need to click Search again.

List columns

Column

What it shows

Customer

The attached customer's name, email, phone. Orders without a customer show Walk-In Customer

Employee

The cashier who rang up the sale

Order Date/Time

When the order was completed at the register

Order ID

Unique order reference. Click to open the detail page

Amount

The grand total. Below the dollar amount, the payment method is shown in colour — Cash, Credit Card, or Split (orange) for multi-tender orders

Show Entries selector (10, 100, etc.) controls how many per page. Pagination sits at the bottom.

Sort applies across the entire filtered date range, not just the visible page. Sorting by Amount floats the biggest order in the range to page 1.



Opening an order

Click any Order ID to open the order's detail page. Header reads In-Store Order.

1_Click any Order ID in the list to open the order's detail page-20260601-065334.jpg


Items

One row per product sold, showing product name, unit price, quantity, and line amount.

Order Details

Field

What it shows

Order Id

The full order reference

Date

Calendar date the order was rung up

Time

Time of day the order was completed

Employee Name

The cashier

Total Items

Sum of item quantities — not the count of distinct products. 3 × water + 1 × lighter = 4

1_Header and Items - Order Details-20260601-064909.jpg


Order Summary

Line

What it means

Gross Sale

Sum of item prices before any adjustments

Loyalty Points Redeemed (n.nn)

Points the customer spent. Number in parentheses is the point count; dollar value beside it is the redemption value. Shown in red because it reduces the sale

Discount

Percentage or fixed-amount discount from a predefined rule. Shown in red

Custom Discount

One-off discount typed in at the register (e.g. manual $3 off). Listed separately from Discount so the two reconcile against their respective reports

Net Sale

Gross Sale − Loyalty Points Redeemed − Discount − Custom Discount. The taxable base

Taxes

Column

What it shows

Taxes

Tax name (e.g. Sales Tax). Multiple taxes each on their own row

Rate

Tax rate as a percentage (e.g. 8.250%)

Taxable Amt

Portion of Net Sale that this tax applies to — may be less than Net Sale if some items are tax-exempt

Sales Tax Due

Taxable Amt × Rate

Total Tax sums every tax row.

Other Fees

Field

What it shows

Cash Back Fees

Fees charged on cash-back transactions

Tips

Tip the customer added at checkout

Total

Sum of the Other Fees section

Grand Total

The final amount the customer paid. Right-side label: Net Sale + Tax + Other Fees = $xx.xx.

Tenders

Column

What it shows

Tenders

The payment method. For cards, last four digits appear after the tender name (e.g. Credit Card:2025)

Auth Code

Authorization code returned by the card processor (blank for cash)

Amount

Dollar amount paid with that tender, shown as a negative because it reduces the balance due

A single-tender order has one row. Split payment orders have one row per card or cash portion, summing to the grand total. The list view shows Split in orange below the amount for these orders.

Cash/Change Due to Customer line shows change handed back (usually $0.00 on card-only orders; positive on cash-paid orders where the customer gave more than the total).


1_Order Summary-20260601-064957.jpg


Loyalty Points

If a customer was attached and loyalty is active, a Loyalty Points section appears:

  • Awarded — points earned on this order, with date and time

  • Total — sum of points activity on the order

Customer Details panel

If a customer was attached, a panel on the right shows their name, phone, and email. A Billing Info button reveals their billing address. If no customer was attached, the panel is absent and the order shows as Walk-In Customer.


Common patterns

Walk-in vs named customer

A walk-in order has no customer record attached, no email goes out, and no loyalty points are earned. If a customer forgot to check in at the register, there's no way to attach them after the fact from this screen.

Split payment

If the customer paid with more than one tender, the order shows Split in the Amount column of the list, and every tender appears as a separate row in the Tenders table. Grand Total = sum of all tender amounts.

100% loyalty redemption

If a customer pays the full order with loyalty points, Net Sale = $0.00 and Grand Total = $0.00. The Loyalty Points Redeemed line shows the point count and dollar value; the Tenders row shows Cash −$0.00.

Custom Discount vs Discount

Discount covers anything driven by a configured promotion (coupons, Mix & Match, BOGO). Custom Discount covers manual price adjustments typed in at the register.


Common questions

Why doesn't the date range include today by default for Last 7 / Last 30 Days?

The "Last N Days" presets do include today — Last 7 Days is today back through 6 days ago. To exclude today, set End Date manually.

I searched by Card Last 4 and got nothing

Card Last 4 search only matches card tenders. Cash and EBT orders won't appear.

An order isn't in the list but I know it happened today

Confirm: date range is Today; no Employee or Payment Type filters narrowing the list; you're on the In-Store tab (not Online). If none of those is the cause, the order may not have synced from the POS yet — wait a minute and click Search again.

The Amount column shows two different colours — what do they mean?

The payment-method label under the amount is colour-coded: green for completed card or cash, orange for Split to flag multi-tender orders.

Can I refund or void an order from this screen?

No. Refunds and voids are handled at the POS register. This module is for viewing and reporting.

Can I email a customer their receipt from this screen?

Receipts are sent automatically at the register when the customer is attached. There's no resend-receipt button here — the cashier can resend from the POS order summary.

Why do some orders show Total Items: 4 when the item list has only 2 lines?

The list shows distinct products; Total Items sums the quantity on each line. An order with 3 × water + 1 × lighter has 2 item lines and a Total Items of 4.

Internal reference

Source ticket: MM-338 — Instore Orders