Sales Agent App - Receipts

Receipts Screen Overview

This screen in the Sales Agent App is designed to help agents view, track, and manage all receipts generated for their sales. It provides a complete transaction history for a specific store or sub-location, including customer names, receipt numbers, dates, and amounts.

Sales Agent App - Receipts

Header Section

  • Store & Location Info: Displays the current store/sub-location being viewed (for example, Delhi NCR (Sub location)). This is useful when agents manage multiple locations.

  • Page Title: Receipt clearly identifies the current module.

  • Timestamp: Shows the current system date and time (for example, Feb 27, 2026 3:11:52 PM).

Records Summary

  • Total Records: Displays the total number of receipts in the system (for example, 2,040 records found). This helps agents understand the amount of available data.

Date Sections

  • Receipts are grouped by date, making daily review easier.
  • Each date appears as a separate row for quick visual scanning (for example, 27 Feb 2026, 12 Dec 2025).

Receipt Entries

Each receipt entry typically includes:

Field Description
Customer Name Name of the customer who made the purchase (for example, afrin, sheetal, mahesh).
Receipt Number Unique transaction identifier (for example, RCPT1984Bho, DelhiNCR-RPT317POS).
Amount Total amount for the receipt (for example, INR 702.00, INR 17,550.00).
  • Multiple receipts for the same customer on the same day are listed as separate entries.

Pagination

  • Pagination appears at the bottom of the screen.
  • It allows navigation through large numbers of receipts (for example, pages 1 to 10).
  • This keeps the screen responsive even when many records exist.

Add New Receipt Button

  • A blue circular + button at the bottom lets agents create a new receipt quickly.
  • It opens the New Receipt flow.

Best Practices for Agents

  1. Use date groupings to quickly locate receipts from specific days.
  2. Check customer names to track repeat transactions.
  3. Verify receipt numbers and amounts before syncing or reporting.
  4. Use the + button for immediate new sales entries.
  5. Review all relevant pages while auditing historical data.