Historic data is a screen where you can see open and closed orders in the current date. It also offers a series of actions to perform, that will be analysed hereafter.
To access historic data, go to the REVO menu r, and press Historic data.
1. OVERVIEW
Browser
Press to search directly for a specific order. Use the order number, table name or customer name to search.
Closed / Open
In this tab, you can see the orders opened and closed (collected) in the current date.
List
After selecting one of the tabs, the orders are shown. When you select a listing order, it is displayed on the right side of the screen. You can see the following information:
- Order number.
- Order's fast actions.
- Opening time and closing time of this order.
- Employee who opened this command.
- Number of guests.
- Name of the table.
- Shows the invoices associated with the order.
Browser
Click on to search directly for a specific order. Use the order number to search and the order will automatically appear.
Select date
By clicking on the Today button in the top right corner, a calendar will open and you can select any date. Once the date is selected, all the closed orders of the selected day will be displayed.
Note: If no order appears, it means that REVO was not used that day.
Invoices:
Invoice information can be displayed at the bottom of the screen after selecting an order.
2. FAST ACTIONS
You can access the Fast actions by clicking on . You will find the following options:
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Change the payment method: Allows you to change the payment method. Here, you can find a detailed explanation on how to change the payment.
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Cancel a payment:
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Select the order.
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Click on cancel payment.
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Click on the invoice, and you will be asked for confirmation, click on OK.
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Add a reason.
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A message will appear indicating that the order has unpaid products. Click on Reopen order, so we can manage the new payment, closing correctly.
Note: To cancel a payment you need to have permissions and in addition. You can see all canceled payments in the back-office.
IMPORTANT: Starting from version 4.2.5, if we have enabled in the app preferences: keep open orders, it will NOT be possible to cancel payments; any modification will require a refund.
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Send the invoice by email: If the invoice is assigned to a customer with a valid email address, the invoice can be sent by e-mail simply by clicking on the button.
Note: If an error message appears after clicking the button, review the customer's data to see if the email address is right.
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Assign a customer to the invoice: A simplified invoice is converted to a nominative invoice (with assigned customer).
Note: This process will create a new invoice with the same amount with the assigned customer and a return of the original order will be made.
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Do a refund: Allows you to do a refund of an invoice. Here, you can find a detailed explanation on how to do a refund.
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I closed the order by error and I need to reopen it: This action is used if by mistake we have closed an order. Here, you can find a detailed explanation on how to reopen the order.
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Reprint the invoice with a custom description: You can reprint an invoice of a closed order by adding a description.
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Reprint invoice: You can reprint an invoice for a closed order.
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Link to digital invoice: By clicking on the button, a QR code will be opened that the customer can scan with their mobile phone to access the invoice in digital format.
