View Records or Documents

Find a Record or Document | Point of Sale Basics

There are two ways to view Point of Sale records and documents. Click a link for more information about working in each view.

- Lists display many records or documents at one time in a format similar to a spreadsheet. The list can be easily sorted, searched, or filtered to help you find a particular record or to group similar records.

- Forms provide a more detailed view of an individual record or document on a single screen. Form View is typically used when creating or editing records or documents.

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