Transaction List Overview
A Sapphire Web Pack POS Transaction list is a list of both current or historical records for all exchanges and communications on a transactional basis that can fall under the heading of agreements between either your vendor’s or clients for the exchange of services and inventory. This may take the form of various types of inventory that are covered under the 10 types of inventory within the SapphireOne application.
Within the Sapphire Web Pack POS Transaction List, which is accessible from the Web Pack POS Transaction List, will only show a current list of Web POS transactions. These transactions will show the date the transaction was created, the time the transaction was created, TILL that the transaction was created on the sales rep the SKU the description of the SKU, the quantity of each SKU line, external reference, sequence number, which is generated from the SapphireOne client server, the total dollar value, the type being either Till Client Invoice (TCI) or a LayBy Client Invoice (LCI) and payment type.
All POS transactions will be saved with a type of TCI Sales, LCI Lay by, or TCC Returns.
Please note that a search function is available for the user who has a large number of transactions particularly LCI’s or LayBy payments in the system.
There are 2 viewing options, The 
Item View as seen bellow.
The second viewing option is the more detailed 
Invoice View seen below
Click once on any invoice and the system will display it in a pop up as seen below.
There are two icons at the bottom of the screen and these will be documented on the next page in this reference manual.
Emailing and Creating pdf’s:
- When the Email button is selected the system will send an email to the customer with this invoice included. For this email function to work correctly the client must have their email details entered into their master record before trying to send them an email.
- When the pdf button is selected the system will create a pdf and display it on the device that you are using to access the web pack. A sample pdf is displayed below and this is exactly the same as would be sent to the customer when the email function is selected above
Dictation and Speech to Text Overview
SapphireOne’s implementation of both Dictation (MacOS) and Speech to Text (Windows) is a game changer for data entry. Any data entry field you can type into using a keyboard can use this feature.
You can also use this functionality on all inquiry screens within SapphireOne. For example, the user is in a Contact within a Client. They may have made a phone call to that particular client using the Softphone technology. Consequently, this will automatically date and time stamp both the contact and the phone number you called.
As soon as the call is completed, the user has the ability to use Speech to Text (Windows) or Dictation (MacOS). They can dictate into the memo field of the CRM contact, adding as much description as they require.
Dictation and Speech to Text Procedure
This functionality applies across every single Data Entry screen. For example, the SapphireOne user is entering a Vendor Invoice (VI). Additionally, you may want to add a memo within the Vendor Invoice (VI). The user can utilise the tool and simply dictate the memo.
Another example is if the user wants to add additional lines to the General Ledger account, within each General Ledger account. When the user is completing data entry using a General Ledger, there’s always a unique memo field for each GL account line.
The user can then utilise this feature to quickly add the information they need to add. Alternatively, you may have an interview with an employee. After the interview process is completed, the user can then make notes about the employee.
Speech to Text or Dictation is an extremely powerful tool. It is something that we at SapphireOne, as well as our clients, utilise daily. It is a massive time saver.
You can review our Blog and YouTube channel for additional information and resources on SapphireOne ERP, CRM and Business Accounting software.