Market Shop / Restaurant Transactions

How to View and Manage MarketShop Transactions

1. Open the MarketShop Transactions Dashboard

• Go to Operations → MarketShop.
• The Transactions table is the first thing shown on the dashboard.
• If there are no transactions yet, the table will appear blank.
• By default, transactions are sorted by time placed, with the most recent orders at the top.

2. Understand What the Default Table Shows

• The transactions list uses the newer, faster data table experience.
• You can quickly see counts of transactions by status.
• The status tabs at the top default to All.
• For MarketShop transactions specifically:
  • They will always appear as Completed.
  • They will always show Self Pickup as the delivery type.
• The other status labels are more relevant to the restaurant workflow than MarketShop itself.

3. Customize Which Columns You See

• Use the column settings tab to control table visibility.
• Check or uncheck columns to show only the data you care about.
• You can also pin columns to keep important fields on the left side of the table.
• This helps you organize the table for easier review.

4. Change the Sort Order

• The table currently supports sorting by order placed time.
• Use sorting to switch between:
  • Newest first
  • Oldest first
• This is useful when reviewing recent activity or looking back through historical transactions.

5. Download the Data for Reporting

• If you want to do deeper analysis, use the Download button.
• Export the transaction data and open it in:
  • Google Sheets
  • Microsoft Excel
• This is the best option for custom reporting, slicing, and dicing the data outside the app.
• The on-screen table does not show the full cost breakdown.
• The downloaded file includes the detailed breakdown, such as:
  • Subtotal
  • Tax
  • Tips
  • Total
• If you need those financial details, export the data instead of relying only on the dashboard view.

6. Search and Filter Transactions

• Use search to find transactions by:
  • Order ID
  • Transaction name
• You can also filter by date range.
• These tools help you quickly locate specific transactions and manage the list more efficiently.