--- title: "Transactions common" slug: "transactions-common-1" updated: 2026-06-25T12:21:38Z published: 2026-06-25T12:21:38Z canonical: "products.egretail.cloud/transactions-common-1" --- > ## Documentation Index > Fetch the complete documentation index at: https://products.egretail.cloud/llms.txt > Use this file to discover all available pages before exploring further. # Transactions common ## Transaction basics Most transactions in the app follow the same pattern. You open a transaction, add items, review a summary, and submit. This page describes the user interface elements and flows that are shared across transactions. The transaction-specific pages only cover what is unique to that transaction. #### The transaction page layout Every transaction page has: - A **header** at the top with the transaction name in the center, an **X** (close) button on the left, and a **more (…)** button on the right that opens the transaction options — see [The more menu](/v1/docs/transactions-common-1#the-more-menu) below. - A **progress bar** below the header, with one dot per step. The current step is shown with a large green dot; completed steps are small green dots; upcoming steps are small grey dots. - The **main content** for the current step. - A **bottom bar** with the step’s controls. On the first step this is typically a **scan** icon, a **search** icon, and a **Next** button. On the finish step it is **Back** and **Submit.** Some transactions show a **Total** row below the progress bar with the item count and, for priced transactions, the total price. The total can be hidden via **Hide total** in the more menu. --- #### Adding items by scanning 1. Tap the scan icon in the bottom bar. The scanner opens. See [Scanning an item](/v1/docs/item-details-2#scanning-an-item) for how the scanner behaves. 2. When a barcode is recognized, the item is added to the transaction. 3. On devices with a hardware barcode scanner (such as a Zebra device), press the device's **Scan button** instead — the scanned barcode adds the item directly without opening the camera scanner. --- #### Adding items by searching 1. Tap the **search** icon in the bottom bar. A search bottom sheet opens (named **Add item** or **Search items** depending on the transaction). 2. Type in the search field. The list narrows as you type and shows a result count (for example, 100+ items). 3. Tap an item row to add it to the transaction. 4. Tap the **info (i)** icon on the right of a row to open the item preview instead of adding it directly. 5. Tap the **X** in the top-right to close the search sheet. If the search sheet was opened from a transaction’s start page, closing it returns you to the start page. --- #### The item preview The **item preview** is a simplified version of the Item details page shown as a bottom sheet. It opens when you tap the **info (i)** icon on an item row in the search sheet. The preview shows the item’s image, item number, name, price, variants (color and size), and a short **Details** section. A green **+** button sits to the right of the variant drop-downs. 1. Tap the **+** button to add the item. A confirmation popup asks *“‘’* will be added to the *.”* 2. Tap **Add item** to confirm or **Cancel** to go back. 3. Tap the **back arrow** in the top-left to return to the search sheet, or the **X** to close everything and return to the transaction page. --- ### Item rows with quantity Most transactions show each added item as a row on the transaction page with a quantity field on the right. These rows share a few behaviors. **One row is focused at a time.** The most recently added or tapped row is **focused**. The focused row is outlined with a thick border, and its quantity controls are expanded. All other rows **collapse** and show only a small quantity badge (for example, *4 pcs*) on the right. Tapping a collapsed row focuses on it and collapses the row that was focused before. ![](https://cdn.document360.io/5c3fbf4a-b177-42ef-a5c9-ab5c60ca2ba9/Images/Documentation/image-YDNYDU21.png) --- **Open item details from a row** Tap the **chevron (>)** on the right of a focused row to open the page for that item. ![](https://cdn.document360.io/5c3fbf4a-b177-42ef-a5c9-ab5c60ca2ba9/Images/Documentation/image-21K76XO4.png) This lets you verify you added the right item. Tapping anywhere else on the row body does not open Item details. --- **Step buttons** The expanded controls depend on the current quantity: - When the quantity is **1**, a **trash** icon sits on the left and a **+** icon on the right. Tap **+** to bump the quantity (*1* → *2*). Tap the **trash** icon to remove the row. See [Removing an item](/v1/docs/transactions-common-1#removing-an-item) below. - When the quantity is **2 or more**, the left control becomes **−**. Tap **−** to step down by 1; when the count drops to 1, the button switches back to **trash** so the next tap removes the row. Press and hold **−** or **+** to step the value continuously. --- **Quantity field** Tap the quantity field to open the numeric keyboard. The field is outlined with a thick border while the keyboard is open. The value is saved when you tap **Done**, scroll the list, drag the keyboard shut, or tap outside the field. Invalid characters - spaces, minus signs, letters - are stripped as you type; there is no error message. > [!NOTE] > Commas (as a decimal separator) are accepted on weight items, and on non-weight items when the “**AllowDecimalValueInPieces**” configuration parameter is enabled in back-office. --- ### Ingredient items Some items are configured as **ingredient items** in the back-office. An ingredient item is built from a **base ingredient** and a **quantity per unit** — for example, *Hot dog buns 4x12 pcs* is a supplier package of *4* that contains *12* inner *Hot dog bun* units per pack (48 buns total). Ingredient items only affect the user interface in **Stocktaking** and **Breakage** — the only two transactions that ask for separate supplier-pack and inner-unit counts. In those two transactions: - **Dual quantity input.** Where the transaction normally asks for one quantity, it asks for two instead - **Supplier packages** (whole packs) and **Inner units** (loose pieces from within a pack). Either one or both can be filled. The label on the **Inner units** field shows the pack breakdown in parentheses *(for example, “Inner units (12 x Hot dog bun sesame)”)*. Weight items (sales unit kg and similar) are not ingredient items even if they look similar — they always show a single quantity field. - **Decimal display on rows**. On the transaction page, an ingredient item’s row shows a single quantity in the **supplier-package unit**; if inner units are also filled, the figure is a decimal (for example, 4 supplier packages and 9 inner units of a 12-pack item display as 4,75 pcs). The exact layout of the dual-field input is described on the [Stocktaking](/v1/docs/stocktaking-2#ingredient-items) and Stock transaction**s** pages. All other transactions show a single quantity field even when the item is an ingredient item. --- #### Removing an item Tapping the trash icon ![](https://cdn.document360.io/5c3fbf4a-b177-42ef-a5c9-ab5c60ca2ba9/Images/Documentation/image-19IYKYBT.png) on a row removes the item and it disappears immediately from the cart. --- #### The more menu The **…** button in the header opens the transaction options bottom sheet. ![](https://cdn.document360.io/5c3fbf4a-b177-42ef-a5c9-ab5c60ca2ba9/Images/Documentation/image-63RQ6PZV.png) These options appear in every transaction: - **Add quick action** — adds this transaction to the **Quick actions** section on the **Home** screen. - **Put on hold** - pauses the transaction. See [Putting a transaction](/v1/docs/transactions-common-1#putting-a-transaction-on-hold) on hold below. - **Discard transaction** - ends the transaction. See [Discarding a transaction](/v1/docs/transactions-common-1#discarding-a-transaction) below. Transactions that show a **Total** row also include **Hide total** (toggling to Show total when the total is already hidden). Transactions that have a user-chosen name include **Edit** . See [Editing the name](/v1/docs/transactions-common-1#editing-the-name) below. Individual transactions may add their own options, described on that transaction’s page. Tap the **X** or tap outside the sheet to close it without choosing. --- #### Editing the name Transactions that have a user-chosen name let you rename them mid-flow. 1. Choose the rename option (for example, **Edit item list name**) from the more menu. The **Edit name** sheet opens with the current name pre-filled. ![](https://cdn.document360.io/5c3fbf4a-b177-42ef-a5c9-ab5c60ca2ba9/Images/Documentation/image-8JD84NP1.png) 2. Change the name. **Save** is disabled while the field is empty. 3. Tap **Save** to apply the new name, or the **X** to close without saving. --- #### Putting a transaction on hold Putting a transaction on hold pauses it so you can resume it later from the **In progress** section of the Home screen. 1. Choose **Put on hold** from the more menu. A confirmation popup opens with the message *“The process can be resumed later.”* ![](https://cdn.document360.io/5c3fbf4a-b177-42ef-a5c9-ab5c60ca2ba9/Images/Documentation/image-0UTWPQYJ.png) 2. Tap **Put on hold** to pause and leave the page. 3. Tap **Cancel** to stay on the page. --- #### Discarding a transaction Discarding ends the transaction and takes you out of the flow. The exact effect varies — for transactions that exist only while you are working on them (like an Item list or Purchase order). Discard deletes the transaction; for transactions that work against a persistent entity (like a stocktaking against a count group) discard resets your in-progress changes and leaves the entity in place. 1. Choose **Discard transaction** from the more menu. A confirmation popup opens. The popup message is transaction-specific (for example, *“This action cannot be undone.”* or *“All items will be marked as ‘Not counted’.”*). ![](https://cdn.document360.io/5c3fbf4a-b177-42ef-a5c9-ab5c60ca2ba9/Images/Documentation/image-I5U7JFLG.png) 2. Tap **Discard** to confirm and leave the page. 3. Tap **Cancel** to stay on the page. --- #### Resuming a paused transaction If a transaction of the same type is already paused when you start a new one, the app asks whether to resume it. 1. Tap **Resume** to reopen the paused transaction with its data intact. 2. Tap **Discard** to delete the paused one. A confirmation asks you to tap **Discard** again to confirm or **Cancel** to go back. After discarding, the new transaction starts. 3. Tap **Cancel** on the resume prompt to leave the paused transaction untouched and return to the previous screen without starting a new one. --- #### The finish page The finish page is the second-to-last step of most transactions. It lets you review the transaction before submitting it. ![](https://cdn.document360.io/5c3fbf4a-b177-42ef-a5c9-ab5c60ca2ba9/Images/Documentation/image-PRT4AP2R.png) It shares the standard header and progress bar, and has: - A **Summary** section listing the key details of the transaction (for example, supplier, item count, total). Rows with a chevron on the right are editable — tap them to change the value before submitting. - An optional free-text field below the summary (labelled Add note, Add description, and so on) for a free-text comment that is saved with the transaction. - A **bottom bar** with a **Back** button on the left (returns to the previous step) and a **Submit** button on the right (finishes the transaction). Some transactions also show a dismissible **information banner** at the top of the page when a condition applies. Tap the **X** on the banner to hide it. Individual transactions list their own summary rows and note-field label on the transaction’s own page. --- #### The done page After you submit a transaction, the **done** page confirms it succeeded. The progress bar is fully filled. ![](https://cdn.document360.io/5c3fbf4a-b177-42ef-a5c9-ab5c60ca2ba9/Images/Documentation/image-TEQLKY6R.png) The page shows an illustration, the heading **You’re done**, and a transaction-specific confirmation message (for example, *“The item list was created”*). The page closes automatically after a few seconds and returns you to the Home screen. Tap **Close** at the bottom to return to the Home screen immediately.