Sales Actions

Actions lists every change staff made to orders on a given day: canceled orders, voided items, refunds, edits, and more. Use it to follow up on a large void, spot a training gap, or see which reasons your staff pick most.

Open Sales > Actions in the Back Office . You need manager access to open it.

Pick a day

Use the date picker at the top to choose a day, or use the arrows to step to the previous or next day. You can’t pick a future day.

Actions uses business days. A day begins at Start hour in POS settings, so a void at 1 AM counts toward the night before. Home, Daily, Orders, and Actions share the selected date, so the day you pick here carries over to those tabs. Reloading the page resets it to today.

Actions list

The card title shows how many orders had at least one action, for example Actions (12).

Below the title, a row of chips counts each kind of action for the day, such as Cancel Order 2 or Remove Dish 5. The chips count actions, not orders, so one order with three voided items adds three to Remove Dish. An item removed after the check prints is logged as Remove Dish in Check and gets its own chip.

The table has one row per order, oldest order first. Within an order, the newest action is at the top.

# - the order number. Actions not tied to a regular order, such as an event ticket cancellation, are grouped in one N/A row at the top.
Actions - every action on that order. Each shows its title, such as Cancel Order, and its detail, which often includes the reason. Below that are the amount (when the action changed one), the time, the email of the account signed in when it happened, and the app it came from, such as Selflane POS.

Click an order’s row to open its details. The N/A row has no order to open.

What gets logged

The list covers the changes the POS and Back Office record on an order, including:

canceling, reopening, and closing an order
removing items, before or after the check prints
refunds and voided charges
splitting and merging checks
changing the order time, tip, or the customer’s name, phone, or address
price adjustments, tax exemption, and gift card discounts
transferring an order, changing its tag, seat, or priority, and changing it to delivery

Item and order discounts are not logged here. To review them, use Total Discounts on Daily.

Export the list

The export button on the card saves the table as CSV or PDF. The file has the same two columns, with each action’s title, detail, amount, and time.

Cancel & Void Reasons

This card totals the day’s cancels and item voids by the reason staff picked. Set up the reasons staff choose from in POS cancellation and void reasons. The card appears only on days with at least one cancel or item void. Event ticket cancellations are not counted here, so the Cancel Order chip can be higher than the Cancels total.

Use the buttons to switch views:

Cancels - canceled orders, one row per reason, with Quantity and Amount.
Item Voids - removed items, one row per reason, with Quantity and Amount. Items removed before and after the check prints both count here.
By Server - one row per staff member and type, with Server, Type (Cancels or Item Voids), Quantity, and Amount.

The card opens on Cancels, or on Item Voids if the day has voids but no cancels. The line under the title totals the rows in the current view, for example 3 actions, -$42.50.

Amounts are what came off the order, so they are negative. Rows are sorted with the largest amount first.

A few rows group actions that are missing a detail:

(no reason) - actions recorded before a reason was picked, and those from POS app versions that don’t send one yet.
(unknown) in By Server - actions with no staff name or account email.

A reason typed in that isn’t on your settings list gets its own row under the name entered.

When the POS records a staff name, By Server shows it. A cancel made in the Back Office shows the email of the account that made it instead.

If you rename a reason in settings, its actions stay in one row. The row shows the name on the day’s most recent action, so a day where every action came before the rename still shows the old name.

The export button saves the current view as CSV or PDF.

Operation Memos

The bottom card lists the memos dated on the selected day. Add, edit, and delete memos the same way as on Daily. See Operation Memos.