Difference between revisions of "POS Reports"
From TrueERP wiki
| Line 11: | Line 11: | ||
[[Vouchers]] | [[Vouchers]] | ||
</menu> | </menu> | ||
| − | == Overview == | + | == Overview == |
| − | POS Reports can be found by selecting POS in the Report Selector screen which can be accessed from any main | + | POS Reports can be found by selecting POS in the Report Selector screen which can be accessed from any main page in ERP. |
| − | page in ERP. | + | |
| − | '''How to Use POS Reports''' | + | '''How to Use POS Reports''' |
| − | *Select Sales tab | + | *Select Sales tab |
| − | *Select Sales Reports | + | *Select Sales Reports |
*Select POS radio button | *Select POS radio button | ||
| − | '''POS Reports Detail''' | + | '''POS Reports Detail''' |
| + | |||
| + | *'''Bar Tab List''' - List of Bar Tab entries by customer and showing Balance (Bar Tabs are created using a | ||
| + | |||
| + | keypad key assigned to the Bar Tab function. See [[Customising_POS]] | ||
| + | |||
| + | *'''Blind Balance Report''' - [[A Blind_Balance]] hides any variation in the balance from the Till using the Till and is | ||
| + | |||
| + | useful for ensuring employees cannot cover up a shortfall. The report lists each Till, sales details and any balance variation. | ||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
*'''End of Period Summary''' - End of Period is run at the end of a shift or more often and summarises all transactions | *'''End of Period Summary''' - End of Period is run at the end of a shift or more often and summarises all transactions | ||
| − | by employee | + | |
| + | by employee | ||
| + | |||
*'''Hourly Sales Report''' - Summarises sales for defined time blocks (hours by default) without the need for running | *'''Hourly Sales Report''' - Summarises sales for defined time blocks (hours by default) without the need for running | ||
| − | an End Of Period. | + | |
| − | *'''POS End Of Period Report''' - Report summarising when End Of Period has been run for each Till | + | an End Of Period. Report is not limited to POS sales. |
| − | *'''Sales Report''' - List of all completed Sales Transactions (ie. excluding Sales Orders) | + | |
| + | *'''POS End Of Period Report''' - Report summarising when End Of Period has been run for each Till | ||
| + | *'''Sales Report''' - List of all completed Sales Transactions (ie. excluding Sales Orders) | ||
*'''Till Summary Report''' - Summary of transactions and payment types by Till | *'''Till Summary Report''' - Summary of transactions and payment types by Till | ||
| − | '''*Traffic List''' - Traffic count per hour by branch (requires a traffic sensor to be connected to ERP) | + | |
| + | '''*Traffic List''' - Traffic count per hour by branch (requires a traffic sensor to be connected to ERP) | ||
| + | |||
*'''Traffic Summary''' - Traffic Monitoring Summary shows traffic by branch for selected period (Day, Weeks etc) | *'''Traffic Summary''' - Traffic Monitoring Summary shows traffic by branch for selected period (Day, Weeks etc) | ||
| + | |||
'''*Vouchers List''' - List of vouchers issued with details | '''*Vouchers List''' - List of vouchers issued with details | ||
Latest revision as of 16:42, 2 March 2011
Overview
POS Reports can be found by selecting POS in the Report Selector screen which can be accessed from any main page in ERP.
How to Use POS Reports
- Select Sales tab
- Select Sales Reports
- Select POS radio button
POS Reports Detail
- Bar Tab List - List of Bar Tab entries by customer and showing Balance (Bar Tabs are created using a
keypad key assigned to the Bar Tab function. See Customising_POS
- Blind Balance Report - A Blind_Balance hides any variation in the balance from the Till using the Till and is
useful for ensuring employees cannot cover up a shortfall. The report lists each Till, sales details and any balance variation.
- End of Period Summary - End of Period is run at the end of a shift or more often and summarises all transactions
by employee
- Hourly Sales Report - Summarises sales for defined time blocks (hours by default) without the need for running
an End Of Period. Report is not limited to POS sales.
- POS End Of Period Report - Report summarising when End Of Period has been run for each Till
- Sales Report - List of all completed Sales Transactions (ie. excluding Sales Orders)
- Till Summary Report - Summary of transactions and payment types by Till
*Traffic List - Traffic count per hour by branch (requires a traffic sensor to be connected to ERP)
- Traffic Summary - Traffic Monitoring Summary shows traffic by branch for selected period (Day, Weeks etc)
*Vouchers List - List of vouchers issued with details
