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POS Reports

In POS Reports view, user is able to generate general and analysis reports of POS transactions. The following are the available reports:-

Report Description
Explanations
General Reports
Retail Customer Sales Summary Report Shows Sales Summary by POS (Retail Customers) for the selected Date Range

Note: When using filter with Type: “Posted Invoices”, this report includes confirmed POS invoices as well

Retail Product Sales Summary Report Shows the Sales Summary by Product for the selected Date Range
Retail Product Sales Detail Report Shows the Sales Detail by Product for the selected Date Range
Retail Hourly Detail Dales Report Shows Hourly Sales Detail for the selected Date Range
Daily POS Payment Summary Report Shows Sales Summary by Payment Means for the selected Date Range
Daily POS Payment Detail Report Shows Sales Detail by Payment Means for the selected Date Range
Issued Voucher Summary Report Shows the Summary of the vouchers redeemed status for a selected Date Range
Redeemed Voucher Summary Report Shows the Summary of the vouchers that have been redeemed for a selected Date Range
Reward Point Summary Shows Reward Points in a given As On Date
Point of Sale Document Listing Shows the Sales Document for the selected status (Approved/Posted) for a selected Date Range

 

Below actions are available under “POS Reports”:

Samooha icon2  View and search reports for POS module

POS report

 

View and Search Reports for Point-Of-Sale (POS) Module

1. Enter search parameter to filter the result, i.e. type in the report name in the search textfield box at the top of the screen

2. Select a report from the list of reports available

3. Select the parameters to filter the report, i.e. by specific “Product Brand”, time period

4. Click plus_button button next to drop-down list to select multiple items (i.e. certain product brands). On the pop-up window, tick the box(es) of items to be included in the report, then click “OK” button

POS report2

POS report3

5. Click “Generate Report” button at the bottom right of the screen to generate the report; it will open a new tab with the selected report

POS report4

6. On the selected report tab, some records are clickable – in this case the mouse pointer will change to a hand pointer hand_pointer– it is possible to click on these hyperlink records to open another report for that particular record or show transaction details of the record (see pictures below for an example of point-of-sale reports’ hyperlinks)POS report7POS report8

7. At the bottom of the report tab, the following options are available:

Reports_buttons