Real Time Sales
Go to CAS --> Reports --> Sales --> Real Time Sales
This report is used to generate sales data. The strength of the report is that it gives a snap shot of current sales data, broken down by media tender for a complete recap to be analyzed as needed by management.
To filter by Venue, Store or Group user selects by clicking the appropriate drop down.
User can Consolidate the report by selecting Venue, Store or by Register from the Consolidation By drop down menu.
The report can be viewed with the totals from the date range selected, or enable the "Display Date Detail" To view the report broken down by day.
Select the date range from the 6 preselected options (Current Day, Current Month, Current Year, Previous Day, Previous Month, Previous Year) or select your own custom range using the beginning and ending date range calendars.
The user then can generate the report or download the CSV file. The generated report contains the registers, date, and the sales amount in cash, credit, debit, check, gift, coupon and totals for each register for the dates selected,. as well as the further breakdown by card types. The report is real time, so the report should match the daily sales summary of the POS immediately after a transaction has been made (depending on internet connectivity). Note - the figures include sales tax collected on the transactions.
The coupons field displays transaction level coupons only. Item level coupons are reported on the coupon report.
Access to this function at an enterprise level is limited by default to the System Administrator and Financial users only. Accounting, store managers, warehouse general managers as well as zone managers may view real time sales report at Venues or Store assigned to them.
Go to CAS --> Reports --> Transactions --> Transaction Activity
Transaction Activity report helps the user to track all the POS transactions and view the receipts from the POS in CAS. Use this report to see detailed activity by transaction and also to reprint transactions from CAS.
To filter Report by Venue, Store, Register user selects the appropriate drop down.
To pull transactions by date range, enter transaction number and transaction amount range.
To pull transactions by ItemID or UPC, enter UPC or ItemID.
The report can also be generated by specific payment mode (All is for all payment modes, or select specific tendered mode Cash, check, coupon, credit, debit, gift, or split transaction). Note If the only tender was a coupon it would be in the coupon tender. As most/all coupons also involve another tender (cash,credit card,etc) those would pull under the split tender option.
The user then can generate the list of transactions and from there select a particular transaction and view it or print it. Transactions from terminated registers is also available, when criteria is set for those registers.
Access to this function at an enterprise level is limited by default to the System Administrator and Financial users only. Accounting, store managers, warehouse general managers as well as zone managers may view Inventory Balance report at Venues or Store assigned to them.
Articles in this section
- Creating Employees
- Creating Stores and Register
- Master Item
- Transaction Code Creation/Management
- Create Customers
- Create a Purchase Order
- Barcode Label Printing
- Store Orders