POS Statement
Financial Statement
The point of sales financial statements are accessible for viewing and downloading through the following steps:
Select the report.
Z- Report: A detailed report that shows the sales, returns, payments received, currencies used, etc.. for all users. Hence, for all shifts that have been closed during the day.
Please notice that printing a z-report requires all the active shifts to be closed since it’s naturally, an end of the day report.
If the Selected report is Z Report:
The Z report is retrieved based on the filter:
Select the filter type.
There are different filters and they need different values to be entered, based on these values the system will filter the data and get the report.
For the Report of a specific shift, Enter the Shift ID.
For the Report of a specific day, select the date.
For the Report of a specific week, select the week.
For the Report of a specific month, select the month.
For the Report of a specific Date till today, select the date.
Then click on the retrieve button.
If you reprint the report, you must select the retrieval reason for printing, ensuring security.
Choose the report retrieval reason.
Then click on the print button.
If the Selected report is invoice details:
Select the report type.
Select the filter type.
There are different filters, and they need different values to be entered, based on these values the system will filter the data and get the report.
For the Report of a specific shift, Enter the Shift ID.
For the Report of a specific day, select the date.
For the Report of a specific week, select the week.
For the Report of a specific month, select the month.
For the Report of a specific Date till today, select the date.
Then click on the retrieve button.
The system will display the reports, click on the print report button.
History:
To view the history, click on the history button and the system will display the history.
Active Shifts
The user can view the active shifts and add new users to shifts, print x reports, print z reports, and end shifts.
At the top you can see The opening balance of this specific shift
Actions:
You can close user shift and print x report by clicking on “Close user shift”Comment
A confirmation message will appear:
X-Report: A detailed report that shows the sales, returns, payments received, currencies used, etc.. for a specific user after closing his shift
Z- Report: A detailed report that shows the sales, returns, payments received, currencies used, etc.. for all users. Hence, for all shifts that have been closed during the day.
Please notice that printing a z-report requires all the active shifts to be closed since it’s naturally, an end of the day report.
After that you can perform user funds reconciliation:
User Cash handover will show, Click on Save button to close user shift:
Add New Shift User:
Search User Id/Name, Select devices and set Opening Balance
Opening Balance: the amount of cash handed in at the beginning of each shift, and it can be set as a default in the POS policies, there’s no need to enter the amount each time.
Click on Start button to start the user shift
Status of this specific shift will show at the top of the page:
Once all the shifts are closed, status will be:
If the cashier is currently not working on the POS screen, the shift status will be:
Z Reports
This page shows all the Z reports.
Fetch the report based on the filter:
Select the filter type.
There are different filters and they need different values to be entered, based on these values the system will filter the data and get the report.
For the Report of a specific shift, Enter the Shift ID.
For the Report of a specific day, select the date.
For the Report of a specific week, select the week.
For the Report of a specific month, select the month.
For the Report of a specific Date till today, select the date.
Then click on the retrieve button.
To print the report, click on the print report.
Choose the report retrieval reason.
Then click on the print button.
History:
To view the history, click on the history button and the system will display the history.
X Reports
A detailed report that shows the sales, returns, payments received, currencies used, etc.. for a specific user after closing his shift
Fetch the report based on the filter:
Select the filter type.
There are different filters and they need different values to be entered, based on these values the system will filter the data and get the report.
For the Report of a specific shift, Enter the Shift ID.
For the Report of a specific day, select the date.
For the Report of a specific week, select the week.
For the Report of a specific month, select the month. For the Report of a specific Date till today, select the date.
Then click on the retrieve button.
History:
To view the history, click on the history button and the system will display the history.
Currency Denomination
View and Update Your Currency Denominations for Unmatched Efficiency!
This page allows users to view and update the currency denominations used in the Point-of-Sales (POS) system for efficiency in transactions.
Note: The currency denominations can be added to the new currencies that don’t have a denomination or the existing denominations can be edited by clicking on the edit button.
When it’s a new currency the system will ask confirmation message
Click on the Add button.
Enter the monetary value and select the unit.
Note: For the unit- Make sure that the label and the label, subunit are present in the currency.
