Reports
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.
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.
Sales report
The Sales Report page allows users to view and download detailed sales reports, categorized by shifts and their associated users
1. Select Report Type
Choose between two report types:
2. Select Filter Type:
Filter reports either:
By Specific Shift: Enter the shift ID to retrieve the data.
By Date Range: Specify a date period to generate the report.
Click on retrieve button to show the relevant data based on your selected filter.
Reports will be displayed, showing sales data categorized by shifts.
Minimal Statement: A summary of totals that can be printed. Detailed Totals Statement: Includes invoice details and can be printed for a more comprehensive report.
For each user in the shift, you can view and print:
User Reconciliation Report
This report provides detailed information for each user, including their shifts, dates, and the types of payments processed. ( Benefit , Cash or Credit card )
You can Filter By Shift or Date:
Click on expand button to view all shift for a specific user
Inventory Report
Generate a report that lists all the products that have a transaction on the stock.
Manage Columns:
Select the columns to be visible.
Filter & search
1. Search by: Specify the criteria for searching within the report, such as keywords or identifiers.
2. Tag: Select tags to filter data based on specific labels or classifications.
3. Parent Category: Choose the main category under which the data falls.
4. Sub-Category: select from the drop-down list the sub-category within the chosen parent category.
5. Location: Filter the report based on specific locations
6. Supplier: Select the supplier to filter data related to specific vendors, click on the “eye icon” to view supplier detail
7. Period: Set the date range for the report to include data within that time
8. Qty: Apply quantity filters to focus on specific amounts or ranges of items.
Click filter and export the inventory report in 2 formats.
print pdf or export excel.
