Sales - Real Time Sales - CAS
- Former user (Deleted)
- Kristy Sherman
- support
Overview
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.
Details
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.
Note: The coupons field displays transaction level coupons only. Item level coupons are reported on the coupon report.
Access
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.
