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POS - Report User Guide

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1. Overview​

This document provides a comprehensive guide for using the POS Report system. It includes step-by-step instructions for generating reports such as daily income, item sales, posting journal, and custom reports. Users can access the POS Report via a web browser and navigate to different types of reports to monitor operational and financial data.

2. Daily Income Report​

This report summarizes daily revenue for a selected date.

To perform the task:

  1. Select the date range (From Date to Date)
  2. Click "View" to preview the report

Pic1

Note: The report provides a snapshot of daily POS income across all outlets.

3. Item Sales Report Daily by Item​

Displays sales figures by individual item for a selected day.

To perform the task:

  1. Select Posted Date
  2. Select Outlet
  3. Select Shift (e.g., lunch, dinner)
  4. Select Group and Subgroup
  5. Select Waiter and Cashier
  6. Select Order Type and Revenue Type
  7. Choose sorting option: Code, Name, Quantity, Total Sales, Total Discount, Gross Sales
  8. Choose Ascending or Descending
  9. Choose Layout: by Item or by Group
  10. Click "View" to preview report

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Note: Useful for analyzing item-level performance and sales trends.

4. Posting Journal Report​

Shows detailed journal entries of POS transactions.

To perform the task:

  1. Select Posted Date
  2. Select Outlet
  3. Choose to sort by Check Bill or WB No.
  4. Click "View" to preview the report

Pic3

Note: This report helps in transaction tracking and financial audit.

5. Cancel Check Report​

Summarizes all checks that have been cancelled.

To perform the task:

  1. Select Posted Date
  2. Select Outlet
  3. Select Shift, Group, Subgroup, and Cashier
  4. Choose sorting option: Code, Name, Quantity, Total Sales
  5. Choose Ascending or Descending
  6. Select Layout: Summary or Detail
  7. Click "View" to preview the report

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Note: Monitor cancellation trends and control staff behavior.

6. F&B Revenue Report​

Provides daily, monthly, or yearly revenue data specific to food and beverage sales.

To perform the task:

  1. Select report frequency (Daily, Monthly, Yearly)
  2. Input date/month/year as required
  3. Select Outlet, Shift, Cashier, Terminal, and Revenue Type
  4. Click "View" to preview the report

Pic5

Note: Useful for evaluating revenue contributions from F&B operations.

7. Void Check Report​

Summarizes all voided transactions within a selected period.

To perform the task:

  1. Choose report frequency: Daily, Monthly, or Yearly
  2. Select Date/Month/Year
  3. Select Outlet, Shift, Cashier, and Revenue Type
  4. Click "View" to generate the report

Pic6

Note: Essential for internal audit and fraud prevention tracking.