There are many different reports available to setup.
You may have your own Sales Docket designed with your letterhead etc – please contact PCSchool to have this designed for you – only download the following if you do not have a customised report.
Step 1 Download the reports
Step 2 Setup reports
Step 3 Sales Docket setup
Step 4 Invoice Reports setup
Step 5 Invoice by Customer setup
Step 6 Shift Reports setup
Step 1 Download POS Reports and setup reports
Step 2 See link for how to download and setup reports
Step 3 Sales Docket (if you have your own sales docket – do not set this report up)
Path: Sales → Product Sales
Print the report as follows:
- The Sales Docket report prints automatically when completing a sale in the Sale View. Once selections are made in this tab and saved they will be set as the default.
- You can select to have the Sales Docket print to window, directly to the printer or email.
- You can select to have multiple copies print (one for the customer, one for your records).
Select the Output Destination for the individual sale has been enabled:
Example of Report:
Step 4 Invoice Reports (if you have your own invoice report do not set this report up)
Path: Sales → Invoice Reports
Print the report as follows:
- Select the Shop Code you wish to print an Invoice for.
- Select the Invoice Number, Customer Code, Date range or Invoice Status of the invoice/s you would like to print.
- Select Print to print the report.
Example of Report:
Step 5 Invoice – Sales by Customer
Path: Sales → Invoice Reports
Invoice Summary Report
Step 6 Shift Reports (or total monies received for that Shift)
Path: Sales > Shift Reports
Print the report as follows:
- Select the Shop Code you wish to print a Shift Report for
- Enter the shift number you would like to print
- Select the Payment Type or leave as ALL to print all payment types
- Select Print to print the report
Example of Report:
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