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To run these reports we first need to open the Day Book Report window.
Print Day Book Report | |
|---|---|
| 1 | In the main menu go to => POS / Print Day Book Report. (Alt, P, D) |
| 2 | The Day Book Report window will appear |
| 3 | If in a multi-store environment, then select the appropriate branch you want to get information on.  |
It is from this window we run various daily reports.
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This report shows sales by tender type. Shows what each till has taken in a given timeframe. It provides a list of what the transactions taken in POS so you can compare with the bank settlement for card payments.
To print this report:
Open the Day Book Report window. (Alt, P, D) |
Check the Print Day Book Report box is ticked. |
Select the options you want to appear in the report. |
Press F9 to generate the report  |
Sample Day Book Report |
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If Show Tender Details was selected, a listing of all Transaction for each Tender Type is printed. This is handy if you have a balancing query where someone may have tendered a Sale with the incorrect Tender Type.
Sample Day Book Report – Show Tender Details |
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Print Bank Deposit Listing | |
|---|---|
| 1 | Open the Day Book Report window. (Alt, P, D) |
| 2 | Check the Print Bank Deposit Listing box is ticked. |
| 3 | Enter amounts into Notes Counted and Coins Counted fields. or Press Load Note/Coins if you want to load individual denominations and press F9 once all money is entered. (see Load Coins/Notes Window below) |
| 4 | Press F9 to generate the report  |
| 5 |  |
Sample Bank Deposit Listing Report |
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Exception
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Reports
The Exception Reports section has 6 report options from the drop down menu. There are three options displayed below.
Exception Reports | |
|---|---|
| 1 | Open the Day Book Report window. (Alt, P, D) POS, Print Day Book Report  |
| 2 | Check the Print Exception Report box is ticked.  |
| 3 | Select All Prices Manually Changed from the drop down. |
| 4 | Select Staff or Department code if required. |
| 5 | Press F9 to generate the report  To gain a report of all prices that have been manually changed with POS (by pressing F4 or F5), run the Exception Report with the Report Type set as “All Prices Manually Changed”. |
Sample Exception Report |
Please note that this report does not show price changes from discount matrices setup on particular debtors. |
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Exception Report - Below GP Percent
Exception Report - Below GP Percent | |
|---|---|
| 1 | Open the Day Book Report window. (Alt, P, D) POS, Print Day Book Report |
| 2 | Check the Exception Report Options box is ticked. |
| 3 | Select Below GP Percent from the drop down. |
| 4 | Enter amount into Show GP% Lower than. You can also enter Staff or Department code if required. |
| 5 | Press F9 to generate the report  |
Sample Below GP Percent Report |
This report should be run each day to see if you are selling items below cost |
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Exception Report - Negative Qty Invoice and Credit Lines Report
Negative Qty Invoice and Credit Lines Report | |
|---|---|
| 1 | Open the Day Book Report window. (Alt, P, D) |
| 2 | Check the Exception Report Options box is ticked. |
| 3 | Select Negative Qty Invoice and Credit Lines from the drop down. |
| 4 | Enter Staff or Department code if required. |
| 5 | Press F9 to generate the report  |
Sample Negative Quantities Report |
This report should be run each day to see if you are selling items below cost |
Exception Report - Discount Reason Codes
Exception Report - Discount Reason Codes | |
|---|---|
| 1 | Open the Day Book Report window. (Alt, P, D) POS, Print Day Book Report |
| 2 | Check the Exception Report Options box is ticked. |
| 3 | Select Discount Reason Codes from the drop down. |
| 4 | You can also enter Staff or Department code if required. |
| 5 | Press F9 to generate the report  |
Sample Discount Reason Codes |
 This report should be run each day to see how are change discounts |
New Product Added Report
New Product Added Report | |
|---|---|
| 1 | Open the Day Book Report window. (Alt, P, D) |
| 2 | Check the Print New Product Report box is ticked. |
| 3 | Enter Staff or Department code if required. |
| 4 | Press F9 to generate the report  |
| 5 |  |
Debtor Balance Report | |
|---|---|
| 1 | Open the Day Book Report window. (Alt, P, D) |
| 2 | Check the Print Debtor Balance Report box is ticked. |
| 3 | Enter Summary only or Show All Details from the drop down menu. |
| 4 | Press F9 to generate the report  |
Sample Debtor Activity Report |
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The Sales Options section has 6 reports. The steps and sample reports are listed below.
Generate a Sales Report | |
|---|---|
| 1 | Open the Day Book Report window. (Alt, P, D) |
| 2 | Put a tick in the report you wish to generate. Sample reports types are: |
| 3 | Select MTD and YTD |
| 4 | Press F9 to generate the report  |
Transaction Type Sales Report |
This report shows the transaction type. It shows sales spilt up in to cash, account, lay-bye etc.
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Department Sales Report |
This report shows sales by individual departments.  |
Hourly Sales Report |
This report shows the sales made every hour. It can help you identify your busiest or quietest trading hours are.  |
Customer Traffic Report |
This report shows the number of customer sales made on that day.  |
Average Weekly Sales Report |
This report shows average customer spend in a week. |
Station Sales Report |
This report shows the number of sale made on particular till. 
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