Sales Print Point of Sale Edit Report window

SalesCS > Sales > Point of Sale Tasks > Sales Print Point of Sale Edit Report window

We strongly recommend that when you finish entering transactions, you print and check the Edit Report carefully. Errors are easily corrected if they are caught before you post. Once a transaction is posted, however, the only way to correct an error is to post an offsetting entry.

Report Type

Select the level of detail you want to include in the Edit report.

• Detailed (default): for each transaction, the Detailed report shows the date, time, customer information, receipt number, transaction number, and register. For each line item, it includes the item purchased, quantity, discount, unit price, and extended price. The report also shows, for both header and detail, the sales department, salesperson, sales tax, and Terms codes. The detail total, sales tax, and transaction totals are also included for each transaction, along with report totals for each.

• Condensed: the Condensed report is similar to the Detailed report, except it does not include the line item information for each transaction. Only the header information for each transaction is displayed, along with totals.

• Summary: the Summary report shows register totals only—no individual transaction information is included.

• X-Report - Detailed: this report shows a detailed report of the register activity and totals prior to closing out the register of daily totals. For each transaction, the report shows the date, time, item purchased, quantity, unit price, and extended price. The report also shows the register totals for sales tax and transaction totals for each type of transaction. This report will also provide information on each of the payment types and refunds or paid out transactions that were entered for the selected register.

• X-Report - Summary: the Summary X-Report shows register totals only and no individual transaction information is included. This report shows only totals prior to closing out the register of daily totals.

Sort

Select the sort type from the Sort drop-down list. Select Register to print all the transactions in the first register before moving on to the next register. Select Transaction to print the first transaction from each register then the second and so forth.

If you selected an X-Report option as the report type, the Sort field will be disabled.

Start and End Ranges: Date, Time, POS Register Code, Transaction Number, Receipt Number, and Customer Number

Enter the starting and ending values for the range of transactions to include in the Edit Report. You can include a single item by entering the same value in both boxes. After you choose a Register Code, Lookups are available for these fields. If you don’t choose a Register Code, you must type in the values you want to include.

If you chose an X-Report option as the report type, the Receipt Number, Customer Number, and Transaction Number ranges will be disabled. The enabled fields will function as filters for the report.

Include Transaction Types

Use this group of check boxes to specify the type(s) of transactions to include in the report. The default is that all the check boxes are selected, meaning all the transaction types will be included in the report.

Sales

Select this check box to include regular sales transactions in the report.

Layaways

Select this check box to include Layaway transactions in the report.

Holds

If you want to include transactions that have been placed on Hold, select this check box.

Voids

If you want to include voided transactions, select this check box.

Print PO Edit Report

Select this check box if you want to print a purchase order Edit Report after the Point of Sale Edit Report. The report will show the purchase orders that will be created.

Print account impact summary

This check box is only available if Point of Sale is integrated to General Ledger. Select this check box if you want to print the GL Account Impact Summary Report after the Edit Report. The impact report shows you how unposted transactions will affect your ledger accounts after you post. The report only takes into account the transactions in this batch.

Use a custom report

This check box is only available if you defined a custom report for this window in Controller. Select this check box if you want to run a custom report instead of the default report. The drop-down is enabled after you select the check box and you can choose the custom report you want to run.