About Retail Reports

You print retail reports in the (T) Order Entry Selectors screen.

The (T) screen uses the Report Writer format, which offers you the greatest power and flexibility. Using this format, your reports can include any piece of point-of-sale information. The (T) screen lets you customize a report temporarily for a one-time report, or save the changes for future use. Once these reports are set up, you can request the report with only three or four keystrokes.

The following are a list of reports available and the information they include:

Note: You must print the following reports before you enter ending drawer totals in the P.O.S. Order Entry screen or before performing day-end procedures. When you perform these functions, the information in the P-TENDER file is flushed to the JO-TENDER file. These reports are not cataloged. Therefore, you must manually catalog these selectors before you can print them or the first time.

P.O.S. Detail Report includes the invoice number, invoice date, invoice time, tender amount, change back, cash tender amount, check tender amount, credit card tender amount, other tender amounts, total amount tendered, check number, credit card number, description, driver's license number.
P.O.S. Tender Report shows the total tender amounts for each transaction. The report lists invoice number and is sorted by the logical name of the terminal within location. This report includes the order taker number, invoice number, invoice date, invoice time, cash tender amount, check tender amount, credit card tender amount, other tender amount, change back, account number, and description.
P.O.S. Tendered Totals Report shows the sales activity for the day. The report lists the invoice number and is sorted by the logical name of the terminal within location. However, since received-on-accounts and payouts do not have invoice numbers, they will print at the beginning of the report for that terminal. This report includes the order taker number, invoice number, invoice date, authorization code, tender code, check number, credit card number, total amount tendered, change back, cash tender amount, check tender amount, credit card tender amount, other amounts tendered, starting drawer totals.
P.O.S. Payout Report shows any negative dollar amount, such as payouts, refunds, or returns, and can be used to account for any discrepancies in your cash drawer. This report lists the payout amounts for each tender code and sorts them by terminal within location. It includes the terminal ID, order taker number, invoice number, invoice date, invoice time, number, name, description, tender code, authorization code, and amount.
P.O.S. Customer Barcode Label lets you create bar codes using the customer's account number. You can use these to give customers their own bar coded ID card, similar to those used by video stores. At checkout, clerks can automatically retrieve the customer's information by simply scanning the card.