POS REPORTS

POS Reporting

With recent POS upgrades and system enhancements, additional reporting options are now available.

Point of Sale Reports

Within the Reports menu, the Point of Sale section provides access to POS-related reporting tools. This section includes the following reports:

POS Login Events – Displays user login activity within the POS system.
POS Sales Events – Displays detailed sales activity processed through the POS system.

POS Cash Drawer Report

The POS Cash Drawer Report displays all cash activity associated with the POS system where the cash drawer is utilized. This includes cash transactions as well as any adjustments made to the drawer within a selected time period.

The report provides a detailed breakdown of each entry, including:

Date of the transaction
Account name or transaction note
User who performed the transaction
Terminal used
Invoice number or transaction type (e.g., add or remove)
Transaction amount

This report is used to reconcile cash drawer activity and verify all cash movement during the reporting period.

The POS Login Events Report provides a detailed log of user activity within a selected time period. It displays which users logged into the POS system, the terminal they used, and the corresponding login times.

This report is useful for tracking system access and can help identify responsibility in the event of a cash drawer discrepancy or audit requirement.

Available filters include:

Date range selection
Specific user filtering
Terminal-specific filtering

Using the Edit pencil you can select the date range, the user, and terminal.

POS Sale Events Report

The POS Sale Events Report tracks and records all transactions within a selected time period. It provides a detailed breakdown of each sale, including the account associated with the transaction, the user who processed the sale, and the terminal used.

Each record includes:

Account that made the transaction
User who completed the sale
Terminal used for the transaction
Assigned invoice number
Indicator of whether the cash drawer was used
Total amount of the transaction

Use the edit pencil in the top right to select date range, user or terminal

INVENTORY STOCK LEVELS

The Inventory Stock Reorder Report displays items currently below their configured reorder level. It allows management to quickly identify low-stock products and reorder inventory as needed.

Each record includes:

Item name
Current stock level
Configured reorder level
Do Not Restock status (if applicable)

INVENTORY STOCK REORDER

The Inventory Stock Reorder Report displays items currently below their configured reorder level.

It allows management to easily identify low-stock products and reorder inventory as needed.

INVENTORY STOCK OUT

The Inventory Stock Out Report displays all inventory items that currently have zero quantity on hand. It allows users to quickly identify and verify which products are out of stock.

Each record includes:

Item name
Item description
Current quantity (zero)

POS STOCK HISTORY SUMMARY

The POS Stock History Summary Report provides a summarized view of inventory activity, including sales, returns, restocks, destocks, and adjustments. The report is grouped and totaled by item for easy review.

Each data item can be selected to load a detailed report view for that specific item. This expanded view displays all activity related to the item based on the selected parameter, showing what occurred, when it occurred, and which users were involved in each action.

Each record includes:

Sales activity
Return activity
Restock activity
Destock activity
Inventory adjustments
User responsible for each action
Date and time of each transaction

This report is date-driven and can be adjusted to display different time periods by selecting the edit (pencil) icon and modifying the date range.

POS STOCK HISTORY DETAIL

The POS Stock History Detail Report displays a detailed view of inventory history, showing all changes in stock over time.

This report is sequential history view, beginning at the start of the selected date range and progressing chronologically to the end date. It can be customized to display specific date ranges, as well as filtered to show only certain types of actions such as sales, returns, restocks, destocks, or inventory adjustments. Each line in the report includes:

Date of the transaction
Item
Reason or invoice number
Action performed
User who completed the action
Positive or negative inventory change
Updated inventory total after the action

To filter by action type, select the pencil icon, choose the action types you want included in the report, and click Done.