Point of Sale Reports User Guide

Transcription

1 Point of Sale Reports User Guide Page 1 of 22

2 Table of Contents Introduction... 3 How to save a new reports to the Server... 3 How to set up POS Reports... 4 Sales Docket... 4 Invoice Reports... 6 Invoice Sales by Customer... 7 Invoice Summary Report... 8 Shift Reports (or total monies received for that Shift)... 9 Barcode Printing Barcode Queue Barcode Printing Payment of Goods Purchased on Account Stock Reports Stocktake Count Report Stock Summary Price & Stock Level Stock Sales Summary Re -ordering Stock Stock Sales Transaction Listing Stock Transaction Summary Stock History Stock Variation Page 2 of 22

3 Introduction This guide gives an overview of the standard reports currently available in the Point of Sale Module. As the Point of Sale is currently in Release Candidate mode we invite schools to let us know if any other reports are required. If the report is one that would be of value to all our PoS users we will add this to our PoS standard reports and make it available to everyone. If the report is specific to the school there may be a charge involved in creating the report. You can download a copy of the most recent Point of Sale reports from the following links: NonSQL Schools: SQL Schools: Any new reports created for use in PCSchool must first be copied into the PCSchool\Reports folder (or Reports\SQL folder) and then be set up in the program under Utilities Report Alias Settings. How to save a new reports to the Server Any new reports created for use in PCSchool must first be copied into the PCSchool\Reports folder on the server. Schools with a Non SQL Database save to PCSchool\Reports folder. Schools with an SQL Database save to PCSchool\Reports\SQL folder. Page 3 of 22

4 How to set up POS Reports Different reports can be set up in PCSchool as follows: Path: Utilities Report Alias Settings Set up the reports as follows: 1. Select Clear All to clear the view. 2. Report Name: type in the file name as below 3. Module: select - Point of Sale from the drop down box 4. Used in copy what is below. 5. Desc: - type in as below 6. SAVE There are many different reports available to setup as follows an example of the report you may have your own Sales Docket designed with your letterhead etc please contact PCSchool to have this designed for you.: Sales Docket (if you have your own sales docket do not set this report up) Path: Sales Product Sales Print the report as follows: Page 4 of 22

5 1. 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. 2. You can select to have the Sales Docket print to window, directly to the printer or 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: Page 5 of 22

6 Invoice Reports (if you have your own invoice report do not set this report up) Path: Sales Invoice Reports Print the report as follows: 1. Select the Shop Code you wish to print an Invoice for. 2. Select the Invoice Number, Customer Code, Date range or Invoice Status of the invoice/s you would like to print. 3. Select Print to print the report. Example of Report: Page 6 of 22

7 Invoice Sales by Customer Path: Sales Invoice Reports Page 7 of 22

8 Invoice Summary Report Page 8 of 22

9 Shift Reports (or total monies received for that Shift) Path: Sales Shift Reports Print the report as follows: 7. Select the Shop Code you wish to print a Shift Report for. 8. Enter the shift number you would like to print. 9. Select the Payment Type or leave as ALL to print all payment types. 10. Select Print to print the report. Example of Report: Page 9 of 22

10 Barcode Printing There are two different ways to print barcodes: 1. Barcode Queue used when you create a consignment stock the item will automatically be added to the Barcode Queue, however you can also manually select other stock items and enter in the required quantity to printing Path: Stock Barcode Queue Add stock to the Barcode Queue as follows: 1. Consignment stock will automatically be added to the queue when created. 2. To add other stock find the stock item in the Stock Barcode Lookup. 3. Enter the number of barcodes you want to print for that stock item in the Qty column. 4. Close the Barcode Queue view using the X at the top right corner. 5. Open the Stock Barcode Printing view. To set up the report: Page 10 of 22

11 . Note: This will print items in Barcode Queue only Path: Stock Barcode Printing - used when you have entries in Barcode Queue 1. Select the Shop Code you wish to print a Barcodes for. 2. You can select to print barcodes for items that have been sent to the Barcode Queue within a certain date range. Report Style barcode Labels 3. Select Print to print the report. New reports July 2015 which you can set up to print from Barcode Printing or Stock Reports Will print - Barcode& Description of product and price underneath Page 11 of 22

12 e.g. of report This can be launched from Barcode Report Launch or Stock Reports just change Usedin - and select Barcode Report Launch or POS Stock reports. Desc: You can change this to what make sense to you. Will print - Barcode& Description of product e.g. of report This can be launched from Barcode Report Launch or Stock Reports just change Usedin - and select Barcode Report Launch or POS Stock reports. Desc: You can change this to what make sense to you. Page 12 of 22

13 2. Barcode Printing used when you want to print one of each label note printed from Stock Reports Path: Stock Stock Reports 1. Select the Shop Code you wish to print a Barcodes for. 2. You can select to print barcodes for items that have been sent to the Barcode Queue within a certain date range. Report Style barcode Labels 3. Select Print to print the report. Print the report as follows: Also see above new reports July 2015 as these can be entered under Barcode report or Stock reports Page 13 of 22

14 Payment of Goods Purchased on Account Customers who have purchased goods on account can make part or full settlement of their account through the Sales Receipt Entry view. Path: Sales Receipt Entry OR Debtors Receipt Entry 1. Customers who purchase goods on account will have invoices with an outstanding balance. 2. In a new or existing receipt batch select to create a New Receipt. Leave the Famkey Blank and enter in a description in the From Whom and Purpose of Payment fields. 3. In the Tender tab enter the amount to be paid and the tender (cash, cheque, credit card etc). 4. Move to the POS tab. 5. Using the customer lookup prompt select the customer paying their account. 6. Outstanding invoices for the customer will automatically appear showing the invoice number, date, invoice total, previously paid amounts and the balance owing. Enter the amount to be paid against the outstanding invoices, or select Auto Apply to 7. automatically apply the payment to the oldest invoices. Select New Receipt to complete the transaction. Page 14 of 22

15 Stock Reports Stocktake Count Report Page 15 of 22

16 Stock Summary Price & Stock Level Page 16 of 22

17 Stock Sales Summary Page 17 of 22

18 Re -ordering Stock Page 18 of 22

19 Stock Sales Transaction Listing Page 19 of 22

20 Stock Transaction Summary Page 20 of 22

21 Stock History Page 21 of 22

22 Stock Variation Page 22 of 22