Title here
Summary here
Workflows For Sales Overview & Reporting
For experienced users who need a fast reference.
Quick Access
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Click Here For Workflow
- Press Review Sales function button
- Select date: Previous Day, Next Day, or Select Date
- Apply filters or search
- Use Shift Check or Shift Report as needed
- Print invoices/bills/kitchen dockets
Date Navigation
| Action | Method |
|---|---|
| Previous day | Press Previous Day button |
| Next day | Press Next Day button |
| Specific date | Press Select Date → Choose |
Find Sales
Apply Filters
Press Display filters:
- Receipt # or card digits
- Only My Sales
- Only this POS
- Only Open Sales
Search
- Type in search box
- Searches: Receipt number, card digits, customer info
Quick Actions
| Action | Steps |
|---|---|
| Print invoice/bill | Select transaction → Press Print Sale |
| Reprint kitchen | Select transaction → Press Reprint Kitchen |
| Change payment | Select → Press payment → Change Payment Method |
Shift Reports
Shift Check (X Read):
- View running totals
- Does NOT reset
Shift Report (Z Read):
- View totals
- Resets to 0 after
- Use at shift end
Quick Troubleshooting
| Issue | Solution |
|---|---|
| Sale not appearing | Check date, filters, sync |
| Report not printing | Check printer connection |
| Can’t change payment | Check if EFTPOS (can’t change) |
Key Notes
✅ Can review sales from other tills (if on mesh) ❌ Cannot recall finalized sales ✅ Can change payment (except EFTPOS)