Title here
Summary here
Sales Overview & Reporting
What you’ll learn
After reading this guide, you’ll be able to:
- ✅ Review previous sales to monitor performance, print invoices, and manage refunds
- ✅ Run shift checks and shift reports to track totals and balance your cash drawer
- ✅ Apply filters and search past sales to quickly find transactions
What you’ll need
- Manager or clerk access to the till
- Keyboard function buttons added for Review Sales, Shift Check, and Shift Report
- Receipt printer set up and connected
- 5–10 minutes to review and reconcile sales
Understanding Sales Overview & Reporting
The Review Sales function lets you look at previous sales on the current till. You can:
- Print invoices and bills
- Reprint kitchen order dockets
- Recall held sales
- Refund or reverse transactions
- Change payment methods
📖 What this means: “Held sales” are transactions started but not finalised. “Finalised” means payment is complete.
How the Review Sales window is structured
Finding Previous Sales
You can find sales from this till or any connected till in the last 2 weeks, as long as the local database is intact.
- Use Previous Day, Next Day, or Select Date to navigate.
- Sales list shows: time, table number, tab/customer name, clerk, total, and status.
- Selecting a sale shows details and enables function buttons.
Applying Filters
- Press Display filters to show available filters
- Sales update automatically based on filter changes
Sales display only if they match all active filters.
| Filter | What it does |
|---|---|
| Receipt # / Last 3 digits of card | Search by receipt, card digits, or customer info |
| Only My Sales | Shows sales processed by the logged-in clerk |
| Only this POS | Shows sales from current till only (default) |
| Only Open Sales | Shows non-finalised sales (HELD, SAVED, IN PROGRESS) |
💡 Tip: Use text search to find partial card numbers or customer details quickly.
⚠️ Important: “Only Open Sales” helps find sales blocking your shift check.
Shift Reports and End-of-Shift Actions
Shift checks and shift reports help you track sales totals and reconcile cash at the end of shifts.
- Shift Check (X Read): View running totals without resetting
- Shift Report (Z Read): Print totals, perform cash count, and reset for next shift
💡 For complete shift report and cash reconciliation instructions, see the next article below.
Common Questions
Can I review sales from another till?
Yes — connected tills in the same location via device mesh, provided the database has the sales.
Can I recall a finalised sale?
No — only held, in progress, or cancelled sales can be recalled.
Can I change a payment method after printing?
Yes — but not for integrated eftpos. Use the Change Payment Method button for eligible sales.
💡 Tip: Always check the sale status before attempting to recall or adjust payment.
Next Steps
- Use Review Sales daily to catch errors early
- Apply filters for quick lookup of sales
- For end-of-shift procedures, see Article 2 below
Summary
✅ Quickly review and manage past sales, invoices, and refunds
✅ Apply filters and searches to find sales efficiently
✅ Print invoices, bills, and kitchen dockets as needed
✅ Ensure function buttons and receipt printers are correctly set up
✅ Verify local database sync before relying on review sales