{"id":23856,"date":"2024-06-12T13:27:19","date_gmt":"2024-06-12T11:27:19","guid":{"rendered":"https:\/\/docs.prim.io\/modules\/sales\/pos-sales-retail-sales\/pos-report\/"},"modified":"2024-06-12T13:27:24","modified_gmt":"2024-06-12T11:27:24","slug":"pos-report","status":"publish","type":"page","link":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/sales\/pos-sales-retail-sales\/pos-report\/","title":{"rendered":"POS report"},"content":{"rendered":"\n

On this interface you get information about POS and you can filter the result by different criteria. The screen is divided into several parts: Header<\/strong> (1), Filter<\/strong> (2), Summary<\/strong> (3), Sales<\/strong> (4), Payments<\/strong> (5), Financial<\/strong> Documents<\/strong> (6) and Merchants<\/strong> (7). <\/p>\n\n

\"\"<\/figure>\n\n

In the Filter <\/strong>(2) you select the period of interest of the POS you want to get information about. By default, the system will only give you information for a specific date. If you want to see About period, you need to tick the appropriate checkbox. <\/p>\n\n

Under Filter <\/strong>(2) you see a section with General information<\/strong> (3) about the POS.<\/p>\n\n

In the Sales <\/strong> section (4) you can see information about the POS sales. The information is summarised in a table with the following columns:<\/p>\n\n
Column<\/td>Description<\/td><\/tr>
Number<\/td>Number of sale<\/td><\/tr>
Date<\/td>Date of sale<\/td><\/tr>
Client<\/td>Customer associated with the sale<\/td><\/tr>
Merchant<\/td>The trader who made the sale<\/td><\/tr>
Financial document<\/td>The financial document<\/td><\/tr>
Payment method<\/td>Bank, Cash, etc.<\/td><\/tr>
Currency <\/td>Currency of sale<\/td><\/tr>
Sum<\/td>Amount of sale<\/td><\/tr>
Paid<\/td>What part of the amount has already been paid<\/td><\/tr><\/tbody><\/table>\n\n

In the Payments <\/strong> section (5) you can see information about the POS payments. The information is summarised in a table with the following columns: <\/p>\n\n
Column <\/td> Description <\/td><\/tr>
Number <\/td> Payment number<\/td><\/tr>
Date <\/td> Date of payment <\/td><\/tr>
Client <\/td> Customer associated with payment <\/td><\/tr>
Merchant <\/td> The trader who made the payment <\/td><\/tr>
Payment method <\/td> Bank, Cash, etc. <\/td><\/tr>
By sales<\/td>The sale number associated with the payment<\/td><\/tr>
Currency <\/td> Currency of payment <\/td><\/tr>
Sum of period<\/td>Payment made in the period<\/td><\/tr>
Out-of-period amount<\/td> Payment made outside the period <\/td><\/tr>
Total<\/td>The entire payment<\/td><\/tr><\/tbody><\/table>\n\n

Similarly, in the Financial documents<\/strong>(5) section you see information about the financial documents of the POS. The information is summarised in a table with the following columns: <\/p>\n\n
Column <\/td> Description <\/td><\/tr>
Number <\/td>Same as above<\/td><\/tr>
Date <\/td> Same as above <\/td><\/tr>
Client <\/td> Same as above <\/td><\/tr>
Merchant <\/td> Same as above <\/td><\/tr>
Document type<\/td>Type of financial document<\/td><\/tr>
For Sale<\/td>Sales associated with the document<\/td><\/tr>
Currency <\/td> Same as above <\/td><\/tr>
Sum of period <\/td> Same as above <\/td><\/tr>
Out-of-period amount <\/td> Same as above <\/td><\/tr>
Total <\/td> Same as above <\/td><\/tr><\/tbody><\/table>\n\n

On the right, the Traders <\/strong> section (7) shows you information about individual traders. Shows percentage of transactions and amount.<\/p>\n\n

<\/p>\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

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