Revision (POS Function)

“Revision” allows a  manager to give their regular cashiers’ access to their own management functions.  To use the function at the POS you must first create the “Revision” button function. To learn more about doing so please refer to our Create POS Buttons / Button Configuration manual page. At the pos, Once a manager has … Read More

Difference Check

Checks for errors in cashier balances and allows for manually completing missing balance statements. For more on reviewing balance statements, please refer to Balance Statement. To view the Difference Check report, navigate to your Evaluations tab. If you don’t see it there, you must Edit Menu Entries. This report may be filtered by Organizational Unit, Point … Read More

Periods to Compare

Compares profits between two different time periods in an organizational unit.  This can be useful when analyzing situations such as last year’s holiday sales compared to this year’s, for example. This report can be located under the Evaluations tab. If you cannot locate it there, you must Edit Menu Entries. You may filter this report … Read More

Payment Method Differences

The Payment Method Differences feature lists all POS balance reports for all payment methods during a specified time frame. This is used when you are trying to audit overages or shortages as compared to expected values for a certain period of time and is based on data from balancing. For more information, please refer to … Read More

Organization Trend

Compares profit margins from one year to another, breaks down monthly profits/sales/expenses, and gives a total accumulation for the year.  To view your organizational trend report, navigate to the Evaluations tab. If you can not locate it there, you must Edit Menu Entries. This report may be filtered by Category and Tags. Your category options … Read More

Movement Report

This report gives a quick overview of product utilization, cost, and profits.   Navigate to Evaluations > Movement Report. If you cannot locate this report there, you must Edit Menu Entries. This report may be filtered by Organizational Unit, Commodity Group, Supplier, Date, Tags, and Assortment Products. Once you have made the desired selections, click Update … Read More

Sales Price Report

The Sales Price Report will show you a list of price information broken down by Commodity Groups or Products. It will only list products that have sold within the time range specified in the report. For help setting prices on products, you can review our Product Creation manual page. The sales price report can be … Read More

Product Performance

The Product Performance report can be helpful for viewing accumulated revenue for a specific product. You will get a visual representation of costs, profits, and discounts. To view your Product Performance report, please navigate to your evaluations tab. If you do not see your report there you will need to edit menu entries, please refer … Read More

Dialect/Language

This page will help you set up locations where different languages need to be presented on the POS or on Receipt texts. You must create a Dialect/Language as the first step before the other options become available. Creating the Language To set up the different languages, you will need to attach the language to a … Read More