Point of Sale stands for:
...
(Screenshot currently only in German)
Invoice cancellation
...
Term | Explication | Note |
---|---|---|
Date from & to | The period for which you want to narrow down your search | |
Customer | For a specific customer | |
User | Logged in user | Searching for users is very helpful, should not use multiple users 1 account (who billed when/what...). |
Amount from & to | Limiting desired amounts | |
Payment method | Filtered according to certain payment types | |
Agent | Filter by invoices with set agent | The sales agent can be stored as a 'sales agent' or a 'customer' in an invoice. |
Item | Filter by a specific item | Only when grouping by-product or booking reference. |
Item category | Filter by a specific item category | Here all articles are shown which are assigned to this category. Only when grouping by-product or booking reference. |
Include Cash Book? | Filter by cash book entries or POS invoices | If, for example, you need to print a report, you can explicitly filter by which areas your entries are from. |
Representation | Filtering with or without representation | |
Representative | Filter by specific representatives on whose behalf you sell | Here you can search for an individual representative. |
Text search | Only when grouping by-product or booking reference. | |
Discount | Filter by discounted bills | Only when grouping by-product or booking reference. |
...