Point of Sale stands for:
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| Term | Explication | Note |
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| 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. |
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Please note that the search for certain fields can only be offered depending on the display option. Example: If you group by users, you cannot use the 'Search product' field. |
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At the height of the column ''Payment method'' you You have the possibility to change it afterwardthe payment method afterward via the button |
Monthly report
Path: POS → Reports → Monthly report
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Here you can see the invoices from the POS system, with a time axis (1st column) or product category (1st row) and the respective checksums.
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The payment types listed above, you can select in the illustrations (below) under the payment type. |
Via the 
and 
button button you can book inputs or outputs.
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This means: If you complete a ticket at the POS (= invoice with a consecutive number) with the selected payment method (cash), this will be credited or deducted from your cash balance - depending on the entry.
In addition to 
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The function 'Cash balance' is deposited in/on the amount (after clicking on the amount (e.g. from above 13,342.32€, the 'Cash balance' is concluded).
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The amount that you see next to the device name is the target cash balance. Total amount (last line in the table): Transactions from the cash book (amounts that you have deposited here - always with the type 'Cash'). |
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The amount thus consists of your entries in the cash book (also called manual cash register) and the tickets from the POS system, which you have deposited and paid/closed according to the POS configuration in the tab "Cash" tab.
The individual entries of the function 'Cash closure' "cash balance" are located in the lower area of the entrances and exits inputs or outputs in your cash book.
The result :
(see the red frame in the screenshot below)
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The cash book is also reflected in the daily ticket - lottery in the filter "Group by 'Payment type' + 'User'payment type" and "Group by user". In the filter '"Articles - the Main category' Category" the cash book is not shownreflected, because you do the cash book does not refer to any articles in the cash book.Since these do and does not have a POS ticket number, some fields are '"empty'". |
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The total amount of the cash book (in the table view) you see always refers to the visible area! So if you have 20 'transactions' posting rows in your cash book and you only have display 10 of them displayed, the total of these 10 transactions will be is displayed. See example: |
As you can see from in the figure screenshot below, there are 49 11 movements in the spot cashbox and the view setting is limited to 10. Therefore, the total only takes into account the 10 entries displayed.
In the following figure, you can see 49 again 11 movements in the cash register againdesk. Here, however, '5020' has been set for the display. Thus all All movements are calculated and displayed. 
Ticket Overview
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Customer Account Funding: This will be marked in case you were charging up a customer account.
POS Ticket Item
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Last Updated: The last time the ticket was updated (when it is created, deleted, edited, paid, etc.).
Cashier's Report
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The selected or displayed areas have been created according to the specifications of the BMFMinistry of Finance. In addition, however, you have the option of hiding certain additional areas (for more information, see "Printout of reports"). |
General Information
First, the general information about your report is displayed. As described above, the period is displayed.
Data entry log Overview
Here you see the opening balance (balance from the last cash settlement), the closing balance (balance from the current cash settlement), and all sales flow of category Cash (= all payment types for which you have defined category Cash).
Data acquisition protocol
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In addition, you can see the last cash balance and the current cash balance again:
Merchandise category report
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This consists of the articles invoiced at the POS (= the article categories are displayed here) and the movements from the cash book appended below.
Financial report
Here again, all turnovers are indicated to you, between last and current cash balance, grouped after cash/bar and payment methods.
Sales group report
Here again, all turnovers are indicated to you, between last and current cash balance, grouped after-tax rates + cash receipts and cash issues from the cash book.
Operator report
Here again, all turnovers are indicated to you, between last and current cash balance, grouped after the users.
Printout of reports
Finally,
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in the table listing (after selecting the POS group) you can also print 
these reports:
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The turnover group report is the only area which, according to the Federal Ministry of FinanceBMF, does not have to be included in a final cash balance report. If you nevertheless wish to do thisstill want the report, you only have to can select the report in the checkbox (see illustration screenshot below). |
In the appendixcash closing report, you can now also print add the daily ticket - in , you can also use the checkbox to select the desired display optionreports.
Frequently Asked Questions - FAQs
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- The ticket is processed simultaneously by 2 computers (or employees).
- The ticket is billed and closed at computer A.
- The ticket is still displayed on computer B since there is no automatic refresh.
- If you now try to delete the invoice, you will be notified:
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or deleted!
Why can't I see any more items at the checkout?
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