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Overview
Under “Day Reporting”, you can keep track of all transactions from each POS-Group defined in your GolfSuite.
You have the option to show an overview of all transactions and for each POS-Group.
Group By
You have the option to choose between:
Chronological
Payment Type
Product
User
Booking Reference
Choosing a specific “Group By”-Option impacts how you can narrow down your selection and the overall user-interface shown to you.
By utilizing the different options, you are able to narrow down your selection precisely how you want it.
Filter By
Depending on your selection, the overview will change.
The following sections serve as a quick referral as to which options you can use to narrow down your “Daily Reporting”.
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Chronological, Payment Type & User
If you choose to Group by either one of these entries, it will show you the following interface:
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By default, the Date From / To data range is today. |
You have the option to Filter by:
Date From / To - Narrow down your selection to the specified timeframe
Customer - Define a customer
Agent - Search for an agent (e.g. someone who refers customers to your Golf Club)
User - Search for transactions completed by a specified User
Include Cash Book - Export with one of the following options →
Register - Only shows what happened in the Cash Book (-WIP-)
All POS-Tickets - Shows exclusively all POS-Tickets, excluding the Cash Book
POS: Direct Customer Funding (Without Invoice) - If you charge electronic wallet without generating an invoice, you can check these transactions with this option
POS: Tickets for Deposits: Shows tickets defined for deposit-payment(s)Amount From / To - Define a price range
Payment Method - Filter for POS-Tickets paid by a specific payment type
Without Accounts Receivable - Only show POS-Tickets paid with “Cash Payment Methods” (e.g. Cash, Credit Card, Electronic Wallet), excluding virtual Payment Methods (Invoice, Transfer, Deposit, etc.)
Ticket - Filter a specific POS-Ticket
Status - If you want to filter for all, non-deleted or deleted POS-Tickets
Product & Booking Reference
Date From / To - Narrow down your selection to the specified timeframe
Customer - Define a customer
Agent - Search for an agent (e.g. someone who refers customers to your Golf Club)
Product - Narrow down your selection to a single article
Product Category - Narrow down your search to all articles of a Product Categories (-WIP-)
Main Product Category - Narrow down your search to all article of a Main Product Categories (-WIP-)
User - Search for transactions completed by a specified User
Include Cash Book - Export with one of the following options →
Register - Only shows what happened in the Cash Book (-WIP-)
All POS-Tickets - Shows exclusively all POS-Tickets, excluding the Cash Book
POS: Direct Customer Funding (Without Invoice) - If you charge electronic wallet without generating an invoice, you can check these transactions with this option
POS: Tickets for Deposits: Shows tickets defined for deposit-payment(s)On behalf - Search for POS-Tickets with the following status:
All - Show all POS-Tickets
On behalf of - All POS-Tickets sold on behalf of another Seller
In own name - All POS-Tickets sold directly by the Seller defined for this POS-GroupAmount From / To - Define a price range
Without Accounts Receivable - Only show POS-Tickets paid with “Cash Payment Methods” (e.g. Cash, Credit Card, Electronic Wallet), excluding virtual Payment Methods (Invoice, Transfer, Deposit, etc.)
Text Search - Search for a specific set of characters (e.g. all 9H Greenfees sold)
Discounted - Enables the search exclusively for discounted POS-Tickets
Discount Name - The name of the Discount you want to search for from https://nexxchange.atlassian.net/wiki/spaces/GSE/pages/2899902478/General+Settings#Discounts
Transaction Type - Goods input to show all refunds/input, Goods Output to show all outgoing articles
Ticket - Filter a specific POS-Ticket
Status - If you want to filter for all, non-deleted or deleted POS-Tickets
The Report
Different reports show different parameters.
There will be examples and visual aids to highlight the differences.
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In case you have a Seller which is used in multiple POS-Groups, if something is sold during the specified timeframe, you can click the different POS-Groups to switch between them. If multiple devices are set up, you can click on “Overview” to show all transactions for this POS-Group. Click on a Device to only show transaction from this device (e.g. the Seller is the same, but explicitly sell Greenfees/Rentals on Device 1 solely, anything else on Device 2). Your current selection is shown bold. |
If you choose a specific POS-Device, it will show you the Current Cash Position:
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For demonstration purposes and to keep the explanation(s) brief and simple, the following reports will only be shown in a short timeframe with only one POS-Group and its completed transactions.
Chronological Report
It shows you:
Date - The date when this transaction occurred
Status - A green Tick if it was completed successfully
Ticket / (Description) - The ticket-number + description, visible in the POS as well while editing the ticket
Customer - The customer chosen, the invoice for this transaction will be generated and found for this user
User - The logged-in User which completed this transaction via the POS
Payment Method - Which payment method was used
Amount - The Gross Amount after applied taxes and the discount (if defined)
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You may toggle it by clicking on a POS-Ticket: |
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Virtual payment methods are shown in italic! |
The article is shown with the following data:
Product - The name of the product
Quantity - Quantity in (full) numbers
Currency - The abbreviation of the used Currency
Net - The Net value
Discount - If a discount was defined, this will reflect the distinct amount
Disc. Net - The total net price when a discount was defined
Vat - The amount of Vat
Gross - The Gross amount
A Total Sum is shown at the bottom.
This includes both Cash & Virtual Payment methods.
Without products
With products
