...
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 an Electronic Wallet without generating an invoice, you can check the completed 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 settled with 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
...
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 product
Product Category - Narrow down your search to all products of a Product Categories (-WIP-)
Main Product Category - Narrow down your search to all product 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 products
Ticket - Filter a specific POS-Ticket
Status - If you want to filter for all, non-deleted or deleted POS-Tickets
...
| Info |
|---|
In case you have a Seller selling products in multiple POS-Groups, you can narrow down your selection. 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. |
| Info |
|---|
If you choose a specific POS-Device, it will show you the Current Cash Position: |
...
| Info |
|---|
You may toggle a detailed overview by clicking on a POS-Ticket, showing the product sold: |
Virtual payment methods are shown with an italic font!
...
This includes both Cash & Virtual Payment methods.
← By pressing on this button, you can print the Chronological report in 2 different formats.
...
Preview Chronological - Without products
← Click on the Print- Button and choose “Without Products” to print this layout:
Preview Chronological - With products
← Click on the Print- Button and choose “With Products” to print this layout:
...
← Click on the Print- Button and choose “Without Products” to print this layout:
Preview Payment Type - Detail View - With products
...
This is the in-depth overview if you Group By - Product.
← Toggle it by clicking on this button.
...
This is the in-depth overview if you Group By - User.
← Toggle it by clicking on this button.
...
This is the in-depth overview if you Group By - Booking Reference.
← Toggle it by clicking on this button.
...