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Receipts and Reports
In the Receipts and Reports area you review all issued receipts, generate sales reports, and track employee working hours. It is divided into three sections:
Receipts & Orders
The first option leads to the screen with all receipts and orders:
Receipts & Orders
On the right above the table is a legend: the type of receipt and the color that represents it in the table:
Receipt and order statuses
There are two types of receipts: OUTGOING (displayed first) and INCOMING. You switch between them by selecting one of the two options:
Tabs for incoming and outgoing receipts
Selecting the INCOMING option displays:
Incoming receipts and orders
A receipt shown in red indicates that it is either canceled or refunded.
Clicking the three dots in the corner of the receipt window presents two options:
Options for the displayed receipt
The A4 format option displays the receipt in A4 format, while the Save as PDF option saves the receipt to your device as a PDF.
Receipt search and filters
For a basic search, use the Search field — type a keyword to search for a receipt. For an advanced search, click the funnel icon in the upper-right corner of the receipts table:
Funnel icon
A section with search fields opens:
Filters for advanced search
The advanced search works by one or more parameters at once:
- Staff
- Buyer
- Tax Identification Number (TIN)
- Cash register
- Receipt type
- Payment method (Paid by)
- Start and End date of receipt issuance
Import receipt
Clicking the IMPORT button, above the table on the right, opens the window for importing receipts:
Receipt import window
Export receipts
Clicking the EXPORT button next to the IMPORT button, in the upper-right corner above the table, downloads an Excel file with all the receipts to your computer.
Add Incoming Order
You add incoming orders by clicking the ADD INCOMING ORDER button, to the right above the table, next to the import and export buttons. The application takes you to the following page:
Add incoming order page
Fill in the details in the form:
Completed form for adding incoming receipts
After clicking the SAVE button, the incoming invoice is saved.
Then, below the form, clicking the + icon opens the window for adding the order's main items:
Form for adding main items to the order
Once the second part of the form is completed, clicking SAVE saves the incoming order in the system and displays it in the receipts table under the INCOMING option.
Options for Incoming Order Management
Clicking the three dots at the end of an incoming order's row opens its management options:
Options for managing the incoming order
Edit Incoming Order
The Edit option takes you to the screen for editing an incoming order:
Incoming order edit screen
Here you edit the document information, add new items, and delete existing main items of the order.
Delete Incoming Order
You delete an order item by clicking the three dots in the item's row and selecting the Delete option. A confirmation window appears:
Confirmation window for deleting an order item
Sales Reports
The second section is Sales Reports:
Sales Reports
You pick the report type from the dropdown menu. The procedure is the same for every type: select the type and the parameters (period, register, buyer…), click PRINT to generate the report, then click PRINT again to start printing on the selected printer.
Current Balance Report
The first option in the Report Type dropdown is the Current Balance Report:
Current Balance Report
The Current Balance Report refers to today's working period. You can select multiple registers for the report. The generated report:
Printing the Current Balance Report
Daily Report
The Daily Report is generated for yesterday or by date. For a specific date, click the BY DATE segment:
Printing the Daily Report
A field for the start date opens — for the daily report this is a single date, the one you are extracting the report for. Click the field, pick the date, and generate the report.
Periodic Report
The Periodic Report can be generated for today, yesterday, or by date. For a period, click the "by date" segment:
Selecting dates for the Periodic Report
In the example, the report covers the period from October 17th until October 24th.
Shift Report
For the Shift Report, choose the register whose shift is open:
Shift Report
The generated report:
Printing the Shift Report
Total Sales
Total sales for the selected period:
Total Sales
Sales by Buyer
Sales made by the selected buyer in the selected period:
Sales by Buyer
Sales by Staff Member
Sales made by employees in the selected period:
Sales by Staff Member
Sales by Inventory Item
Sales by selected inventory items in the selected period:
Sales by Inventory Item
Multiple items can be selected for the report.
Sales by Inventory Item Category
Sales by all inventory item categories in the selected period:
Sales by Inventory Item Category
Sales by Inventory Item Type
Sales by a certain inventory item type in the selected period:
Sales by Inventory Item Type
Sales and Taxes Summary by Inventory Item Type
Total sales and taxes by a specific type of inventory item:
Sales and Taxes Summary by Inventory Item Type
Sales by Sector
Sales of items by sector in the selected period:
Sales by Sector
Ingredients Sales
Sales of ingredients in the selected period:
Ingredients Sales
Stock
The current stock state of the items:
Stock
The generated report:
Printing the Stock Report
Sales at the Bar
Daily sales for a selected period in the hospitality sector:
Sales at the Bar
The generated report:
Printing the Sales at the Bar Report
Working Hours
The Working Hours page displays how many hours employees have worked during a selected time period:
Working Hours
The Working Hours report is generated for one of three periods:
- the last week
- the last month
- a specific date range
In the example, the working hours are generated by date:
Selecting Dates for Working Hours
Pick the date and click the GENERATE button — a report opens showing how much time each employee has spent working with the application:
Employees' Working Hours