POS Transaction Report
Lists every POS receipt with its terminal, OR number, cashier, customer, total, discounts' ID details, promotion and void status.
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What it's for
Use it to look up a receipt, check voided sales, and review sales with statutory discounts or promotions. It has one line per receipt; for the products on each receipt use the Detail POS Sales Report.
A customer asks for a copy of a receipt from 3 May. The cashier filters OR Number 004821 and finds the sale on terminal 2 with Total Amount 1,245.50, sold by Liza.
Filters
Click Filters to narrow the report. You can filter by:
Branch, Trans. Date, Terminal No., OR Number, Transaction Number, Remarks, Voided, Void Date/Time, Customer Type, Customer, Walk-in Customer, Cashier, Created Date, Is Member, Member, Senior Number, Senior Name, PWD Number, PWD Name, Solo Parent Number, Solo Parent Name, PNST Number, PNST Name, POS Promo Name, EWT Name, Is Non Vat, Is Wholesale, POS Reference No., Customer Address, Customer TIN.
Columns
| Column | What it shows |
|---|---|
| Created For | The branch the transaction is for (whose stock or money it affects). |
| For Location | The branch location whose stock the transaction affects. |
| Transaction Date | The transaction's date. |
| Terminal No. | The POS terminal number. |
| OR Number | The official receipt number. |
| Transaction Number | The POS's own transaction number. |
| Cashier | The cashier who rang up the sale. |
| Customer Type | Walk-in or regular customer. |
| Customer | The customer. |
| Customer Address | The customer's address. |
| Customer TIN | The customer's tax identification number. |
| Total Amount | Total sales or transaction amount. |
| Remarks | The transaction's remarks. |
| Salesman | The salesman on the transaction. |
| Member | The POS member (loyalty card holder). |
| Senior Number | ID number of the senior citizen who got the discount. |
| Senior Name | Name of the senior citizen who got the discount. |
| PWD Number | ID number of the person with disability who got the discount. |
| PWD Name | Name of the person with disability who got the discount. |
| Solo Parent Number | ID number of the solo parent who got the discount. |
| Solo Parent Name | Name of the solo parent who got the discount. |
| PNST Number | ID number of the national athlete or coach who got the discount. |
| PNST Name | Name of the national athlete or coach who got the discount. |
| POS Promo Name | The POS promotion applied. |
| EWT Name | Expanded withholding tax applied. |
| Is Non Vat | Whether the sale was VAT-exempt. |
| Is Wholesale | Whether wholesale prices were used. |
| Voided | Whether the POS transaction was voided. |
| Void Date/Time | When the POS transaction was voided. |
| POS Reference No. | Reference number of the sale on the POS. |
For searching, express filters, sorting, column settings, exporting and printing, see About reports.