Transaction Summary

Documentation Table of Contents

The transaction summary screen provides the ability to view the summary of transactions in multiple formats. You can select summary information by date, shift, store, station, employee or card. And you can display this information by transaction, sales and margin, ledger accounts, tenders, taxes and deposits, or discounts. You can view the information in summary or in detail. Enter your selection criteria and choose the display method. Follow by clicking on "Refresh" at the bottom of the window.

Data Selection

Enter the data that will be used to select the summary information.

• Date Range

  Select the date range to view.

• From

  Enter the starting date for a date range.

• To

  Enter the ending date for a date range.

• Shift No

  Enter the shift number to view. If left blank all shifts will be displayed.

• Station

  Select a work station or point-of-sale device to view. If left blank data for all stations will be displayed.

• Employee

  Select only transactions created by a specific employee to view. If left blank data for all employees will be displayed.

• Card

  Enter the card id to view. If left blank data for all cards will be displayed.

• Store

  Select a store to view. If left blank data for all stores will be displayed.

Transactions

Click on the transactions tab to view summary information by transaction. If desired you can view the summary information by transaction type and can even drill down and view the specific transactions.

Sales

Click on the sales tab to view summary information for sales and margin by department, sub-department or by item.

Accounts

Click on the accounts tab to view summary information for ledger accounts. If desired, you can view summary information by specific ledger account and can even drill down and view the specific transactions.

Tenders

Click on the tenders tab to view summary information by tender type. If desired, you can view summary information for a specific tender and can even drill down and view the specific transactions.

Receivables

Click on the receivables tab to view summary information by receivables type. If desired, you can view summary information for a specific receivable type and can even drill down and view the specific transactions.

Safe

Click on the safe tab to view summary information for the tender contents of the safe.

Taxes and Deposits

Click on the taxes and deposits tab to view summary information for taxes and deposits. If desired, you can view summary information for a specific tax and can even drill down and view the specific transactions.

Discounts

Click on the discounts tab to view summary information for discounts. If desired, you can view summary information for a specific discount and can even drill down and view the specific transactions.

Refresh

Clicking on refresh will refresh the data on the screen.

Print

Select this function to print the find screen to the printer.