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Point of Sale Reports
Point of Sale (PoS) is a digital system that enables businesses to complete sales transactions efficiently and accurately. It typically combines hardware—such as a register, barcode scanner, or card reader—with software that records sales, processes payments, and manages inventory. Modern POS systems such as QuickEasy BOS go beyond simple transactions by offering features like real-time reporting, customer management, and integration with accounting tools.
The PoS module is QuickEasy BOS provides for multiple tills and users.
Buttons Explained
| Button | Description |
|---|---|
| View | Displays a list of Point-of-Sale entries. |
| View > Arrow | Displays a list of filters (Today, This Month, Pending, Active, Pending & Active). Reset Data Filter: Resets the data filters. |
| Output | Exports the display in .csv, lxlsx, or .htm format. |
| Menu | Show Notes Views – Default: Displays a summary of the tills. – Users: Displays a summary of users who clocked in and out. Settings – Edit User Access – Edit Setup – Edit Statuses (Timekeeping) Layout |
Filters Explained
| Filter | Description |
|---|---|
| Set | Provides a dropdown list of date options including No Date to display all the records. |
| Arrows | Adjusts the date in the direction of the arrow. |
| Date … To | Allows custom dates. |
| Till | A dropdown list of all Point-of-Sale Tills for selection. |
| User (Users View only) | A dropdown list of users for selection. |
| Status Group Checkboxes (Default View only) | Only entries with statuses that fall within the checked Status Groups are displayed. If none of the statuses are checked, all the entries are displayed. |
Fields Explained: Default View
| Field | Description |
|---|---|
| Field Chooser (*) | Allows columns to be added or removed. |
| Status | The status of the till session. |
| Session No. | The system-generated number allocated to the till session. |
| Till | The name of the Till. |
| Status Note | Any note typed on the status bar of the till sesssion. |
| Date | The date of the till session. |
| Opened Time | The time that the till session was opened. |
| Opened By | The user who opened the till session. |
| Closed Time | The time that the till session was closed. |
| Closed By | The user who closed the till session. |
| Sales | The sales recorded for the session. |
| Variance (Opened) | The cash difference when the till session was opened. |
| Variance (Closed) | The cash difference when the till session was closed. |
| Widget | A submenu with the following options: – Edit: Allows the point-of-sale session to be edited or deleted (if the status is pending or changed back to pending). |
Fields Explained: Users View
| Field | Description |
|---|---|
| Field Chooser (*) | Allows columns to be added or removed. |
| ID | The system-generated number allocated to the entry |
| Session No. | The system-generated number allocated to the session. |
| Till | The name of the Till. |
| User | The user who clocked in. |
| Clock In | The date the user clocked in. |
| @ | The time that the user clocked in. |
| Clock Out | The date the user clocked out. |
| @ | The time that the user clocked out. |
| Hrs (C) | The duration that the user was clocked in. A user is clocked in when they open a till session. A user is clocked out when they close a till session. |
| Hrs (S) | The duration that the user was signed in. A user is signed in when they capture a transaction. A user is signed out when they stop capturing transactions. |
| Sales | The sales recorded for the session. |
Learn More
- Point of Sale Setup Interface: Explains the point-of-sale setup interface.
- Point of Sale Setup Tutorials: These tutorials explain how to setup the point-of-sale system.
- Using Point of Sale Interface: Explains the point-of-sale interface.
- Using Point of Sale Tutorials: These tutorials explain how to use the point-of-sale interface.
