To access the Sales and Receipt Report:

• From the Menu Bar
• Select Reports > Point of Sale > Sales and Receipt Report.

To set the parameters for the report:

• In the store field, select the Store for which you want to run the report.
• In the Registers From/To fields, select the range of registers within the selected store you want to run the report for.
  • If you only want to run the report for one register, select that register in both the From and To fields.
• In the Date From/To fields, choose the dates you want to report on.
  • Either key the dates in, or click on the down arrow to access the mini calendar
  • If you want to report on one day only, key in the same date in both the From and To fields.
• In the Select Report field, either choose Summary Report or Detail Report.
  • This depends on whether or not you want to see the report broken down by accounting category, or if you just want to see the totals.

To Run the Report:

• Click on Report at the bottom of the Sales and Receipt window.
• This calls up the Report Viewer, from where you can submit the report for processing.
  • If you want to back out of the Sales and Receipt window without running the report
  • Click on the Close button at the bottom of the window

The Sales and Receipt Report provides you with a breakdown of accounting categories sold during a specified time frame, on specified registers, within a specified store.

The report is broken into two major sections

Sales Summary: lists quantity sold, retail dollar amount sold, discount dollar amount taken at POS, net dollar amount (retail dollar amount minus discount dollar amount), cost dollar amount, profit dollar amount, and margin %.

Tax Summary:  contains various pieces of tax information, including tax-exempt information.

Receipts Summary comes at the end of the report

The Sales and Receipt Report is a great way for you to view, in black and white, what accounting categories are selling in your store, in what quantities, and how much profit is being generated.

You are in control of the parameters that determine how the report will be run and what it will report on.

You can run the report as a detailed report, in which all accounting categories sold at the POS during the specified time frame will be listed; or you can run it as a summary, in which only the total sales summary and total tax summary and receipt summary will print.

Accounting categories can be broken down within the wider POS Sales Summary Groups that you set up in the Accounting Category parameter;

POS Sales Summary Groups are meant to further segregate the printed detailed report

You can create Groups such as Books, Non-Books, Fees and Services, etc