Accounting and fiscalization of sales, operational business control.
The report shows the system users the inventory balances within the trade points, suppliers, product groups, price levels, and series, i.e. Depending on the set parameters.
To reset all balances at the point of sale, it is necessary to create an “Inventory” document at the cashier’s workplace of this point of sale and specify the quantity that equals zero for all product positions.
This type of report shows non-zero balances, but to display, including zero balances, after setting a filter by suppliers, trade points, etc., activate Show zero balances, press the Create report button.
The money balance report shows the amounts of money balance at all or certain workplaces at the moment. Building a report is quite simple. Go to Reports – Balances – Cash balances, press the Trade objects button, select the required workplace from the list (all or several), then press the Create report button.
The constructed report will show data in terms of: point of sale code, point of sale name, workplace code and name, cash balance at the workplace, and currency denomination.
Information on the movement of goods at the point of sale can be viewed in this report. To build a report, go to Reports – Balances – Product movement, then select the report period, point of sale, products of interest, and press the Create report button. The report will show data in terms of movement time, quantity, balances after operations.
Information about the movement of money at the cashier’s workplace can be viewed in this report. To build a report, go to Reports – Balances – Money movement, then select the report period, the seller’s workplace (from the list), and press the Create report button. The report will show data within the movement time, amounts, balances after the operation.
This type of report is designed to inform the manager about the critical product balances at the points of sale. To build a report, select a period of time from the calendar, one or more points of sale, product groups or products for analysis, and in the line “Less (more) than: __ days of sales” specify how many days of sales to consider. Finally, press the Create report button.
The logic of constructing a report is as follows: an analysis of sales for the specified period of time is carried out, then, according to the specified number of days of sales, a table with products, the balances of which are in small quantities or absent, is displayed. After which the manager will be able to quickly determine the critical balances and make the most correct product orders.
After creating a report, you can download it in different formats: CSV, XLSX, PDF
PayKit – cash register, accounting, PRRO in the POS terminal. This is a mobile workplace of a cashier on a phone or tablet, which is not tied to a stationary point.
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