Reports
Branch-wide financial reports live under the main Reports menu (not only inside POS). POS still has day/shift style reports for cashiers.
Common reports
Section titled “Common reports”| Report | What it answers |
|---|---|
| Sales / payments | Gross sales, tenders, paid vs due on credit |
| Expenses summary | Spend by category/period (voids excluded; refunds net out) |
| Profit & loss | Gross profit − net expenses ≈ operating profit |
| Purchase & sell | Combined sell activity with purchase cost side |
Credit sales in reports
Section titled “Credit sales in reports”Completed credit sales count as gross sales immediately. Total paid / due are collection figures — payment-mix (cash drawer) can disagree with gross sales by unpaid credit. Customer amount due explains AR.
Approved returns reduce figures; pending returns do not.
Permissions
Section titled “Permissions”If a report is missing, your role likely lacks reports permissions — ask an admin.