One place for the questions asked at the end of a day: who sold what, which sales point took what, how the money came in, and what was handed over. Every report uses the same rule the Z report uses, so a cashier's row here matches their Z report.
Before you start
- You need the Sales reports right (
SALES_REPORTS). The POS Shifts tile also needs you to be an administrator. - Pick the period at the top of each report. The Daily Sales Summary takes one day.
- Include room billing is off by default on hotel workspaces, so nightly room charges do not swamp the till figures. Tick it to see everything.
The reports
- Daily Sales Summary — one page for a day. Tiles for gross sales, cash, credit and cash handed over; views for Sales point × tender, By cashier, Hand-overs (each closed shift with its counted cash, float kept, cash handed over and whether the remittance was confirmed) and Overrides & voids.
- Sales by Cashier — per cashier: sales, gross, tax, service charge, paid at the till, charged to accounts or rooms, refunds and net. Switch to By sales rep to see the same figures by the rep credited on the sale.
- Sales by Sales Point — per selling department, and By till (shifts) underneath.
- Sales by Item — quantity and value per item with category, sales point and cashier. Drag a column header into the group panel to total by it. By category totals each category. Tick By sales rep instead of cashier to attribute items to the rep.
- Revenue Collection — tenders by payment method for each cashier and each sales point.
- POS Shifts & Z Reports — every shift, with its Z report, items sold and hand-over slip.
Steps
- Open Sales → Sales Reports and pick a tile.
- Set the period (or the day) and any toggles.
- Use the search box or group by a column, then Print or export to Excel / CSV.
Tips
- Gross is the invoice total including tax and service charge. Paid at till is every tender taken on those sales. Charged to accounts / rooms is what is still owed on credit sales, which never belongs in a cash drawer.
- Refunds carry no sales point, so they appear on cashier and till rows only.
Common problems
- A cashier's row does not match their Z report → check the period. The Z report counts from the shift's open time to its close; a day report counts the calendar day.
- Nothing shows for a sales rep → the sales carried no sales rep. The rep is set on the sale (or on the checkout) and feeds Commission Run.
- Hand-overs show "Submitted" all day → the receiver has not confirmed them in Accounting → Cash Remittance.