POS End of Day
- 29 Mar 2023
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POS End of Day
- Updated on 29 Mar 2023
- 1 Minute to read
- Print
- DarkLight
- PDF
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The End of Day report is the only report that will list all sales and refunds placed directly through the POS. This means that orders or refunds placed through the website, admin panel, will not be included in this report.
The POS End of Day report is designed to help you close your tasting room registers at the end of the day and aid in reconciling your POS for your accounting team. It is similar to the Daily Activity Report but includes different information that you can use to keep track of your winery's performance.
Running your Report
1. Go to Reports > Financial > POS End of Day.
2. Adjust the date you'd like to run the report.
3. Click Export to queue your report for download. It will be emailed to you when ready. You can also Save As or click Actions > Schedule to schedule your report to generate regularly.
Columns in this Report
| Winery | The name of your winery. |
|---|---|
| Date | The date that the data corresponds to. |
| Sales by Department | The sales are completed by department, including department code, total inventory sold, and total sales. |
| Sales Overview | The sales overview breakdown includes gross sales, refunds, discounts, shipping, handling, deposit, taxes, customs taxes, order total, tip, and total after information. |
| Sales by Tender Type | Total sales by each tender type associated with your POS. |
| Sales by Contacts | The contact status, order count, total after tip, and average sales across your orders. |
| Sales by Associate | The sales associate, order count, total after tip, and average sales across your orders. |
| Sales by State | The state code and ship order count are associated with your orders. |
| Quarantined Orders | The state code and ship order count are associated with your ship orders. |
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