POS Reports

In the members module, Toolbox, Reports will list the following reports under POS Reports:

Free POS Transactions

Lists all COMP transactions that fall within the date range you specify.

POS Adjustment report

Lists all adjustment transactions that fall within the date range you specify. This report will list Drawer Adjustments, Petty Cash transactions, and Credit Card refunds from the POS system. Basically all transactions that fall under the OTHER button except for Refunds.

POS Credit Card Transaction report

Lists all Credit Card transactions that fall within the date range you specify.

POS Daily Receipts

Lists all transactions that fall within the date range you specify. Lists complete detail of every transaction, including item detail, member, cashier, date and time of transaction. Sorted in Receipt # order.

POS Daily Reconcile Report

This report will show how much money was taken into the club, and sort it by payment method. Short one page report.

POS Inventory Listing

This report is not working properly. The totals for each item add to the next item. Please use the POS Reorder report to track inventory.

POS Inventory Sold

This report shows all items purchased thru POS, within the date range you specify. This report is sorted by category, and lists the member names under which each transaction was made. If you ask for Summary Only, you will see total number of items purchased without the name of each person that purchased each item. You also have an option to select individual categories to appear on the report. Recommended use, run this report each week or month. Every member that was sold a membership thru POS should be here, and this should match the results of a contract filter on your member tab for the same date range.

POS Item List

This report will list all items in POS inventory.

POS Reorder Report

This report will list all items in POS inventory, the On Hand count, the Reorder amount, and the Vendor that you purchase the item from. This report should be used for tracking inventory. The Inventory Listing report does not work.

POS Summary / Detail Report

This report shows all POS income for the date range you specify. It consists of 8 reports represented by check marks on the option screen.

1.        Cashier Breakdown shows totals for each cashier.

2.        Category Breakdown shows the total money taken in for each category button you have.

3.        Credit Card Breakdown shows total amounts by credit card type.

4.        Category Summary lists each category, then shows each items total under that category.

5.        Category shows each category and then lists each cashier separately and their totals for the category.

6.        Cashier lists each cashier, and under that, shows how much money taken in by category.

7.        Category Detail shows the category, then item, then lists total amount by cashier for each item.

8.        Cashier Detail lists each cashier, and shows how much they sold for each item in each category.

POS Transaction report

Lists all transactions that fall within the date range you specify. Shows member name, cashier, in order of receipt number(as they occurred). Does not show complete detail of all items on each receipt, just totals.