Overview: The main function of the POS Record screen is to easily monitor the sales reported by the cash register system, and to use this information to automatically de-stock the raw materials used according to sales.
Start from: The Easilys menu.
Track and manage historical cash register reconciliations
From the main menu, select Sales > POS Record.
Select a specific day OR a specific period in the calendar.
Use the following filters to specify your query:
Recipe: displays only selected destocked recipes.
Recipe category: displays only destocked recipes in selected recipe categories.
Mode / Type of sale: displays only receipts and/or products destocked according to a certain sales mode/type.Note:these two elements are configurable. See below.
Services: displays only revenues/products destocked on selected services.
Supplements: displays only destocked recipes with supplements.
Select the label of the destocked item to display details of the destocking, as well as all destockings of the selected product over the chosen date range.
Select the 3 dots next to the destocking line, then go to See details to display the details of the checkout.
Set sales and/or offer mode or type
Select Configuration.
Select Sales type, Sales mode or Offer type.
A new side window appears.
Select + next to the search bar, to add an item.
Select the trash can next to an item's line to delete it.
Select the pen next to the line of an element to modify it.
Select the Validate button to save your changes.
The gear icon allows you to arrange, pin and/or hide the columns you're interested in.
Note: an alert will be visible on products sold and not removed from stock, requiring action on your part. See the article Manage alerts on checkout lines.