Manage POS Reports
You can set a report template to be used as default when printing receipts for POS transactions. You can customize these report templates in the Report Center of Connected Business.
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The table below shows the specific POS transactions where a report template can be set up for printing receipts.
| Field Name | Description |
| Sale | Select the default receipt used after completing each sale transaction. By default, sale transaction uses Sale Receipt. |
| Order | Select the default receipt used after completing each order transaction. By default, order transaction uses Order Receipt. |
|
Quote |
Select the default receipt used after completing each Quote transaction. By default, sale transaction uses Quote Receipt. |
| Return | Select the default receipt used after completing each return transaction. By default, sale transaction uses Return Receipt. You may also change Return Receipt used to a full return receipt or a credit memo receipt. |
| Credit Card | Select the default receipt used for transactions with credit card payments. By default, transactions with credit card payments use Credit Card Receipt. |
| Sale Payment | Select the default receipt used after completing each sale transaction with payments received. By default, sale transaction with payment uses Payment Receipt. |
| Auto-Print Receipt | If checked, the receipt will be automatically printed without the receipt preview. If unchecked. a print preview of the receipt will be displayed before printing. Refer to Print POS Receipt. |
| Ask to Print Receipt | Enabling this will display a dialog box asking the user if the receipt will be printed. Refer to Print POS Receipt. |
| Auto-email Receipt | Enabling this will automatically send a copy of the receipt to the customer using the provided email address in “new customer” setup form or in the IS customer module.Refer to Print POS Receipt. |
| Ask for email address | Enabling this will display a dialog box asking the user for an email address the receipt will be sent to. Refer to Print POS Receipt. |
| Use Single page on transaction receipts | Enables the system to print a single receipt on a single page for all purchased items or products. This does not apply to credit card payments where there be 3 separate receipts generated by the system, the first two are receipt copy of the customer and the merchant and the last one is the official receipt with all the items purchased. |
| X-Tape | The X-Tape report is used for viewing the current totals of incoming and outgoing cash/checks/credit card transactions for the day. You can customize the report from the Report Center of Connected Business. |
| Z-Tape | The Z-Tape report is used for viewing the total of incoming and outgoing cash/checks/credit card transactions in closed workstations.You can customize the report from the Report Center of Connected Business. |
To set a report template in printing receipts for POS transactions, simply click the corresponding transaction receipt menu (e.g. Sale Receipt for Sale, Order Receit for Order, etc.) The list of available report template for the POS transaction selected will be displayed. Select the preferred report template and click Select.
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After setting the report templates, click OK to apply the changes.