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Know your Back Office Transaction Report
| Objective | This report aims to generate the Transaction Report which consists transaction details. This report only includes sales, no voided transactions. |
|---|---|
| User Access |
Store Admin = can access own transactions only Brand = no access Enterprise = can access all locations' transactions Super Admin = can access all accounts' transactions |
| Filter Fields and Buttons |
Manager
Store Admin
Brand
Enterprise
Super Admin
|
| Page Buttons | [Download Excel] - xls and xlsx format |
| Date Filter Limit | None |
Values
| View Table Column | Description |
|---|---|
| Bill No | System-generated Bill Number of the transaction (billed) |
| OR No | System-generated Sales Invoice Number of the transaction (paid) |
| Location | Location Name |
| Status | Whether the transaction is Pending (Not yet billed), Billed or Paid |
| Service Type | Service Type (Dine in, Take Out, etc.) |
| Service Channel | Service Channel if it's under Delivery Service Type (Grab, Foodpanda, etc.) |
| Short Order ID | The Grab or Foodpanda Order ID in order to map with Aggregator Reports |
| Payment Type | Payment method used for settlement |
| Guest Count | Encoded Pax or Guest count |
| Tax | All applied tax including VAT |
| Sub Total | Net Sales |
| Total | Net Sales plus VAT and Charges |
| Gross Sales | Sales including VAT and all deductions such as Discounts, VAT Adjustments, Service Charge and Other Charges |
| Date | POS Date when the transaction was placed |
| Action |
View = will also show the Items Will also show the Items, Modifiers, Quantity, Discount and Price per item |
Future Enhancements
|
|
Description | Target Deployment Date |
|---|---|---|
| Daily Sales Revenue - Only show the Payment Modes applicable to the client |
Currently, it shows all clients' payment modes |
|
| Daily Sales Revenue - Implement "All Locations" filter to show sales of all locations under the account |
Currently, there's an "All Locations" option but not working |
|
| Daily Sales Revenue - Show Buyer Information | https://mosaic-solutions.atlassian.net/browse/PRD-188 |
|