How to work with receipts report

To view detailed history of each receipt and control their amount for the certain period, you can use sales reports in Poster.

For example, to check receipts with the negative profit for the last month. Typically, these are receipts closed with 100% discount or paid with bonuses.

To view receipts report:

  1. Go to Reports → Receipts in the management console.

  2. Click on the calendar in the upper right corner and set the reporting period.

  3. Select a shift from the drop-down list to sort receipts out by cash shifts.

  4. Select a waiter to view sales history of each employee.

  5. Select a location if you have combined several venues of one chain into one account.

  6. Select a payment method: cash, by card, by certificate, by bonuses or without payment.

  7. Select a status to view opened, closed, deleted or fiscal receipts.

  8. Check the receipt number, opening and closing time, waiters name, receipt amount, discount, profit and receipt status.

  9. Click on in the upper right corner to select which columns to display in receipts report. For example, table and floor area, customer and customer groups, guest count, sum, promotions, admin password and comments.

  10. Check totals by payment methods, taxes and net revenue at the bottom of the table for the selected period.

  11.  Click Details ▼ at the bottom of the table to view gross and net revenue, taxes, food cost and gross profits.

💡 Click Export to download an Excel spreadsheet with receipts report or Print to print it out.

💡 Use the quick search to view all receipts with a particular dish or drink. For example, write “Apple pie” in the Quick search box.

💡 If you use fiscalization, there are a color indicator for each receipt. It helps you to quickly find a closed order in the archive:

gray indicates a receipt that does not contain fiscal goods;

yellow means that fiscal receipt was refunded on the fiscal printer;

red shows unprinted receipt with fiscal goods;

green color indicator points out on printed fiscal receipt.

💡 View receipt details to check products and ingredients quantity, their cost and storage they was written off from. To do this, in Reports → Receipts click on Details in a receipt and select Waste.

If your location is open until the last customer leaves or closes after midnight, set up shift end time.



Read more:

How to change payment method in the closed receipt

How to take account of receipts, closed after midnight

How to view receipts with applied promotions

— How to control sales in Poster Boss application from your smartphone

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