This section describes in greater detail the reports that contain information generated in the Berlin POS.
X-Report & Z-Report
X-Reports and Z-Reports show a summary of transactions. The difference between the two is that the X-Report can be generated from the POS, and shows the day’s activity for that register. The Z-Report shows activity for multiple days and/or multiple registers, depending on selection criteria.
The report can be sent to the printer by clicking the Print button at the top. Note that by default, an X-Report will generate when the day is closed for a given register.
Note that leaving a field blank will disregard that criteria when generating the report. For example, if I generate the report as the settings are listed above, the report will show me all transactions from all registers in all locations between 10/1 and 10/31. From that point, clicking Z Report at the bottom of the screen with pop the report up on screen.
All Possible Changes To X and Z Reports 2015
This article will enumerate all possible changes that can be made to the content and formatting of X and Z Reports in ERPLY.
- Under Settings/Configuration, in the POS column, “Do not show cash drawer openings (cash-in transactions with a sum of 0) in the Z Report”. Putting a check in this box will omit “No Sales”, or drawer openings with a zero sum, from the X and Z Reports.
- Note that in regards to Time Zones, the time shown on the X-Report will be the time set on the individual register. The time shown on the Z-Report will be in the time zone of the ERPLY account (i.e., the main location of the business)
- Under the gear icon, Configuration. Checking “Get short X report” will omit the Invoices List from the X-Report
- “Get X-Report only for last shift”. Checking this box will only generate an X-Report automatically on the last shift of the day.
Invoices and Payment Report
The invoices and payment report will show you all the receipts you have issued through the POS and all returns made. You can run the report for a selected period, customer, location, store group, sales associate and customer account manager.