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Once you have set up your POS store, invited users and listed products for sale, you are ready to make your first sales. This article will take you through the basics of using DEAR POS - accessing a store, opening and closing the register, making sales, viewing reports and more. You can also download the DEAR POS mobile application to your device from the Apple Store or Google Play store to access all of these functions from your smartphone or tablet. 



Once you have mastered the basics, you may be interested in adding these extra features to your POS store:

  • Set up Quick Keys: Within your register, you are able to add buttons called Quick Keys which enable you to quickly put through sales of your most popular products.
  • Set up a Loyalty program: Let your customers earn currency to spend in your store every time they make a purchase. The aim of a loyalty program is to increase customer retention and provide you with valuable information about your customer base.
  • Barcode features:
    • Advanced barcodes: By default, DEAR POS is configured to use Product-based barcodes. DEAR POS can also handle advanced barcodes with embedded data, which are ideal for stores that sell products based on weight or price, e.g. butcher shops, delicatessens, and fruit stands.
    • Additional/multiple barcodes: You may need to use additional or multiple barcodes for a product. This is not natively supported in DEAR, however, the additional attributes feature can be used to implement multiple scannable barcodes in POS. 
  • Selling in DEAR POS: Discover more DEAR POS sales features such as generating sales quotes, click and collect services, product and order discounts, and adding optional information to the sale. 


NOTE: Sales can be made from a tablet or smartphone using the DEAR - POS (Point of Sale) app. The DEAR - WMS (Warehouse Management Solution) app allows efficient picking and packing using your device and supported barcode scanner. Both apps can be used on the same device; choose Open WMS (in POS) or Open POS (WMS) to conveniently change between the two apps on the same device.


Prerequisites


Table of Contents:


Access the POS store

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Log in to the POS store from any device at https://pos.dearsystems.com. You can also download the DEAR POS mobile application to your device from the Apple Store or Google Play store. 


You will need your POS store name, which can be found from the POS integration page:


Users that have been invited to your POS store will receive an email with the default password set from the Setup tab so they can log in. They will then be prompted to change the password. 


If you are the administrator who set up the POS store, you can log in using your DEAR login email and password. 


Set a security PIN

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You can enable a security PIN for your DEAR POS account to enable faster logging in to the POS store. 


The setting Enable PIN must be enabled in the DEAR POS store integration settings. 

  1. When logged in to DEAR POS, go to Menu → Session → Set PIN code.
  2. Enter a 4 digit pin and click Save to set your pin. 
  3. Click Remove to remove the security pin from the logged in user.


When DEAR POS is locked, a user must enter a valid user access PIN to log in to their account. Logging out or ending the session will lock DEAR POS, and the user must enter the PIN on order to log in again. 


Lock POS application when idle

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Many merchants require the POS to be locked after a certain time period to prevent unauthorised use of the POS application. DEAR POS can be set to be locked out after a certain amount of idle time has passed. 


From the DEAR web portal, navigate to Integrations → DEAR POS → [select store] → Setup. Under Security Settings, slide the Enable Auto lock to active. This will allow you to configure the Auto Lock After setting and set how much idle time is required before the POS application is locked. 


If the Enable PIN setting is active, the lock screen will prompt the user to enter their security PIN. If Enable PIN is not active, the user will need to login again with their email and password. 



Opening and closing a register

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Open and close a register shift each business day to maintain accurate reporting and make it easy to balance the cash drawer at the end of the day. Opening or closing a register will generate an opening/closing report, which can be saved as a PDF or printed. 


Open a register

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One of the first steps in using DEAR POS app is to open a register shift. The register shift must be open before cashiers can run transactions. Each register can have one register shift open at a time, but multiple shifts can be opened each day.


When accessing a closed register, the user will be prompted to count the cash drawer contents and enter the opening float.  There is an optional comments field where any irregularities can be noted.  


Click Open Register to continue to the sales screen and print the opening float statement. 


Close a register

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After the register shift is closed, cashiers cannot run transactions until the register is opened again. When the user is done for the shift, navigate to Menu → Sell → Cash Management to close the register. 


Count up the till amounts and enter to the totals against the day's sales and. Optionally, add a Register Closure Note. Click Close Register to finish and confirm to finish.


You can go to  Menu → Reports → Register Closure to view details of all register closures for an outlet and print  the Register Closure Report


View cash balance and add/remove cash from a register

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To view the cash balance available in a store's account, log on to DEAR POS, then go to Sell → Cash Management.


On the Cash Management page, you can see the store's current cash balance, which is the sum of any cash you initially put inside the store account plus proceeds from any sales made within the store. From the same page, you can add cash to or remove cash from the balance.


Cash can be added or removed from an open register using the Cash Management feature of the DEAR POS app. 

  1. In the DEAR POS app, navigate to Menu → Sell → Cash Management.
  2. Click Add Cash or Remove Cash to open a pop up window. You will be able to enter Cash In/Out and Petty Cash In/Out
  3. Select a reason from the dropdown field (reasons for adding or removing cash can be added during POS setup, e.g. removing excess to safe) or enter a custom reason.
  4. Click Done to complete the cash management action.


Sales

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This section will explain the basic sales functions of DEAR POS so you can start making, returning, and exchanging sales.


When you are comfortable with the basics, see Selling in DEAR POS to discover more DEAR POS sales features. This includes as generating sales quotes, click and collect services, product and order discounts, and adding optional information to the sale. 


Make a sale

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DEAR POS allows sales to be carried out from any device with a web browser. You will need to attach a barcode scanner in order to the device in order to scan items, alternatively you can search items manually and enter them. 

  1. Go to Menu → Sell → Register to display the sales register. 
  2. Add products to a sale (Search for the product via DEAR POS or scan the product using a barcode scanner)
  3. Once you have added a product/s to the sale, they will appear on the right-hand side of the screen in the shopping cart.
  4. On the shopping cart list to the right, the following actions are available:
    • Remove a product from the shopping cart by clicking the delete item to the right of the line. 
    • Click the Quantity field to edit the item quantity. 
    • Click the Price field to edit the item price or add a percentage discount to the product.
  5. On the bottom right, you can Add a Customer, Sales Rep, Quick Sale or Note to the sale. See Selling in DEAR POSfor more information on adding optional information to a sale and advanced sales features. 
    • NOTE: Adding a customer is mandatory for some sales features, such as layby sales, on account sales,  using store credit or using loyalty points. 
  6. You may select Discard to remove a sale from the register or Park to save a sale for later. Return to parked sales by navigating to Menu → Sell → Parked Sales.
  7. Clicking Pay will take you to the payment screen where you can take payment for the sale.
  8. Select the payment method for the sale and enter the tender amount. 
  9. Once the payment has been made you can print a receipt or email it to your customer directly. This completes the sale.


Check product availability

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Enabling the product availability icon setting displays a small icon on each product tile in your catalog. Enable this setting from the DEAR web portal, navigate to Integrations → DEAR POS → [select store] → Setup. Under POS UI Settings, ensure the Product availability icon is active. 


This will show the product availability icon on catalog tiles in the POS web portal or mobile application. Click the icon to view that product's availability across your outlets. 


Additionally, from the DEAR web portal, you can navigate to Integrations → DEAR POS → [select store] → Setup → General Settings and enable Check availability on checkout. This will check the availability of all products in a sale before payment. 


Exchange a sale

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DEAR POS allows customers to exchange an item multiple times. During exchanges, the price of the product that is being exchanged shows up as a negative on the total order price.  

  1. Navigate to Menu → Sell → Sales History screen.
  2. Select the sale you would like to exchange. You can also filter sales by date, outlet, status or search for the sale by entering the Receipt Number or Customer Name on the search bar.
  3. Click the sale to open it and view the bought products. Click Return to move to the next step. If the sale does not have a customer, you will be prompted to add one.
  4. Select at least one item from the sale, and click Exchange.
  5. The item(s) you want to exchange will now appear on the checkout screen as a negative. 
  6. Find the item you want to exchange for the old item, and add it to the sale. If there is a difference in price between the old and new item, this will also be displayed. 
  7. Click Exchange to move to the next stage. 
  8. Choose the Payment method and finalise the sale (if new total is greater) or refund (if new total is lesser). Refunds can be returned to the customer directly or to store credit to use against future sales. 
  9. Print or email the receipt in order to finalise the exchange. 


NOTE: Once an  Exchange has been processed in DEAR POS, a new fulfillment will be processed in the Advanced Sale Module, which will automatically complete the Pick, Pack, Ship process.


Return a sale

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DEAR POS allows sales returns, though you can only complete a return on fully-paid sales (including Account Sales and layby sales). A return will not be processed on Open on Account, layby sales or existing return transactions.


NOTE: If a return is processed from a different outlet to the sale location, a Stock Transfer from the sale location to the return outlet will automatically be generated in DEAR for the returned product/s.


Processing a POS Return

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DEAR POS allows customers to exchange an item multiple times. During exchanges, the price of the product that is being exchanged shows up as a negative on the total order price.  

  1. Navigate to Menu → Sell → Sales History screen.
  2. Select the sale you would like to exchange. You can also filter sales by date, outlet, status or search for the sale by entering the Receipt Number or Customer Name on the search bar.
  3. Click the sale to open it and view the bought products. Click Return to move to the next step. If the sale does not have a customer, you will be prompted to add one.
  4. Select at least one item from the sale, and click Refund.
  5. Refunds can be returned to the customer or to store credit to use against future sales. Enter the amount to be returned and click Confirm to finalise.
  6. Print the receipt in order to finalise the exchange. 


NOTE:  Even if a card payment provider is configured for a POS register, it will process refunds as if payment setup is set to Card payment not integrated. This is because refunds are not processed through the register’s integrated payment system, e.g. Tyro.


NOTE:


Processing a POS Return without an Existing Sale

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This feature allows users to process refunds of historical sales, or sales from before the time they started using DEAR POS. With this feature, a user/cashier can generate a refund without an existing sale. In order to do so, the user/cashier should add the product(s) first and then generate the refund and check out. 


NOTE: The refund will be transparent to DEAR users and will NOT have an impact on real-time money flows.


To perform a standalone refund: 

  1. On the DEAR POS menu, click Sell → Sales History.
  2. On the Sales History page, click the hamburger menu on the top right, then click on No Receipt Refund.
  3. Enter a Receipt Number. By default, the refund will adjust your stock of the product. Toggle the Allow Stock Adjustment button to No if you don't want stock to be adjusted.
  4. Click Continue.
  5. Select or search for the product(s) to be refunded from the list. Add a customer to the sale, then click Refund to continue.
  6. Refunds can be returned to the customer or to store credit to use against future sales. Enter the amount to be returned and click Confirm to finalise.


View sales history

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Navigate to Menu → Sell → Sales History to see a list of sales from the DEAR POS store. Sales can be filtered by date, outlet, status and also searched using the search box. Use the attach symbol to attach images or documents to a sale, attachments will be synced to DEAR when sales are downloaded. 


There are two sales view options:

  • POS Sales: All sales for this POS store are listed here automatically. 
  • All Sales: If the user has the permission (set permission via DEAR web portal, Integrations → DEAR POS → Users) View All Sales, this screen will be available. Enter a Sale Order Number, Customer Name or an Invoice Number in the search field to populate all sales including backend sales from other sales channels.


Click a sale to view the sale details, re-print a receipt, and exchange or return a sale. 


Inventory

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Many inventory functions such as stocktakes, stock transfers, adding new product entries and reordering stock can be performed directly from DEAR POS application. 


View, add, and modify products

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The Products page lets you view all products that have been listed to your POS store catalog, add new product entries to your inventory, and modify existing products. 


NOTE: The user must have the permission Can Change Price enabled in order to modify a product's price. This permission can be enabled from the Integrations → DEAR POS → Users page of the DEAR web portal.

  1. Go to Menu → Inventory → Products to view products. Only products that have been listed to your POS store catalog will be visible (Products can be listed via the DEAR web portal, Integrations → DEAR POS → Catalog).
  2. Click Add New Product to open a pop-up window. 
  3. Fill in the product information fields, then Add the product entry to your inventory. The new product will be automatically listed to the DEAR POS store.
  4. Modify products by clicking the edit symbol. Product families cannot be added or modified from the POS application, this must be done via the DEAR web portal.
  5. This opens up the same popup window where product information can be changed. Modify information and then Save changes to finish.


Order products 

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The Ordering page is used to generate stock transfers from other DEAR warehouses or purchase orders from suppliers. Products can only be ordered to the POS outlet. To transfer products between other locations, see Transfer stock.


Order products from a supplier

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  1. Go to Menu → Inventory → Ordering. All orders that have been generated from this POS outlet will be visible on this screen. In the top right you can use the search box to search for an order or filter order by Draft, Ordered, In Progress or Completed status.
  2. Click Order → From Supplier to open a new window.
  3. Select a Supplier from the dropdown field and a Required By Date.
  4. Click + to order products that have not previously been ordered to this POS outlet. This will open a new window. For ordering products that have been ordered before, see Reorder products quickly
  5. Products to order can be added to a purchase order in four ways:
    • Single: Select a single product or single product family. Search using product name/SKU, and click the product to add to the purchase order. 
    • Automatic: Click Ready to scan and scan the barcode SKU or Batch/Serial number of the desired product to add it to the purchase order.
    • Inventory: Scan the barcodes of several products and save them in your scanner memory (not supported by all barcode scanners). Next, dump all the scanned barcodes using this option. You must enter one barcode per line in this field and click Add.
    • Manual: Manually enter the barcode of the product that you want to add to the purchase order using this option and click Add
    • NOTE: Product families will added as a single entry to the purchase. Product variant quantities can then be edited in the next step.
    • NOTE: Only products that have already been listed in your DEAR POS store will be visible.
  6. Select a product to add it to the purchase. Close the product order window when you have added all the required products to edit purchase order quantities
  7. All the products that were selected in the previous stage will be listed on the order window with their On Order and Available quantities. Click a product entry to manually enter the order quantities. Clicking a product family entry will open a matrix view where you can enter variant quantities.
  8. When you are finished, click Save to authorise the purchase order, or enable Save as Draft and then click Save to save the purchase order as a draft.
  9. The purchase order will be added to the list of orders and synced with DEAR. The purchase order invoice and stock receiving actions must be completed via the DEAR web portal. See Processing a purchase for more information on the purchase process. 


Order products from warehouse

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With this function, products can only be ordered to the POS outlet. To transfer products between other locations, see Transfer stock.

  1. Go to Menu → Inventory → Ordering. All orders that have been generated from this POS outlet will be visible on this screen. In the top right you can use the search box to search for an order or filter order by Draft, Ordered, In Progress or Completed status.
  2. Click Order → From Warehouse to open a new window.
  3. Select a From location from the dropdown field and a Required By Date.
  4. Click + to order products that have not previously been ordered to this POS outlet. This will open a new window. For ordering products that have been ordered before, see Reorder products quickly
  5. Products can be added to a transfer order in four ways:
    • Single: Select a single product or single product family. Search using product name/SKU, and click the product to add to the transfer order. 
    • Automatic: Click Ready to scan and scan the barcode SKU or Batch/Serial number of the desired product to add it to the transfer order.
    • Inventory: Scan the barcodes of several products and save them in your scanner memory (not supported by all barcode scanners). Next, dump all the scanned barcodes using this option. You must enter one barcode per line in this field and click Add.
    • Manual: Manually enter the barcode of the product that you want to add to the transfer order using this option and click Add
    • NOTE: Product families will added as a single entry to the transfer. Product variant quantities can then be edited in the next step.
    • NOTE: Only products that have already been listed in your DEAR POS store will be visible, even if the same product is available the From location. 
  6. Select a product to add it to the transfer. Close the product order window when you have added all the required products to edit purchase order quantities
  7. All the products that were selected in the previous stage will be listed on the order window with their On Order and Available quantities. Click a product entry to manually enter the order quantities. Clicking a product family entry will open a matrix view where you can enter variant quantities.
  8. When you are finished, click Save to authorise the transfer order.
  9. The transfer order will be added to the list of orders and synced with DEAR. The transfer order must then be completed when stock is received via the DEAR web portal. See Stock Transfer for more information. 


Reorder products quickly

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If you have previously ordered products from a supplier or a warehouse to the current POS outlet, you can quickly reorder products which are low on stock. See Low Stock Reorder for how to set up the threshold reorder stock level for a product. 


This process is very similar same for orders from supplier or from one of your warehouses. 

  1. Go to Menu → Inventory → Ordering. Select either Order → From Supplier or From Warehouse.
  2. Enter the From Location or Supplier and Required By Date, then click Reorder.
  3. If ordering from a supplier, only products that are low on stock and have been previously ordered from this supplier will be available for reorder.
  4. If ordering from a warehouse, only products that are low on stock and available in the order location will be available for reorder. You will be given the option to reorder All Low on Stock products or Only Availableproducts.
    • Selecting All Low on Stock will automatically fill in the order with all products under the reorder threshold with their default reorder quantities. If the quantity at the order location is insufficient, the quantity will be displayed in red. 
    • Selecting Only Available will automatically fill in the order with all products under the reorder threshold with the available quantity at the order location, up to the reorder quantity. 
  5. Edit reorder quantities manually if required by clicking on the product entry. 
  6. Save the order to authorise the transfer or purchase order. 
  7. The transfer order or purchase order will be added to the list of orders and synced with DEAR. The order must then be completed when stock is received via the DEAR web portal.

Download or print purchase order documents

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Purchase order documents can be printed or emailed directly from the Menu → Inventory → Ordering screen. Simply click an order to open it and select Email to send the purchase order as a PDF attachment, or Download to download the order to the device as a PDF.


Transfer stock 

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Create a transfer order to move stock between your locations from the Stock Transfer page. Stock transfers created using this function can be created between any two locations of your DEAR organisation, not only to the POS outlet. 

  1. Go to Menu → Inventory → Stock Transfer. This page will show all transfer orders created from this outlet. From the top right you can search for a stock transfer or filter stock transfers by Draft, Completed or Cancelled status.
  2. Click New Stock Transfer to open a popup window. 
  3. Choose a From and To location for the stock transfer. Stock transfers can be created between any two locations of your DEAR organisation, not only POS outlet locations. 
  4. Select an Effective Date for the transfer. 
  5. Click Add to begin adding products to transfer. This will open a pop-up window.
  6. Products to order can be added in four ways:
    • Single: Select a single product or single product family. Search using product name/SKU, and click the product to add to the purchase order. 
    • Automatic: Click Ready to scan and scan the barcode SKU or Batch/Serial number of the desired product to add it to the purchase order.
    • Inventory: Scan the barcodes of several products and save them in your scanner memory (not supported by all barcode scanners). Next, dump all the scanned barcodes using this option. You must enter one barcode per line in this field and click Add.
    • Manual: Manually enter the barcode of the product that you want to add to the purchase order using this option and click Add
    • NOTE: Product families will added as a single entry to the purchase. Product variant quantities can then be edited in the next step.
    • NOTE: Only products that have already been listed in your DEAR POS store will be visible, even if the same product is available the From location. 
  7. Select a product to add it to the stock transfer. Close the transfer window when you have added all the required products to edit stock transfer quantities.
  8. All the products that were selected in the previous stage will be listed on the transfer window. You can manually edit the quantities to transfer here. Click Add when you have finished entering the quantities to add the stock transfer in Draft status.
  9. When stock is received, click the draft stock transfer to open it and Complete the stock transfer.


Perform a stocktake

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Stocktakes can be performed for both the current POS outlet or another organisation locations directly through the POS application. Use stocktake to check for inventory discrepancies at your DEAR locations. 

  1. Go to Menu → Inventory → Stocktake. This page will show all stocktakes created from this outlet. From the top right you can search for a stocktake or stocktakes transfers by Draft, In Progress, Completed or Cancelled status.
  2. Click New Stocktake/Inventory Count to start a new stocktake. 
  3. Select the Outlet and an expense Account.
  4. Filter the stocktake products by Category, Brand or Tag if required. 
  5. Enable Lock Products to stop purchases, selling or transfers from the stocktake location until the stocktake is completed. Enable Show On Hand to display on hand quantities during the stocktake. 
  6. Click Add to add the Stocktake to the list. This does not start the stocktake yet.
  7. From the Stocktake screen, click the new entry and then OK to start the stocktake.
  8. Click the entry again to fill in the Stocktake quantities. Quantities can be entered manually or via scanning item barcodes. 
  9. When the stocktake, click Complete to finish.


Customers

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Existing DEAR customers can be viewed, added, and modified from the DEAR POS application. Sales can be associated to a new or existing customer, or a default customer POS Walk-In can be used for sales without a specified customer.


View, add, and modify customers

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The Customers page lets you view all customer entries in your DEAR organisation, add a new customer entry, and modify existing customers. This page also lets you view your customers balance, loyalty points and store credits. 

  1. Go to Menu → Customers to view products. Customers can be searched by name, email and address.
  2. Click Add New Customer to open a pop-up window. 
  3. Fill in the customer information fields, then Add the customer.
  4. Modify customers by clicking on a customer entry. This opens up the same popup window where customer information can be changed. Modify information and then Save changes to finish.


Add a customer to a sale

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Sales can be associated to a new or existing customer, or alternatively a default customer POS Walk-In can be used for sales without entering customer information. Some sale features such as layby sales, on account sales, and sales quotes are only available when a sale has an associated customer. 

  1. When making a sale, click Add → Customer
  2. This will open a new window. Search your existing customers or Add a new customer to add the customer to the sale. If no customer is added, the customer will automatically be set to POS Walk-In.



Users

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From the Users screen, you can add new users, edit user details and deactivate users to stop them accessing the POS store.  You can also search for a user using the search field, or filter users by outlet. Access the users screen by navigating to Menu → Users


Add a new user

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Click Add New User at the top of the Users screen to open a popup window. Enter the new user's Email address, Name, Role and allowed Outlet. The new user will receive an activation email with instructions for accessing the POS store for the first time. 


Edit user

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From the Users screen, click any user to bring up a pop up window. You can also search for a user using the search field, or filter users by outlet. From this window, you can change the user Name, Role, and which Outlet they can access.


NOTE: It is not possible to give a user the Administrator role or to assign multiple outlets to a user from the DEAR POS application. The administrator role or multiple outlets can only be assigned to a user from the DEAR web portal, via Integrations → DEAR POS → [selected store] → Users.

User permissions such as Can Give Discount, Can Change Price can also not be changed from the DEAR POS application, they must be edited via the DEAR web portal.


Deactivate a user

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From the Users screen, click any user to bring up a pop up window. Click Deactivate User to remove that user's access to the POS store.  


NOTE: Users can only be fully deleted from the DEAR web portal, via Integrations → DEAR POS → [selected store] → Users


Reports

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There are nine reports available in DEAR POS. Generally, reports can be emailed, exported into another format (usually PDF or CSV) and saved on your computer, saved as a new report, and printed. For all reports, the following is true:

  • POS users with the Administrator role can see report information about all locations in DEAR POS.
  • POS users with the Manager role can see report information about the location that is assigned to them in DEAR POS.
  • POS users with the Cashier role cannot see report functionality in DEAR POS.


More details on each report are given below.


Register Closure Summary

This report shows a summary for a register after closing and can be filtered by date, outlet, and register. It is divided into Sales, Payments (and Payment Types), Cash Movements, Account Sales, Surcharges, and Notes blocks, with each block showing more detailed information. 



Sales Summary

This report shows the sales by type and can be filtered by date, outlet, and report type. The report can be customised by adding, removing, or rearranging the columns, and is available in the following report types:

  • Summary (this is the default view)
  • User
  • Outlet
  • Register
  • Customer
  • Product
  • Brand
  • Product Category
  • Supplier (planned, not yet available)
  • Sales Representative (planned, not yet available)
  • Tag.


Inventory 

This report shows the inventory by type and can be filtered by date, outlet, and report type. The report can be customised by adding, removing, or rearranging the columns, and is available in the following report types:

  • Inventory on Hand (this is the default report view)
  • Low Stock
  • All Inventory Levels.


In Transit 

This report shows items from In transit stock transfers from DEAR Inventory and can be filtered by outlet. Search for a specific item to drill down on the report. The following columns are available for setup with the report:

  • SKU
  • Brand
  • Category
  • Tag.


Product Performance 

This report shows the sales performance of each product in your inventory and can be filtered by date and outlet. Search for a specific product to drill down on the report. The following columns are available for setup with the report:

  • Allocated (shown by default)
  • Basket Size
  • Basket Value
  • Basket Value (including tax)
  • Cost of Goods
  • Customer Count
  • Discount
  • Discount %
  • First Sale
  • Gross Profit
  • Items Sold
  • Last Sale
  • Margin
  • Return %
  • Return Count
  • Revenue
  • Sales with Customer %
  • Tax
  • On Hand
  • Available
  • On Order.


Gift Card 

This report breaks down your gift card totals for a quick overview of your gift card sales and contains a list of all gift cards sold. Each individual gift card number, the total amount sold and redeemed with each gift card, and the remaining balance for each gift card is displayed on the report. Each gift card is also clickable so that you can drill down on its transaction details. You can search for a specific gift card number from the report page. 


Payment Type Summary 

This report shows the amount charged to each of your payment types. It can be filtered by date, outlet, register, and user. Each payment type displayed in this report can be expanded to show additional details (Receipt #, Customer and Amount Paid) for all the sales that corresponds to that payment type. 


Store Credit Report 

This report shows your customers with available store credit and can be filtered by customer or date. It shows the opening balance, total issued, total redeemed, and the closing balance for each customer with available store credit.


Surcharge Report  

This report shows all surcharges charged to customers, with the default All Outlets view showing the outlet, surcharge, rate, order amount, and surcharge amount on the report. You can also view the same information per outlet.


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