Receipt Fields

Sales Overview | Data Field Overview | Program Capacities

Refer to the table below for descriptions of each receipt field. Fields shown in brackets, e.g. [field name], are suggested or read-only fields auto-filled by Point of Sale.

If, when viewing a record list, columns (fields) shown below are not visible, you can use the customize columns feature to add them.

Field | Usage

Promo Code

Used to record an optional promotional note on a receipt. Sales reports can be filtered by this field. You can also set your company preferences to require an entry in this field.

For example, if you are having a mail promotion to celebrate your business anniversary, you could record an entry of Anniv for all sales made during the promotion. Later, you could run a sales report, filtered for the Anniv entry in the Promo Code field to evaluate the effectiveness of the promotion.

[Store] (Pro) | The store from whose inventory the merchandise is being sold/returned. At Headquarters, can be changed to create a receipt for any store. At remote stores, this field defaults to the local store and cannot be changed.
[Date] | Defaults to today's date; but is editable subject to security rights. Never change your computer's system date for this purpose; doing so could result in lost data!
[Cashier] | If security is used, the Cashier field is auto-filled with the name of the logged-in user and cannot be changed. If not using security, select a name from the drop-down list of defined employees. (Pro) The cashier is the employee making the receipt and may be different than the sales Associate.

[Associate]

(Pro)

(Optional Field) Used to identify the employee to be paid a commission on the sale.

Above the item list: Suggested as the logged in user (if security used) but can be edited to identify the sales associate for the receipt. If you change the associate after listing items, you are asked if you want to assign this associate to the items already listed.

In the receipt item list or Item Information window: Suggested as the same employee listed at the top of the form, but editable item-by-item. This allows commissions to be paid to multiple employees on a single receipt.

Exception: If the receipt was initiated from a customer order to sell the ordered items, the Associate field is populated with the associate recorded on the order.

Learn more.

Item Fields | These fields pertain to individual items being sold. See also item fields for a description of common item fields that may be available on receipts.
[Item Name] [Attribute] [Size] | Item description fields; suggested from item record in inventory. Can be edited for individual sales if necessary.
[Qty] | Sales Quantity: Suggested as 1. Directly edit or use the Qty + and Qty buttons to change.
[Price] | Item unit sale price at the active price level. The default active price level is set in company preferences. Editable.
[Ext Price] | Extended item price: Qty x Price. If you sell items costing a fraction of a cent, you can list a quantity and enter an extended price and Point of Sale will calculate and display the unit price.
[Original Price] | Item price at the active price level, from inventory. Does not change if Price field edited. Not editable.
[Custom Price Levels] | Item price at each of your price levels, from inventory. Your custom price level names displayed.
Item Discount Fields | Entering a discount percent, amount, or changing the item price causes other discount fields to be auto-calculated. See giving discounts for more information.
Discount % | Item discount expressed as a percentage of the active price.
Unit Discount | Discount amount per item unit being sold.
Ext Discount | Extended item discount. Qty X Unit Discount.
Discount Reason | Can be used to filter sales reports. For manual item discounts, select from the discount reasons predefined in company preferences. (Pro) For Price Manager discounts or customer rewards, is auto-filled with reason from the applicable area.
[Tax Code] | Suggested as the tax code assigned to the item in inventory. Select a different tax code to change the tax collected on this sale. Learn more about changing tax at time of sale.
[Tax %] | Tax percentage applied to the item. If multiple rates apply, this field is blank.
[Tax] | Tax amount collected per item unit.
[Ext Tax] | Extended tax on item. Qty x Tax.
[Cost] | Average unit cost of the item as recorded in inventory. Not editable.
[Receipt Cost] | Extended cost of receipt item. Qty x Average Unit Cost. Not editable.
[Unit of Measure] | Used to indicate the measurement or quantity by which the item is sold. From inventory, such as case, each, lb., yard, etc. Learn more. (Pro) Can be added to printed documents, using the Print Designer. If using multiple units of measure, defaults to your sell-by unit but can be changed to sell by another unit.

Serial # (Pro) | Field used to track serial numbers of sold items. Items can be designated as requiring a serial number entry on the item record in inventory (by selecting the Prompt option in the Serial # Tracking field,) in which case you will be prompted to enter a serial number for each unit of the item sold.
[Commission] [Commission %] (Pro) | Optional fields that display commission information for the sale, based on the employee recorded in the Associate field. Learn more.

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Customer

[Name, Address and other information]

Not available in Point of Sale Free

Customer information fields that display the name of the customer to whom the sale is being made. Also used as the customer lookup/search field. Read more about searching for and listing a customer on a receipt here. You can require that a customer be listed on all receipts in company preferences.

Individual Customers: Customer full name, including specified combination and order of first and last names, and title is printed on receipts in the format specified in company preferences.

(Pro) Business Customers: The customer company name is displayed. Learn more.

After listing a customer, use the Edit button to view or edit the customer record.

Comments | Used to record pertinent information about the sale. Printed on copy of receipt given to customer.
Totals Area | These fields apply to the entire receipt and located at the bottom right.
[Price Level] | Active receipt price level. Suggested as your default price level from company preferences. Change by selecting a new level from the drop-down list.
[Subtotal] | The sum of the extended prices for all items listed on a receipt.
Disc % Discount | Global discount percent. Global discount amount. Global discounts are taken from the receipt subtotal and not spread across the sold items. Entering a value in either discount field causes the other to be auto-calculated. See giving discounts for more information.
[Tax %] | Tax percentage applied to the sale. If multiple rates apply, or some items taxed and others not, this field is blank.
[Tax] | Total tax amount collected on the sale.
Ship Date Shipping (Pro) | Scheduled date of shipment. Shipping charges. Select Ship These Items to enter shipping information and charges. Learn more.
Total | Total amount due from customer (or to customer in case of a return). This amount is carried to the payment window.
[Tax Location] | Current tax location is displayed in the receipt status bar at bottom of form. Defaults to the tax location specified in company preferences. The tax location (for entire sale) or tax codes (for individual items) can be edited, if necessary. Learn more.
[Printed Receipt Message] | User-definable message, specified in company preferences, which is printed on the copy of the receipt given to the customer. These messages are not displayed on screen and cannot be changed at the time of sale. For example, you could use the message field to print "We Appreciate Your Business" or your return policy on every receipt.
Sales history list fields | These fields are available only in the your list of saved receipts.
[Receipt #] | Sequential number assigned to receipts as they are created.
[Receipt Type] | Indicates type of receipt: Sale, Return, Payout, or Deposit.
[Status] | Indicates status of receipt as: R egular, R eversed, R eversing. Learn more about reversing receipts.
Payment | The payment method used for the receipt. If more than one payment method was used, Split is displayed.
[QB Status] | If integrated with QuickBooks Desktop, displays the Financial Exchange status of the receipt: not posted (not yet sent to QuickBooks Desktop), complete (sent to QuickBooks Desktop), or error (attempting to send the receipt to QuickBooks Desktop resulted in an error). Learn more.

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