View POS Actions on X/Z-Out Reports

X/Z-Out Overview | End of Day Overview | Reports Overview

Sales and Returns

- Sales recorded on sales receipts are reported in the Sales column in the first section of the report

- Sales of gift cards, gift certificates, or payments on charge accounts are broken out separately in the Sales column

- Amounts recorded as returns from customers are shown in the Returns column

- Refunds for returned merchandise are recorded as paid out amounts for the type of payment used

- Payments by gift card, gift certificate, customer order deposits used, and charges on account, none of which bring cash into the drawer, are subtracted from the net sales to arrive at the deposit amount for the period

Note: On X/Z-Out reports, the term "Paidout" typically refers to money or other payment given to the customer for any reason, such as giving change for a normal sales receipt or paying a customer for returned items. However, in the list of non-currency media contained at the end of X/Z-Out reports, there is a list of Payouts, meaning cash removed from the cash drawer using the Payout feature as described here. It is important to be aware of the distinction.

Accepting More Than One Payment Method

When the customer pays for a transaction using more than one payment method, amounts are credited to the individual payment methods. If a sale were paid for with $50 cash and $75 on a credit card, the report would show a $50 cash paid-in amount and a $75 credit card paid-in amount.

Discounts

- The sales figures in the first section of the report are calculated from the receipt totals after any discount. Discount dollars or types are not identified here.

- The discount breakout section reports all discounts identified by type.

- User-defined discount types from preference settings are used to identify manual item discounts given at point of sale.

- GLOBAL is assigned if you discounted the receipt sub-total.

- Note that the use of price levels to give a lower price than normal is not considered or reported as a discount.

Non-Currency Media

X/Z-Out reports include itemized listings of the individual amounts paid for by non-currency media, such as check, ATM/debit, or credit card, and gift card/certificate.

Related Topics

X/Z-Out basic steps

X/Z-Out overview