80 lines
4.2 KiB
HTML
80 lines
4.2 KiB
HTML
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="MS-HAID" content="X/Z-Out">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Basic Steps to Run an X/Z-Out Report</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<style type="text/css">
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/* FORCE ALL FONTS TO 12PT */
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* { font-size: 12pt !important; }
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body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
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</style>
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<style title="hcp" type="text/css">
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<!--
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span.hcp1 { color:#c0c0c0; }
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font.hcp2 { font-weight:bold; }
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span.hcp3 { font-weight:bold; }
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-->
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</style>
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</head>
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<body>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;">Basic Steps to Run an X/Z-Out Report</p>
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<p class="Help-Text"><a href="xzoverview.htm">X/Z-Out Overview</a> <span class="hcp1">|</span> <a href="eodoverview.htm">End of Day Overview</a> <span class="hcp1">|</span> <a href="../qbpos_reports_and_sales_charts/reportsoverview.htm">Reports Overview</a></p>
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<p class="help-text"> </p>
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<p class="Help-Text">The procedure below assumes you are accessing X-Z/Out Reports from the Report Center. The same reports and options, though in slightly different sequence, are available in the End of Day procedure.</p>
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<ol>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <font class="hcp2">Cash Drawer</font> as the report category and then select <span class="hcp3">X</span><font class="hcp2">-Out Status Report</font>, <span class="hcp3">Z</span><font class="hcp2">-Out Drawer Count</font>, or <span class="hcp3">Z</span><font class="hcp2">-Out Store Close</font> as the specific report type.</p>
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</li>
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</ol>
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<p class="Help-Indent">The selected report is ran and displayed, using default settings.</p>
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<ol start="2">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Specify a date/time range for the report. The report will only include information from receipts in this date range. <a href="../qbpos_basic_procedures/basic316.htm">Learn more</a>.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">If it is necessary to modify other <a href="xz1104.htm">report settings</a>, such as filter criteria or display options, select <span class="hcp3">M</span><font class="hcp2">odify</font> and make changes.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <span class="hcp3">OK</span>.</p>
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</li>
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</ol>
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<ul>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List"><font class="hcp2">Z-Out Drawer Coun</font>t The Media Totals window is displayed for you to enter/count the cash drawer amounts. <a href="xz1114.htm">Learn more</a> about completing a Drawer Count report.</p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List"><font class="hcp2">X-Out, Z-Out Store Close</font> The report is displayed on-screen.</p>
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</li>
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</ul>
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<ol start="5">
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<li class="p-Help-Steps">
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<p class="Help-Steps">(Optional) With the report displayed, select <font class="hcp2">Memorize</font> to save the report options. Enter a report name and select <font class="hcp2">OK</font>. The report will be added to your memorized reports list.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <span class="hcp3">P</span><font class="hcp2">rint</font>, <span class="hcp3">P</span><font class="hcp2">rint Preview</font> or <span class="hcp3">E</span><font class="hcp2">xcel</font> to output the report.</p>
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</li>
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</ol>
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<p class="Help-Text"> </p>
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<p class="Help-Heading-2">Notes:</p>
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<ul style="list-style: disc;">
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">The printer and print template used for your X/Z-Out reports are specified on the <a href="../qbpos_workstation_preferences/wsprefs03.htm">Documents & Printers</a> page of workstation preferences.</p>
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</li>
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</ul>
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<p class="Related-Topics">Related Topics</p>
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<p class="Help-Text"><a href="endofday03.htm">Z-Out Store Close report</a></p>
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<p class="Help-Text"><a href="xz1116.htm">How various POS actions are reported</a></p>
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<p class="Help-Text"><a href="xzoverview.htm">X/Z-Out overview</a></p>
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</body>
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</html>
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