83 lines
5.3 KiB
HTML
83 lines
5.3 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>ViewTransactions on X/Z-Out Reports</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;">View POS Actions on X/Z-Out Reports</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"><font class="hcp2">Sales and Returns</font></p>
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<ul>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Sales recorded on sales receipts are reported in the <font class="hcp2">Sales</font> column in the first section of the report</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Sales of gift cards, gift certificates, or payments on charge accounts are broken out separately in the <span class="hcp3">Sales</span> column</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Amounts recorded as returns from customers are shown in the <font class="hcp2">Returns</font> column</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Refunds for returned merchandise are recorded as paid out amounts for the type of payment used</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">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</p>
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</li>
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</ul>
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<p class="Help-Text">         <img src="../image/xz_out.gif" alt="" style="border: none;" width="307" height="325" border="0"></p>
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<p class="Help-Note" style="font-weight: normal;"><span class="hcp3">Note:</span> 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 <a href="../qbpos_recording_sales_and_returns/receipt1089.htm" style="font-weight: normal;">here</a>. It is important to be aware of the distinction.</p>
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<p class="Help-Text"> </p>
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<p class="Help-Text"><font class="hcp2">Accepting More Than One Payment Method</font></p>
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<p class="Help-Text">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.</p>
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<p class="Help-Text"> </p>
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<p class="Help-Text"><font class="hcp2">Discounts</font></p>
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<ul>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">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.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">The discount breakout section reports all discounts identified by type.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">User-defined discount types from <a href="../qbpos_company_preferences/companyprefs_discounts.htm">preference settings</a> are used to identify manual item discounts given at point of sale.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted"><font style="font-style: italic;">GLOBAL</font> is assigned if you discounted the receipt sub-total.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Note that the use of <a href="../qbpos_inventory/inven_pricelevels.htm">price levels</a> to give a lower price than normal is not considered or reported as a discount.</p>
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</li>
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</ul>
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<p class="Help-Text"><font class="hcp2">Non-Currency Media</font></p>
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<p class="Help-Text">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.</p>
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<p class="Help-Text"> </p>
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<p class="Related-Topics">Related Topics</p>
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<p class="Help-Text"><a href="xz1101.htm">X/Z-Out basic steps</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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