This page provides you with sales information once the end of day Completion of end of day tasks on the POS which results in EOD markers sent to Clearview. is complete and allows you to make corrections where required.

The page begins with a filter Drop-down boxes that let you select from the options available. that you can use to select the Area*, Store and Date for which you'd like to view the data.

If the end of day Completion of end of day tasks on the POS which results in EOD markers sent to Clearview. is not completed (or the information is not received by CLEARVIEW), the page will indicate that the information is not available, and only a Complete System Information button will display.

System Information

The Complete System Information button displays the total sales information for the day and store selected in the Financial Detail by System window. The fields displayed on the page depend on the type of POS system Point Of Sale system - the system/register used to bill customers and track sales. that you use.

The Financial Detail by System is a snapshot of the days sales and can be edited as required.

The Balance Method is the method in which you reconcile the transactions entered with the payments received:

Changing the Balance Method on the Financial Detail by System page will impact the Daily Entry > Banking Information page.

TO EDIT THE SYSTEM FINANCIAL DATA:

Information entered or changed on this page could affect other data stored and hence result in wrong reports. We highly recommend that you contact your CLEARVIEW Support Team and only make changes to these pages under their guidance.

  1. Open the Missing Financials page.

  2. Select the Area*, Store and Date for which you want to system financial data from the drop-down lists.

  3. Click on the Go button.

  4. Click on the Complete System Information button.

  5. In the Financial Detail by System window:

    1. Make changes to the data as required.

    2. Click on the OK button.

TO UNDO CHANGES MADE TO THE SYSTEM FINANCIAL DATA:

  1. Open the Missing Financials page.

  2. Select the Area*, Store and Date, for which you want to undo changes made, from the drop-down lists.

  3. Click on the Go button.

  4. Click on the Complete System Information button.

  5. In the Financial Detail by System window:

    1. Click on the Undo Last Change button.

      The Undo Last Change button is only available if the data was edited in CLEARVIEW.

    2. Click on the OK button in the confirmation pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..

    3. Click on the OK button in the Information reverted successfully pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..

  6. Repeat steps 4 to 5 to undo earlier changes made as required.

TO AUDIT THE SYSTEM FINANCIAL DATA:

  1. Open the Missing Financials page.

  2. Select the Area*, Store and Date, for which you want to audit View a detailed list of changes made. the changes, from the drop-down lists.

  3. Click on the Go button.

  4. Click on the Complete System Information button.

  5. Click on the Display Changes button in the Financial Detail by System window.

Station Information

The Complete Station Totals button opens the Station Grand Total Update window which compares the total sales information received from each POS system Point Of Sale system - the system/register used to bill customers and track sales. with the total sales in System Information. The fields displayed on the page depend on the type of POS system Point Of Sale system - the system/register used to bill customers and track sales. that you use, but in general contain the following information:

A Discrepancy between the Station Gross Sales and System Gross Sales indicates that the data from one or more POS systems may not have transferred correctly to CLEARVIEW.

Clicking on the name of a station The register or counter at which a transaction is recorded. will provide a break-up of the sales figures for the station The register or counter at which a transaction is recorded..

TO EDIT THE FINANCIAL DATA FOR A STATION The register or counter at which a transaction is recorded.:

Information entered or changed on this page could affect other data stored and hence result in wrong reports. We highly recommend that you contact your CLEARVIEW Support Team and only make changes to these pages under their guidance.

  1. Open the Missing Financials page.

  2. Select the Area*, Store and Date, for which you want to edit the financial data for the station The register or counter at which a transaction is recorded., from the drop-down lists.

  3. Click on the Go button.

  4. Click on the name of the station The register or counter at which a transaction is recorded. for which you want to edit the data.

  5. In the Financial Detail by Station window:

    1. Make changes to the data as required.

    2. Click on the OK button.

TO UNDO CHANGES MADE TO FINANCIAL DATA FOR A STATION The register or counter at which a transaction is recorded.:

  1. Open the Missing Financials page.

  2. Select the Area*, Store and Date, for which you want to undo changes made to the financial data for the station The register or counter at which a transaction is recorded., from the drop-down lists.

  3. Click on the Go button.

  4. Click on the name of the station The register or counter at which a transaction is recorded. for which you want to undo changes.

  5. In the Financial Detail by Station window:

    1. Click on the Undo Last Change button.

      The Undo Last Change button is only available if the data was edited in CLEARVIEW.

    2. Click on the OK button in the confirmation pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..

    3. Click on the OK button in the Information reverted successfully pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..

  6. Repeat steps 4 to 5 to undo earlier changes made as required.

TO AUDIT THE FINANCIAL DATA FOR A STATION The register or counter at which a transaction is recorded.:

  1. Open the Missing Financials page.

  2. Select the Area*, Store and Date, for which you audit View a detailed list of changes made. the financial data for the station The register or counter at which a transaction is recorded., from the drop-down lists.

  3. Click on the Go button.

  4. Click on the name of the station The register or counter at which a transaction is recorded. that you want to audit View a detailed list of changes made..

  5. Click on the Display Changes button in the Financial Detail by Station window.

Cashier/Shift Information

Clicking on the name of a cashier or shift in the Cashier/Shift Information section will display the sales information for that particular shift or cashier for the day (depending on what information is transmitted by your POS systems).

TO EDIT THE FINANCIAL DATA FOR A CASHIER/SHIFT:

Information entered or changed on this page could affect other data stored and hence result in wrong reports. We highly recommend that you contact your CLEARVIEW Support Team and only make changes to these pages under their guidance.

  1. Open the Missing Financials page.

  2. Select the Area*, Store and Date, for which you want to edit the financial data for the cashier or shift, from the drop-down lists.

  3. Click on the Go button.

  4. Click on the name of the cashier or shift for which you want to edit the data.

  5. In the Financial Detail by Cashier* window:

    1. Make changes to the data as required.

    2. Click on the OK button.

TO UNDO CHANGES MADE TO FINANCIAL DATA FOR A CASHIER/SHIFT:

  1. Open the Missing Financials page.

  2. Select the Area*, Store and Date, for which you want to undo changes made to the financial data for the cashier or shift, from the drop-down lists.

  3. Click on the Go button.

  4. Click on the name of the cashier or shift for which you want to undo changes.

  5. In the Financial Detail by Cashier window:

    1. Click on the Undo Last Change button.

      The Undo Last Change button is only available if the data was edited in CLEARVIEW.

    2. Click on the OK button in the confirmation pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..

    3. Click on the OK button in the Information reverted successfully pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..

    4. Repeat steps a to c to undo earlier changes made as required.

TO AUDIT THE FINANCIAL DATA FOR A CASHIER/SHIFT:

  1. Open the Missing Financials page.

  2. Select the Area*, Store and Date, for which you want to audit View a detailed list of changes made. the financial data for the cashier or shift, from the drop-down lists.

  3. Click on the Go button.

  4. Click on the name of the cashier or shift that you want to audit View a detailed list of changes made..

  5. Click on the Display Changes button in the Financial Detail by Cashier window.

TO ENTER THE FINANCIAL DATA FOR A MISSING CASHIER/SHIFT:

Information entered or changed on this page could affect other data stored and hence result in wrong reports. We highly recommend that you contact your CLEARVIEW Support Team and only make changes to these pages under their guidance.

  1. Open the Missing Financials page.

  2. Select the Area*, Store and Date, for which you want to enter the financial data for the missing cashier or shift, from the drop-down lists.

  3. Click on the Go button.

  4. Select the cashier or shift from the Cashier drop-down list.

    The cashier or shift may not be available in the Cashier drop-down list if the data didn't transfer correctly from the POS system Point Of Sale system - the system/register used to bill customers and track sales.(s). To resolve this you will require the cashier or shift number as per the POS.

  5. Click on the Create Financial Details button.

  6. Enter the data in the Financial Detail by Cashier window.

  7. Click on the OK button.

*optional section or field that may or may not be visible depending on the settings selected, whether the supplier is integrated or not, etc.