The Overing List page lets you generate reports for manual corrections made to rectify inaccurate transactions (transactions that were cancelled for reasons like a wrong item was recorded, customer changed the order, etc.).
The data in this report includes data received from your POS system Point Of Sale system - the system/register used to bill customers and track sales. as well as data entered manually via the Daily Entry > Overings page.
The following information is displayed in the report based on the constraints selected when producing it:
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Store:The name of the store that cancelled the transaction.
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Category: The type of overing.
Click here to learn how to create, edit and delete Overing Categories.
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Date:The date on which the transaction was cancelled.
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Desc: Details of the overing (if any).
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Employee: The employee responsible for the overing.
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Cashier: The cashier that recorded in the overing transaction.
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Station: The register at which the overing transaction was recorded.
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Amt: The total value of the cancelled portion of the transaction, including taxes (if any).
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Page Total: The total of all overings displayed on the page.
If the report spans multiple pages (more than 100 overings), the total displayed is only of the overings on that page and not of the entire report.
Overings can be edited through the Daily Entry > Overings page.
TO GENERATE AN OVERINGS REPORT:
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Open the Overing List page.
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Select the start of the period for which you want to generate the report from the From Date drop-down calendar.
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Select the end of the period for which you want to generate the report from the To Date drop-down calendar.
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Select the Total Amount constraint that you'd like to apply to the report from the drop-down list, if required, and enter the amount in the box next to it.
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Equal to: Only overings with the total amount voided equal to the value entered will be included in the report.
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Less Than: Only rebates with the total amount voided less than the value entered will be included in the report.
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Greater Than: Only rebates with the total amount voided higher than the value entered will be included in the report.
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Enter the Description of the overing to include only overings with that description.
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Select the Store for which you want to generate the report from the list.
Press and hold down the Ctrl or ⌘ key on your keyboard to select multiple options from the list box.
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Select the Category for which you want to generate the report from the list.
Press and hold down the Ctrl or ⌘ key on your keyboard to select multiple categories.
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Select the Employee that was responsible for the overing from the list to include only overings by that employee.
Press and hold down the Ctrl or ⌘ key on your keyboard to select multiple employees.
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Click on the Produce Report button.
Associated Settings
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Overing Categories controls the categories that can be selected for overrings.
*optional section or field that may or may not be visible depending on the settings selected, whether the supplier is integrated or not, etc.