Overrides Report

Overrides Report

Overview

The "Overrides Report" allows users to review configuration values that have been overridden from system defaults across Control Center. It provides audit-level visibility for overrides applied to Departments, POS Flags, Products, and POS Device Settings.

1. Reaching the "Overrides List Report"

To reach the "Overrides List Report," follow the below steps:
  1. Step 1: Log into Control Center
  2. Step 2: Choose Point of Sale
  3. Step 3: Choose Reports
  4. Step 4: Choose List Reports
  5. Step 5: Choose Overrides Report 
                                                                                                                  Figure 1.0

2. Report Type 

The Report Type dropdown is mandatory and controls the context of the report: 
  1. Department
  2. POS Flag
  3. Product (default) 
  4. POS Device Settings 
                                          Figure 1.1

Filters, grouping options, and columns update automatically based on the selected report type. 

3. Departments Overrides 

Filters Items 
  1. Department: Show All or Filter By Department.  
                                                                                          Figure 1.2
  1. Once the Filter By Department is selected and the "Manage" button is clicked, a pop-up window is displayed to filter the departments. (select one or more Departments)
  2. Click "Apply"
Grouping Checkbox: This will generate the report as you select the check boxes. 
  1. Group by Location 
  2. Group by Department 
  3. Once you click on the "Generate" button, the report is displayed below with the following columns. 
Columns 
  1. Department Name: Name of the Department  
  2. Location: Location where the override is applied.  
  3. Attribute Name: Name of the overridden configuration or setting.  
  4. Default: Default value for the attribute.  
  5. Override: The overridden value set for the Department. 
                                                                                                      Figure 1.3

3. POS Flag Overrides 

Filter Items 
  1. POS Flag: Show All or Filter By POS Flags 
  2. Once the Filter By POS Flags is selected and clicked on the "Manage" button, a pop-up window is displayed to filter the POS Flag. (select one or more POS Flag) 
  3. Click "Apply"
Grouping Options 
The POS Flag Report provides multiple grouping options to help users organize and analyze report data effectively. Users can enable one or more grouping checkboxes before generating the report. 

Group by Location 
When Group by Location is enabled: 
  1. The report grid displays data grouped by Location. 
  2. Locations are sorted in ascending order. 
  3. The Location column is hidden from the data rows since the information is already shown in the group header. 
                                                                                                            Figure 1.4

Group by POS Flag 
When Group by POS Flag is enabled: 
  1. The report grid displays data grouped by POS Flag. 
  2. Each POS Flag name appears as a top-level group header. 
  3. POS Flags are sorted in ascending order. 
                                                                                                                  Figure 1.5

The POS Flag column is hidden from the data rows since it is represented in the group header. 

Group by Location and POS Flag 
When both Group by Location and Group by POS Flag are enabled: 
  1. Data is grouped hierarchically: 
    1. First level: Location 
    2. Second level: POS Flag 
  2. Both group levels are displayed as top-level headers. 
  3. Sorting is applied in ascending order for both Location and POS Flag. 
  4. The Location and POS Flag columns are hidden from the data rows since they are represented in the group headers. 

3.1 Report Generation 

Once all required filters and grouping options are selected: 
  1. Click the Generate Report button. 
  2. The system generates the POS Flag report based on the applied criteria. 
POS Flag Report Columns 
The generated report grid displays the following columns: 
  1. POS Flag Name: Displays the name of the POS Flag. 
  2. Location: Displays the location where the override is applied. 
  3. Attribute Name: Displays the name of the overridden configuration or setting. 
  4. Default: Displays the system-wide default value for the attribute. 
Multiple sub-attributes may appear in a single row. 

In the Overrides “POS Flags” report the overridden values will be as follows: 
  1. Tax Group 
  2. Force DL Scan 
  3. Excise Tax 
  4. Age Restriction 
  5. Floor Price 

4. Products Overrides 

Filter Items 
  1. Products: Show All or Custom Filter 
  2. Once the Custom Filter is selected and clicked on the Manage button, a popup window is displayed to filter the products. (select one or more products) 
  3. Filter by UPC, Department, Category, Manufacturer, Brand, or Tags 
  4. Once filters have been applied, click on Save Filter and Apply 

4.1 Grouping Options 

Group by Products 
  1. When Group by Products is enabled: 
  2. The report grid displays data grouped by Products. 
  3. Products are sorted in ascending order. 
  4. The Products column is hidden from the data rows since the information is displayed in the group header. 

4.2 Report Generation 

  1. Apply the required filters and grouping options. 
  2. Click the Generate Report button. 
  3. The system generates the Products Overrides Report based on the selected criteria. 
Report Columns 
For the Products report type, the generated report grid displays the following columns: 
  1. Product Name: Displays the name of the product. 
  2. Area: Displays the area from which the product override is applied (for example, Department – Department Name). 
  3. Attribute Name: Displays the name of the overridden configuration or setting. 
  4. Default: Displays the system default value for the attribute. 
  5. Override: Displays the overridden value set for the product. 

                                                                                                            Figure 1.6

Overridden Values in Products Report 
In the Products Overrides Report, the following attributes can have overridden values: 
  1. Sales Account 
  2. POS Flag 
  3. Override Excise Tax 
  4. COGS Account 
  5. Allow Returns 
  6. INV AP Account 
  7. Allow Cash Discount Pricing 
  8. Returns Account 
  9. TaxJar Code 
  10. Shrink Account 
  11. Adjustments Account 
  12. Require Manager 
  13. Approval on Sale 
  14. Excise Account 
  15. Override Store Coupon Limits 
  16. Override Manufacturer Coupon Limits 
  17. Store Coupons: Max No. Per Item 
  18. Manufacturer Coupons: Max No. Per Item 
  19. Store Coupons: Max Dollar Limit Per Item 
  20. Manufacturer Coupons: Max Dollar Limit Per Item 
  21. QOH Reorder Point 

5. POS Device Settings  

The POS Device Settings Report provides visibility into overridden global POS device settings applied at the location level. This report helps users compare system default values with overridden configurations to ensure consistent device behavior across stores.  

Report Type Selection 
When the user selects POS Device Setting as the Report Type in the Overrides Report, location-based filters and grouping options become available. 

Selected Store Button 
  1. Clicking the Selected Store button opens the Store/Location Group Selector. 
  2. Users can select: 
    1. Individual locations, or 
    2. Location groups. 
  3. After selection, the button label updates to reflect the count, for example: 
    1. “3 Locations/Location Groups Selected” 
  4. The report output is generated only for the selected locations. 

5.1 Grouping Options 

Group by Location 
When Group by Location is enabled: 
  1. The report grid displays data grouped by Location. 
  2. Locations are sorted in ascending order. 
  3. The Location column is hidden from the data rows, as it is represented in the group header. 

5.2 Report Generation 

  1. Select the required locations using the Selected Store button. 
  2. Enable the required grouping options, if applicable. 
  3. Click the Generate Report button. 
  4. The system generates the POS Global Device Settings Overrides Report based on the selected criteria. 
                                                                                                            Figure 1.7
Report Columns 
The generated report grid displays the following columns: 
  1. Attribute Name: Displays the name of the overridden POS global device setting. 
  2. Location: Displays the location where the override is applied. 
  3. Default: Displays the system default value for the setting. 
  4. Override: Displays the overridden value configured for the setting. 

5.3 Overridden Values in POS Device Settings Report 

In the POS Device Settings Overrides Report, the following can be overridden: 
  1. All POS Device Global Settings 

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