POS Override Report

POS Override Report

POS Override Report Overview

In some scenarios where you need to sell age-restricted products such as alcohol or cigarettes, or quantity-limited products that are subjected to special pricing/reduced availability, or in cases where sales are limited per customer, "POS Overrides" come in handy. This function allows the manager or employee to turn off such sales restrictions and complete the transaction.
The POS Override Report shows all the system override data in the selected date range and location done on the POS terminal either by the manager or the employee.
The report won't show any data if certain settings are not enabled.

1. Reaching the POS Override Report

To reach the POS Override 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 Sales Reports  
  5. Step-5: Choose POS Override Report
See Figure A. You will see many types of sales reports that will be useful to your retail business. By clicking the "Choose Report" drop-down selection, you will see the different types of sales reports.


                                                                                  Figure A

By clicking "POS Override Report," you will be redirected to the "POS Override Report" page with relevant filtering and sorting options.

                                                                                   Figure B

You will see the "Report Data is Empty" message initially. You need to select the date range to check the summarized sales data in the report.

2. Date Range & Preset

You can filter your sales data in the report by selecting the date range as well as specific times.
By clicking the edit box, you will be taken to a tiny calendar where you can select a specific date range. You can also manually enter the date in mm/dd/yyyy format.

See Figure C, Figure D, and Figure E.

2.1 Start Date: This field lets you choose the start date of the date range.

                                                                                            Figure C

2.2 End Date: This field lets you choose the end date of the date range. 

                                                                                          Figure D

2.3 Presets
The Presets label is provided to select the specific duration/interval to generate the report with that.

                                                                            Figure E

3. Generating POS Override Report

When you navigate to the page, you will get the options pre-selected by default. You can generate the item returns report in the s
elected date range.

                                                                                   Figure F                
Fields:
  1. Location: This column displays the location where the POS override has been done.
  2. Register: This column displays the register number on which the transaction took place.
  3. Receipt Number: This column displays the receipt number, which is the verification code generated by the EDI system to acknowledge the received communication of return information or extension request.
  4. Date & Time: This column displays the date and time of the POS Override.
  5. Cashier Name: This column displays the name of the cashier who was present at the store for the POS Override.
  6. Manager Override Name: This column displays the name of the POS Override that was done by the manager in the selected date range on a particular timestamp. 
  7. Employee Override Name: This column displays the name of the POS Override that was done by the employee in the selected date range on a particular timestamp. 
  8. Overridden Action: This column gives a hint about the overridden action for which POS Override has been done.
  9. Reason: This column displays the reason for the POS Override.

4. Overrides Types

  1. All Overrides: This option will display all the POS overrides made in the selected date range, either by the employee or manager.
  2. Employee Overrides: This option will display all the POS overrides made only by the employee in the selected date range.
  3. Manager Overrides: This option will display all the POS overrides made only by the manager in the selected date range.

                                                                                             Figure G

5. Group By:

To check the POS Override for a specific location, you can select the location by clicking the "No Filter Selected" button on the top-right side, applying which store locations you want, and then choosing "Location" in the "Group by Location" field. See (Figure H).
                                                                                  Figure H
  1. None: If any location is not selected, it will display the report for POS Overrides for every location by default.
  2. Location: If you select "Location," the data in the POS Override Report will be displayed location-wise (stores) for each store. Once the location-specific report is generated, you can check the list of POS Overrides in the selected range.

                                                                           Figure I
  1. Group By Manager Overrides: You can also check the data in the report for the POS Overrides that are done by the manager. This will group the report by manager overrides.

                                                                               Figure J
  1. Group By Employee Overrides: You can also check the data in the report for the POS Overrides that are done by the employee. This will group the report by employee overrides.

                                                                                              Figure K

    • Related Articles

    • Store Override Price Report

      Store Override Price Report Overview The Store Override Price Report displays the items and their related data that have gone through price overriding at a store and in the selected date range. Price overriding can be done at the POS at any store ...

    • POS Flag Report

      POS Flag List Report Overview POS flags allow you to add restrictions on certain sale items based on age. This report lists all POS flags, tax groups, and settings/age restrictions that are associated with them. 1. Reaching the "POS Flag List Report" ...

    • POS Panels

      POS Panels Overview "POS Panels" enables you to create POS panels that you assign to POS devices installed in your stores. The POS device installed at the payment point is hardware. It includes the POS Panel software part, which makes it functional. ...

    • POS Flags

      POS Flags Overview A POS Flag controls several properties of an item during the sales process. By default, it is assigned to the department level, but it can be directly applied at the item level. The POS Flag holds several unique properties, such as ...

    • Deposits Report

      Deposits Report Overview "Deposits Report" lets you view the deposit records. The store experiences significant traffic on weekends, holidays, and during festivals. Many customers tend to pay in cash during these times, which can lead to the cash ...