POS Override Report - Store Employee

POS Override Report - Store Employee

POS Override Report Overview 

The "POS Override Report" records all system overrides executed at the POS terminal by the employee or the manager for the selected date range. 
In certain situations, like selling age-restricted items (alcohol or cigarettes), products with quantity limits, special pricing, or sales capped per customer, POS Overrides are helpful. This feature allows a manager or employee to override these sales restrictions to finalize the transaction. 

Info
Prerequisites: 
When setting up a restriction for the POS device, you can allow managers or employees to override it. However, only those with the necessary permissions can override these restrictions. Therefore, it is crucial to configure all restrictions properly with the appropriate override options to guarantee efficient store operations and accurate reporting.  

This article includes information about:
  1. How to generate the "POS Override Report." 
  2. How to apply the filter options to filter the report data.
  3. How to automate (schedule) or print a report.
  4. How to mark the report as a favorite report.

1. Reaching the "POS Override Report"

  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
Figure 1.1 below will help you understand the navigation better.

Figure 1.1

When you click "POS Override," the POS Override Report screen will open with relevant filtering and sorting options, as Figure 1.2 shows.

Figure 1.2

2. Generating the "POS Override Report"

Please follow the steps below to generate the "POS Override Report" that meets your requirements. 
  1. Navigate to the POS Override Report screen.
  2. Select a date range and click "Generate Report" to view the POS Override Report.
    1. You can use the Date Range & Presets, Override Types, Group By, and Overridden Actions filters to create the report that meets your requirements. You can use multiple filters to make the report more specific. Please refer to point 3. Report Filter Options to learn more about these filters.
    2. Click "Generate Report" whenever you change your selection in any field to view the updated report. 
  3. When you click the "Generate Report" button after selecting the date range, the system will show the location-wise override records, as Figure 2.1 shows.
 Figure 2.1

Report Fields:
  1. Location: This column displays the store 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. If you click on it, the respective  E-Journal Report page will open in the next tab. 
  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 operated the POS when the POS Override took place.
  6. Manager Override Name: This column displays the name of the manager who performed the POS Override, if any. 
  7. Employee Override Name: This column displays the manager's name who performed the POS Override, if any. 
  8. Overridden Action: This column indicates the overridden action for which the POS Override has been performed.
  9. Reason: This column displays the reason for the POS Override.

3. Report Filter Options 

FTx Cloud POS lets you customize the POS Override Report records to your preferences using various filter options. As highlighted in Figure 3.1, you can configure the report with any single filter or a combination of multiple filters. Please follow the steps below.


Figure 3.1

Report Filters:
  1. Date Range & Presets: This filter lets you select the report's time interval. 3.1 Date Range & Presets explains further details. 
  2. Override Types: This filter lets you select the override type based on three parameters: All Overrides, Employee Overrides, and Manager Overrides. For more details, please refer to 3.2 Override Types. 
  3. Group By: This filter lets you select the report data for the assigned departments. 3.3 Group By explains further details. 
  4. Overridden Actions: This filter lets you filter the report based on the type of overridden restrictions. For more details, please refer to 3.4 Overridden Actions. 

3.1 Date Range & Presets

Date Range

Please follow the steps below to select the report's required date range and time interval: 
  1. Click inside the Start Date field. The drop-down calendar will appear, as shown in Figure 3.1.1.
Figure 3.1.1
  1. Select the specific date and time from the drop-down calendar. Alternatively, manually enter the date in MM/DD/YYYY format.
  2. Click inside the End Date field and follow the same process. 
  3. After making the appropriate selections for other filters, click on "Generate Report."

Presets

The Presets drop-down allows you to generate the report by selecting a common, specific duration/interval, such as Today, Yesterday, This Week, Last Week, etc. Please follow the steps below to choose the report's required date range using Presets. 
  1. Hover over the "Presets" button. 
  2. As shown in Figure 3.1.2, a drop-down menu will appear, allowing you to select the required duration or interval. The system will automatically set the Start and End Dates based on your selection.
  3. After making the appropriate selections for other filters, click on "Generate Report."
Figure 3.1.2

3.2 Override Types

The Override Types filter lets you view the report based on three options: All Overrides, Employee Overrides, and Manager Overrides.

Figure 3.2.1
  1. All Overrides: This option lets you view both employees' and managers' overrides. The system selects this option by default and generates the report, as Figure 2.1 shows. 
  2. Employee Overrides: If you choose this option to generate the report, the system will include only the employee's overrides in the report.  
  3. Manager Overrides: If you choose this option to generate the report, the system will include only the manager's overrides in the report.  
The report will show the records based on your selection. However, the report format will be the same as shown in Figure 2.1.

3.3. Group By

The Group By filter allows you to group the report data using parameters: None, Group By Location, Group By Manager Overrides, and Group By Employee Override. 
 Figure 3.3.1
  1. None: The system chooses this option by default and generates the report without any grouping, as Figure 2.1 shows. 
  2. Group By Location: If you choose this option to generate the report, the report's top bar will show the store location's name that you have selected in the left panel, as Figure 3.3.2 shows. 
[This filter is valuable for corporate employees because they can access all company locations. This filter lets them view report records organized by location.]

 Figure 3.3.2
  1. Group By Manager Overrides: If you choose this option to generate the report, the system will organize the report records based on the name of the manager who performed the override, as Figure 3.3.3 shows. 
Figure 3.3.3
  1. Group By Employee Override: If you choose this option to generate the report, the system will organize the report records by the name of the employee who performed the override, as Figure 3.3.4 shows. 
Figure 3.3.4

3.4 Overridden Actions

The Overridden Actions filter lets you filter the report based on the type of overridden restrictions. The Overridden Actions drop-down list lists all restrictions. The system selects all of them by default. To exclude a specific type of restriction from the report, untick the respective checkbox and generate the report. 

 Figure 3.4.1

4. Scheduling a Report

FTx Cloud POS supports report automation, allowing you to configure and schedule a report. The system will then send the scheduled report to the designated email addresses at the specified frequency (daily, weekly, bi-weekly, monthly, quarterly, etc.). 

Please refer to "Scheduling a Report" to learn how to schedule a report.

5. Printing / Exporting a Report

You can print or export any report according to your requirements. When you use the Print function, the system creates and opens the report's PDF file in a new tab. You can download the soft copy or print the paper copy according to your requirements. 

Please refer to "Printing a Report" to learn how to print or export a report. 

6. Manage Favorites 

FTx Cloud POS provides quick access to frequently viewed reports through the "Favorite Reports" feature. You can save a report as a favorite and manage all your favorites from any report screen using the "Manage Favorites" button. 

Please refer to "Managing the Favorite Reports" to learn how to manage or export a report.  

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