After setting up your catalog with your products and ringing up an order in Register, a summary of the items sold may be generated and reviewed in an Items report. The details included, grouped by Orders, include:
- Items in Orders Breakdown
- Completed Orders
- Open Orders
- Cancelled Orders
You may generate and view this report in three places:
- Smart Terminal → Settlements app → Reports
- Merchant HQ at Poynt.net → Sales & Reports → Reports (last item on left menu)
- HQ App → More → Reports
To generate the report:
Step 1: Select the date range with time (optional).
Step 2: Select the report type as Items.
Step 3: If on Merchant HQ, you can filter by Terminal as well.
NOTE: Owner and Manager terminal users also have the capability to generate a report filtered by employee as well. Employees are only able to view payment information pertaining to the payments they’ve processed, so this not available to them.