Keystroke Point of Sale Help


Report Manager - Report Options Screen - All

Add Allocated to QOH - Adds the Allocated Qty to the QOH.

Add Layaway to QOH - Adds the Layaway Qty to the QOH.

Aging - Display Aging information on the Receivables Report.

Aging Options Screen - The Aging Options Screen is displayed when the Aging Button on the Receivables and Payables reports are selected.

Assume Filled as Sorted - Indicate Back Orders that can be filled.

Assume Filled as Sorted / Fillable Only Examples - Fillable Only Examples

Audit Items - Audit Items are important Clerk actions that may be tracked and reported.

Buckets - Select the Loyalty Buckets option to group the Rules by Bucket on the Loyalty Buckets/Rules Report.

Clerk Options Screen - The Clerk Options Screen is displayed when the Clerk Button is selected on the Time Clock Report.

Closeout Options Screen - The Closeout Options Screen is displayed when the Closeout Button on the Closeout Report is selected.

Code - Select the Price, Tax, or Commission Code to display Code details on the report.

Commission - Defines how Commission amounts are calculated for display on the Salesperson Report.

Contacts - Include all or individual Contact records on the Contact Database Report.

Credit Memos - Determines if Credit Memos are included on the Receivables report (when using the Aging- Detailed Form).

Credit Memos Options Screen - Displays the Credit Memos Options Screen for the Receivables report (when using the Aging-Detailed Form).

Credit Memos Only - Report only on Credit Memos.

Current Formulas Only - Report only on formulas with a Date/Time range that includes the current Date/Time.

Customers Options Screen - The Customers Options Screen is displayed when the Customers Button is selected on the Report Options Screen.

Daily - Select a Daily Summary or Daily Detailed Sales Tax, Purchase Tax, or Purchases Summary report.

Date/Time Range - Select the Date/Time Range for which information is to be included on the report.

Detail - Controls the level of detail displayed in the report.

District - Select the Tax District to display District details on the Tax Tables Report.

District Options Screen - The District Option is displayed on the Tax Tables Report Options screens.

Don't Print If Empty - Exclude empty Sort/Group categories from the report.

Exclude Matrixed Items - Do not include information for items with a Matrix Table.

Exclude Service Items - Do not include information for items designated as a Service Item.

File Name - Choose the name, location and format of the output file.

Fillable Only - Defines when and how to include Fillable Back Ordered items on the Back Orders Report.

Filter - Filters are used to select items for the report.

Form - Lists the Forms available for use with the current report.

Formula Filter - Formula Filters are used to select Formulas for the Payment Formulas, Price Tables, Tax Tables, and Commission Tables reports.

Group By - Displays the Group By Options Screen and determines if the report is grouped and displays group sub- totals.

Group By - 1st Grouping - 1st Grouping on Inventory Sales Analysis & Inventory Purchase Analysis Reports.

Group By - 2nd Grouping - 2nd Grouping on Inventory Sales Analysis & Inventory Purchase Analysis Reports.

Hidden Records Only - Used with Include Hidden Records to print only Hidden Records.

In Stock Only - Include information only for items with Quantity On Hand greater than zero.

Include All Open Items - Ignore the Date Range for Transaction Types that are still due or unfilled when running Customer or Vendor Activity reports.

Include Hidden Records - Include database records marked Hidden using the Hide/Show function.

Include Hours From Current Shift - Determines how hours from the Current Shift are handled on the Time Clock Report.

Include ROA Balancing Entries - Include ROA Balancing Entries when running the Payments report.

Include ROA Payments - Include ROA Payments when running the report.

Include Transfer Payments - Include Transfer Payments when running the report.

Inventory - Select Inventory items for the report.

Inventory Options Screen - Displays the Inventory Options Screen for the report.

Invoices - Determines if Purchase Invoices are included on the Receivables and Payables reports.

Invoices Options Screen - Displays the Invoices Options Screen for the Receivables and Payables reports.

Leave QOH Blank - Leave the Quantity On Hand blank.

Line Item Comments - Determines if Line Item Comments are included on the report.

Line Item Filter - Line Item Filters are used to select Line Items for the report.

Matrix Items - Displays the Matrix Items Options Screen for the report.

Matrix Items Options Screen - Select Matrix Items for the report.

Max # of Records - Restrict the number of records to be included.

Method - Defines how Transactions are to be selected to be included on the report based on payment status.

On Sale Only - Include information only for items designated as On Sale.

Overrides Only - Include only Mark-downs involving price overrides on the Line Item Mark-downs report.

Parent/Child Items Only - Display only items that have a Parent Item or Child Item on the Inventory Database report.

Price Date - Select the date used to determine the price printed on the report.

Price Table - Select a Price Table used to determine the price printed on the report.

Print - Include all or individual records on the report.

Print Alternate Codes - Include Alternate Codes for items that have them on the Inventory Database Report.

Print Comments - Include the contents of the Comments field from the record on the report.

Print Line Item Comments - Include the contents of the Line Item Comments field on the report.

Print Serial Numbers - Include Serial Numbers for items that have them on the Inventory Database Report.

Print To - Print to a Screen, Printer, or File.

Print Totals by Payment - Print totals for each payment for the whole Closeout Report (including subtotals for each payment if the Group By Option is set to Register Number or Clerk).

Printed Price - Select the Price field to be printed on the report.

Printer Name - Select a printer from the list of available printers.

Purchased Items Only - Include only items that were purchased during the requested Date Range when the Inventory Purchases Analysis report is run.

Range - Select a Range within the selected Sort By field.

ReOrder Only - Include only items for which the Quantity On Hand is below the sum of the Minimum Quantity + the On Order Quantity on the Inventory Database report.

Report Group Edit Screen - Used to create and manage Report Groups.

Report On - Select the Transaction Type on which to base the report.

Report On Screen - Select the Report On options on which to base the report.

ROA Payments Options Screen - Displays the ROA Payments Options Screen on the Customer activity report.

Roll Child into Parent - Include a Child item with its Parent on the report.

Scripted Items Options Screen - Displays the Scripted Items Options Screen for the Inventory Scripted Items Report.

Scripts Options Screen - Displays the Scripts Options Screen for the Inventory Scripted Items Report.

Sections Options Screen - The Sections Options Screen is displayed when the Sections Button option is selected on the Customer Activity or Vendor activity reports.

Sections Options Screen - Finance Charges - Include Finance Charges on the Customer Activity report.

Sections Options Screen - ROA Payments - Include ROA Payments on the Customer Activity report.

Sections Options Screen - Transaction Types - Controls the Transaction Types that are to be included on the report.

Separate w/ Page Breaks - Print each record on a separate page.

Shift Options Screen - The Shift Options Screen is displayed when the Shift Button option is selected on the Time Clock report

Show Parent/Child - Display the Stock Number of the Parent Item for the Child items on the Inventory Database report.

Skip Non-Matrixed Items - Do not include information for items with no Matrix Table.

Sold Items Only - Include only items that were sold during the requested Date Range when the Inventory Sales Analysis report is run.

Sort By - Select the Sort order from one of the listed fields.

Subtotal Options Screen - The Subtotal Option Screen is displayed on the Salesperson Report when the Subtotal Button is selected and the Commission Code option is used.

SubTotal When Value Changes - Displays a Sort by Sub Totals line when the Sort By value changes.

Subtract Discount - Determines how the Invoice Discount is handled when calculating the price charged for items when running Sales Analysis and Sales History reports.

Table - Select the Price, Tax, or Commission Table to display Table details on the report.

Table Options Screen - The Table Options Screen is displayed on the Price Tables, Tax Tables, and Commission Tables report when the Table Button is selected.

Tax Code - Select the Tax Code to display Tax Code details on the report.

Tax Code Options Screen - The Tax Code Options Screen is displayed on the Sales Tax By Table report when the Tax Code Button is selected.

Time Interval - Defines the business hours and time interval for the Time Of Day Sales Report.

Transaction Comments - Include the contents of the Transaction Comments field on the report.

Transaction Filter - Transaction Filters are used to select Transactions for the report.

Transactions Options Screen - The Transactions Option Screen is displayed on the Customer Activity and Vendor Activity reports when the Transactions Button is selected.

Transaction Type - The Transaction Type option on the Sales Payments Report is used to limit the report to payments entered only on the selected Transaction Type.

Use Adjusted Cost - Determines how the distribution of Discounts and Shipping are handled when calculating the price paid for items when running Purchases Analysis and Purchases History reports.

Use Last Cost - Display Last Cost instead of Average Cost on the report.

Vendors Options Screen - The Vendors Options Screen is displayed when the Vendor Button option is selected on the Report Options Screen.


See:

Report Manager Contents

Keystroke Help Table Of Contents