MISAll · DOC-037 · Items, stores and customer data
Review POS sales and shifts as a manager
Filter by store, till, cashier and date to investigate differences rather than relying only on dashboard totals.
Steps
- Open POS Sales Query, select the correct document type and date range, then filter store or cashier.
- Inspect the specific sale’s goods, returns, discounts, methods, cash tendered and change.
- Use Shift Query to reconcile opening cash, withdrawals, counted cash and differences, and view the existing Z report.
- Trace back-office stock documents generated by POS to their source instead of counting them as another sale.
- Resolve pending offline sale or shift uploads before comparing complete totals.
Check the result
Sales, shifts and cash differences are explainable without double counting.
Notes and troubleshooting
Do not arbitrarily unapprove or delete the stock copy of a completed retail sale; correct through the original business workflow.
