Overview
Closing a shop shift requires a summary of sales, taxes and payments by method. This module adds a Z report for the POS session that can be printed from the POS screen or from the session form. It uses the Point of Sale sessions and payments already recorded. Cashiers and supervisors close the day with a clear, printable summary.
Usage steps
- 1
Allow the report in the POS
In the POS configuration the manager ticks Allow to Print Session Z Report so the button appears in the front end.
- Field: Allow to Print Session Z Report
- Per POS
- 2
Work the session
The cashier sells during the session. Orders, taxes, pricelists and payments accumulate on the session.
- Sales in POS
- Payments by method
- 3
Print from the front end
A Session Report button in the POS header calls the report and opens the PDF without leaving the interface.
- Button: PosCustomRepButton
- Needs the option enabled
- 4
Print from the back end
On the session form the highlighted Session Z Report button runs action_session_z_report and prints the PDF using a dedicated paper format.
- Button: Session Z Report
- Paper format for receipts
- Works after closing
- 5
Read the report sections
The report shows opening and closing dates, sales totals, taxes, quantities per pricelist and amounts per payment method.
- Taxes summary
- Pricelist quantities
- Payment methods
Screens
Illustrative mockups with placeholder data.
—
Added by this module
Z report PDF
Session Placeholder value
Opened Placeholder value
Closed Placeholder value
Taxes Placeholder value
Payments Placeholder value
Roles
| Role |
|---|
| POS cashier |
| POS manager |
Dependencies
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