Overview
Shop managers need a short end-of-shift summary of sales, taxes, returns and cash. This module adds a session report button inside the POS and a receipt-format PDF report for the session. It is used by cashiers and supervisors at closing time. It plugs into the Point of Sale app, its sessions and orders, and prints on a narrow thermal paper size. A setting per shop controls who can use it. The benefit is an instant Z report without going to the back office.
Usage steps
- 1
Enable the report in settings
In the POS settings the manager ticks Allowed to print Session Report for the shop. The option is stored on the POS configuration. Without it the button is not offered.
- Setting: Allowed to print Session Report
- Stored per POS configuration
- 2
Use the session report button
On the product screen of the POS a session report button appears for the cashier. Pressing it requests the PDF report for the open session. The action runs from the front end without leaving the till.
- Button on the POS product screen
- Report for the open session
- 3
Session totals computed
The session model provides helper methods for the open date and time and for session details such as total sales, taxes, returns, discounts and gross total. Returned orders are flagged through a Return Order field. Product totals are added to the report.
- Totals: sales, tax, returns, discount, gross
- Field: Return Order
- Product totals section
- 4
Print on thermal paper
The report uses a dedicated paper format with a small page width and no header line, suited to receipt printers. It shows company details, the cashier, the session name and state, opening date and time, and opening cash balance. The user prints it through the normal report action.
- Custom paper format for receipt printers
- Shows company, cashier, session, opening cash
- Report name: POS session PDF
Screens
Illustrative mockups with placeholder data.
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Added by this module
Thermal session report
Session Placeholder value
Cashier Placeholder value
State Placeholder value
Opening Balance Placeholder value
Total Sale Placeholder value
Tax Placeholder value
Total Return Placeholder value
Discount Placeholder value
Roles
| Role |
|---|
| Cashiers |
| POS supervisors |
Dependencies
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