POS Closing Report Customization

The standard closing report does not present session and cash details in the layout some shops need. This module overrides the sales details report template to show the session name, cashier and start time, followed by balance details. It is used by cashiers and managers when closing a POS session. It plugs into the Point of Sale sales details report. The benefit is a closing report that lists the opening cash and each cash movement clearly.

1. 1

   Close the POS session

   At the end of the shift the cashier opens the closing control of the POS session and requests the sales details report. The report is produced for the session being closed. No extra menu is added.

   • Uses the standard closing flow
   • Report for the closing session
2. 2

   Show session header

   The customised template prints a header table with the session name, the responsible user and the session start time. This identifies who worked and when. It appears before the financial figures.

   • Session name
   • Responsible user
   • Session start time
3. 3

   List balance details

   A Balance Details section shows the opening cash amount from the default cash payment method. It gives the reference point for cash reconciliation. The manager compares it with the counted cash.

   • Opening cash amount
   • Basis for cash counting
4. 4

   List cash movements

   The report then lists every cash in/out move of the session with its name and amount. Cash added or removed during the shift is therefore visible. The printed report can be archived with the session.

   • Cash in/out moves by name
   • Amounts per move

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