POS sales overview and shift reports

The POS sales overview is the back-office view of everything that happens at the register. Use it to audit transactions, look up a specific receipt, and download shift reports.

Sales overview

Go to POS → Sales overview.

The default view lists every sale and refund, newest first. You can filter by:

• Location and Register.
• Cashier (the sub-user who rang it up).
• Date range — quick presets Today, Yesterday, This week, This month, or a custom range.
• Payment method — useful for reconciling card vs. cash separately.
• Search — receipt number, customer name, or SKU.

Click a row to open the transaction modal. It shows the basket, the customer (if attached), the payment lines (including the terminal authorization code for card payments), any related refunds, and a button to reprint or email the receipt.

Transactions tab

The Transactions tab is a flatter view, one row per payment line instead of per sale. This is the right view if you need to reconcile against your card-acquirer settlement file.

Shifts and Z-reports

Open POS → Shifts to see every shift, open and closed.

For each shift you can:

• See the opening float, expected cash, counted cash, and difference.
• Open the Z-report PDF that was generated at close (or print one from a still-open shift as an interim X-report).
• See every cash movement, sale, and refund inside the shift.

Exporting

From both the sales overview and the shifts view you can click Export to download a CSV of the filtered rows.

Common uses:

• Monthly export for the bookkeeper.
• Per-cashier sales totals for commission calculation.
• Stock-out report by combining the export with the product report from the main ChannelDock inventory view.