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|S/N: 016591966POS_________________Report Menu_________________________Ver. 2.81 |
|________________________(C) 1987-1996 John Posey, Corp._________________________|
|________________________________________________________________________________|
|________________________________________________________________________________|
|__________________________+--------------------------+__________________________|
|__________________________|__________________________|__________________________|
|__________________________| 1. Cash Register_________|__________________________|
|__________________________| 2. System Report_________|__________________________|
|__________________________| 3. Inventory Report______|__________________________|
|__________________________| 4. Clerk Report__________|__________________________|
|__________________________| 5. Guest Check Report____|__________________________|
|__________________________| 6. Open Account Report___|__________________________|
|__________________________| 7. Audit Tape Analysis___|__________________________|
|__________________________| 8. Return to Main Menu___|__________________________|
|__________________________|__________________________|__________________________|
|__________________________+--------------------------+__________________________|
|________________________________________________________________________________|
|________________________________________________________________________________|
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|__|_____|_____|_____|_____|_____|_____|_____|_____|_____|_____|______|Escape|___|
|__|__0__|__1__|__2__|__3__|__4__|__5__|__6__|__7__|__8__|__9__|Enter |______|___|
|__|_____|_____|_____|_____|_____|_____|_____|_____|_____|_____|______|(Exit)|___|
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|________________________________________________________________________________|
|Keymap: 0_______________________________________________________________________|
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Overview

The Register Report Menu is a special menu that is provided for reports that
can be printed on the Report printer configured on the system.__This can
either be the receipt print, or an auxiliary printer.__These reports can be
run manually, or they can be accessed via macros from the Register interface
or the Report Menu.

Probably the best way to see what each report looks like, and to determine its
usefulness for your application, is to try printing them.__Some of the
reports will require that there be valid transaction data to report.__While
others may require prior configuration of some feature in the POSey system.

A brief description is given in this chapter of each type of report.

Report Terminology

Many of the Register Reports are described as being "X" or "Z" reports.__An
"X" report is one that merely prints or displays the report data with no
further action.__Yoy may print an "X" report as many times as you like.

A "Z" report also prints or displays the report, but it also causes the
totals for that report to be cleared or zeroed out.__Therefore, a "Z" report
may only be run once per reporting period.

Report Check Boxes

All of the Register Reports use check boxes for information and option
entry.__For example, you will be asked to select output devices for the
reports by placing checks in boxes.__Devices with unchecked boxes will not
be used.

You may use the Up or Down arrow keys to move the cursor between check
boxes.__Entering a "1" will cause the checkbox to toggle from one state to
another ... that is if a box is checked, it will change to a blank, and if a
box is blank, it will be checked.

If you enter "8" at a checkbox, the box will be checked.__If you enter "9"
at a box, it will be cleared.__After each of these operations, the cursor
will automatically be moved to the next checkbox.__The "8" and "9" options
are particularly useful for programming macros.

When an option box has the checkmarks just the way you want them, enter "0"
to accept the results and move on to the next step.

Report Destinations

Most reports may be sent to the screen, the printer, or to file1 or file2.
Screen output may be viewed at any computer, and may generally be controlled
from the POS keyboard or touchscreen.

Printer output will be sent to the printer defined as the report printer in
Register Configuration.__If both the receipt printer and auxiliary printer
have the report printer flag set to "Y", output will default to the receipt
printer.__The output port for the printer is also specified in Register
Configuration.

In many cases File1 output will be identical to File2 output.__File names
for disk output will end with the extension .ASC, and will usually be in
comma delimited form.__Many reports will write a disk backup even if the
output device selected is the screen or printer.__These reports are mirror
images of the printed reports, and have an .RPT extension.

Report Accumulators ("Time Buckets")

Some of the Register Reports provide accumulators, or "time buckets" which
are used to store report totals from one reporting period to the next.
Whenever the "Z" version of the report is printed, the totals are added to
the current value of the accumulators before they are cleared.

One of the steps when running a "Z" report is to select which accumulators
(numbered from 2 through 13) will be updated.__Whichever ones are
checkmarked will have their totals updated when the "Z" report is run.__The
totals are updated by adding the existing value to the current "Z" amounts.

Reports which have an option to select accumulators to update, also have
corresponding "X#" and "Y#" reports.__The "X#" version of the report prints
or displays the totals of one of the acumulators or time buckets.__The "Z#"
report prints the totals, and then clears the accumulator when it is done.

The purpose for the report acumulators is to provide a user-configurable
method to do period reporting.__For example, you could define that
accumulator #2 was going to be a weekly report total, and accumulator #3 was
going to be a monthly report total.

Every day the "Z" reports are printed, and the totals from these reports go
into their respective accumulators.__At the end of a week, all accumulators
will contain 7 days worth of totals.__The "Z2" reports can now be printed as
a weekly report.__After the report is printed, the "Z2" totals are cleared,
ready for another week's worth of totals.__The "Z2" report must be run
regularly every week.

At the end of a month, the "Z3" accumulators will contain a month's worth of
totals.__The "Z3" reports can now be printed as monthly reports, after which
the "Z3" totals will be cleared and ready to accumulate the next month's
totals.

The accumulator method of doing periodic reports allows a system which is
completely user-controlled.__Up to 12 separate time periods can be tracked.
The key is in running the reports regularly and on time.__If 8 days have
gone by since you ran your last "Z2" weekly report, then this time you will
get an 8 day report.

System Z report on Dec. 29, 1996__________System Z report on Dec. 30, 1996
with $100 total sales_____________________with $150 total sales
and Z2, Z3 and Z4 checked:________________and Z2, Z3 and Z4 checked:

+_________________________________________+
|$100 ---+------+------+__________________|$150 ---+-------+-------+
+________|______|______|__________________+________|_______|_______|
Z1_____$100___$100___$100_________________Z1_____$250____$250____$250
_______+--+___+--+___+--+________________________+--+____+--+____+--+
________Z2_____Z3_____Z4__________________________Z2______Z3______Z4

System Z# of bucket 2_____________________System Z report on Dec. 31, 1996
taken after the System Z__________________with $300 total sales
report on Dec. 30, 1996:__________________and Z2, Z3 and Z4 checked:

+_________________________________________+
|$250 (Z2 is reset to 0)__________________|$300 ---+-------+-------+
+_________________________________________+________|_______|_______|
Z2________________________________________Z1_____$300____$550____$550
_________________________________________________+--+____+--+____+--+
__________________________________________________Z2______Z3______Z4

System Z# of bucket 3_____________________System Z report on Jan. 1, 1997
taken after the System Z__________________with $100 total sales
report on Dec. 31, 1996:__________________and Z2, Z3 and Z4 checked:

+_________________________________________+
|$550 (Z3 is reset to 0)__________________|$100 ---+-------+-------+
+_________________________________________+________|_______|_______|
Z3________________________________________Z1_____$400____$100____$650
_________________________________________________+--+____+--+____+--+
__________________________________________________Z2______Z3______Z4

System Reports

System X/Z Reports

The System report shows the media totals, discounts, taxes, and other
similar information for POSey Register transactions.__A report may be
printed for each Register individually, or for the system as a whole.__You
will use the System Report to determine if the total media collected matches
your bank deposits, and to make sure that your total system sales matches
the total inventory sold.

There are a number of POSEY.CFG options which affect the way the System X/Z
reorts print.__See the Appendix, "Configuration Using POSEY.CFG" for more
information.

X/Z Counter Transactions and Counter History

These reports are used to report the results from the POSey Sense A/D
system.__Special configuration is required before these reports may be
used.__See the section, "Configuration & Setup, POSey Ray Gun Configuration"
for details.

Void Report

The System Void Report displays or prints a list of all voids for each clerk
in the system.__The amount and time are shown, as well as the void reason.
If the void was done on a guest check, the check number is also shown.

Inventory Report

Inventory X/Z Reports

The Inventory Report shows the total sales grouped by Preset Items, PLU
Items, and Open Departments.__It also provides a detail and summary listing
of the sales Sub-Departments defined in the system.__The total inventory
sales is given at the bottom of the report.

If the "Net By Discount" flag is set in Register Configuration (see the
section, "Configuration & Setup, Register Configuration") then the sales
shown in the Inventory report will include the discount.__Otherwise, the
sales will be shown with no discounts taken.

If you use "Net by Discount", which is the system default, the total sales
reported at the bottom of the Inventory Report should match the Net Sales
before Tax on the Register System Report.

Reorder Report

The Inventory Reorder Report provides a listing of all items which have the
Reorder flag set.__The Reorder flag is set with the Reorder key on the
Register.__Note that this Reorder Report does not take Quantity on Hand and
the Inventory Order Level into account ... whether the item needs to be
reordered depends entirely on the state of the Reorder flag.__When you run
the report, you will be prompted as to whether you want to clear the Reorder
flag on all items.__If you answer "Y", the flag will be cleared after the
report is printed.

You may choose to print the report in Item Number order, or sorted by Item
Description or Vendor Number.

Master Listing

This report provides a master listing of inventory items.__As with the
standard Inventory Report, you may choose to print only Presets, PLU Items,
Open Departments, Sub-Departments, or any combination.__This report may be
sent to the screen, a disk file, or printer.__Note, however, that the
printer used for this report must be capable of 132 column printing.

The Master Listing shows the Item Number, Vendor Item Number, Description,
Unit Cost, Retail Price, Stock on Hand, and Retail Stock Value.

Explode Recipes

This is not really a report ... it is a program that performs the Recipe
Item explosion on the inventory file.__It should be run just before the
Inventory "Z" Report, therefore it is included on the Register Inventory
Report Menu.__This process should only be done ONCE for each period.

When Explode Recipes is run, the program searches the inventory file to find
items with sales activity.__When it finds one, it checks to see if there is
a recipe list attached to this item.__If so, each of the recipe items is
deducted from inventory by the quantity specified in the recipe.

Extended Report

The Inventory Extended Report shows a list of inventory items or
departments.__You may select to print a simple price list, or a sales report
showing the Average Cost, Average Price, Total Quantity Sold, and Sales
Total.__You may specify a range of item numbers or departments to print.

The output of the Extended Report must be sent to the printer, or a disk
file.

Clerk Report

Clerk X/Z Reports

The Clerk Report shows the total sales for each clerk, the customer count,
and the amount of tips declared.__It also provides media totals, and totals
for other items such as voids, discounts, etc.__A detailed listing of all
voids is given.

Active Employee Report

This report prints a list of all employees currently clocked in to the
system.__It should be run at the end of each shift or business day to make
sure that everyone clocked out properly.__The Active Employee Report is also
available from the Time & Attendance Menu.

Guest Check Report

Guest Check X/Z Reports

The Guest Check Report may be run for closed checks, open checks or all
checks.__It provides a detailed list of all selected guest checks, and then
gives a summary of the checks by media.__A variety of other useful
information collected about guest checks is also shown, including hourly
sales, table turns, etc.

Guest Check X By Clerk

This report gives a breakdown of guest check information for each clerk.__A
detailed listing of guest checks is shown, followed by guest check totals,
table turn information, and department sales totals for the clerk.__Finally,
the report shows the total media for the clerk, and the total due after
tips.

Guest Check Link Totals by Time

This report provides a list of department sales from guest checks, grouped
and totaled by time periods.__The time periods for this report are set up
from the Audit Tape Analysis Report Menu.

Open Account Report

This is a listing of open accounts and balance information.__The report can
be printed for all accounts, those with zero balances, those with non-zero
balances, accounts that are over-charged, and those that show activity
today.

Audit Tape Analysis

The Audit Tape Reports use the electronic audit tape files from each
Register as the data source.__This depends on the Elect. Audit Tape flag
being set to "Y" in Register Configuration.

Before running the Audit Tape Reports, you must select the first option on
the Audit Tape Analysis Menu to specify the Register locations in the
system.__Be sure each Register has an entry showing the proper path to the
Audit Tape files.

This menu also allows you to set up time periods which are used by some
the X Hourly Totals Report and the Guest Check Link Totals Report.__Be sure
to set up at least one time period of 00:00 to 23:59 for reporting purposes.

Print Audit

This option prints the audit tape from selected Registers.__No analysis is
done.__The output resembles that from the receipt printer when ringing
sales.

Audit Tape Analysis Reports

There are five options for Audit Tape Analysis.__You may select to print
items by time period, clerk by time period, inventory sales by clerk, media
by department, or department by media.

X Hourly Totals

This is a sales report grouped into time periods.__The time periods are
specified with the Time Period option on the Audit Tape Analysis Menu.

Register Report Macros

It is possible to run a macro from the Register Report Menu.__This requires
a PC compatible computer keyboard to invoke the macro.__The Register Report
Menu macro capability was added to accomodate those who want to get reports
or perform other automated tasks from a back-office machine on the network.

Macros designed for use at the Register interface cannot be invoked from the
Register Report Menu, and Register Report macros may not be used
from the Register.__Therefore, to keep the two types of macros separate, all
Register Report macros must be assigned to menu level 1000.__A level 1000
macro cannot be called from the Register.__A Register Report macro can,
however, switch to a macro on levels 0 to 999 to execute Register functions.
However the macro cannot switch back to level 1000.

To start execution of a macro from the register report menu, hit the F2
function key on your PC keyboard. The system will request the desired macro
number.__The ESCape key may be used to cancel the request.__If a valid
macro number (0-999) is entered and a macro with that key number exists in
menu level 1000 the macro will be executed.

Note that you cannot assign POS key functions to menu level 1000.__The key
values entered for a level 1000 macro are interpreted as PC keyboard keys
and must be in the range 0 thru 255. Therefore, the numeral '1' would be key
number 49, the letter 'A' would be 65, etc.__Consult an ascii conversion
table if necessary.__Since numeric values (0-9) are most commonly used in
these macros, key numbers 0 thru 9 are interpreted as numeric 0 thru 9,
making the macro easier to enter and interpret.

NOTE: The special macro codes -95 and -96 (described in the chapter,
"Key Macros") may not be used in a macro started from the register report
menu.__These codes are used to retrieve the clerk ID and password for the
last clerk logged onto the register.__Since the macro is not started from
the register, this clerk info is not available.__However, -97 may be used to
require the user to enter a password or clerk ID.__You should NEVER use a
Master password in a macro.__Instead, use a password limited to running the
specified report.__You should ALWAYS require password input for running Z
reports!

Here is an example of how to set up a register report macro that will print
a System X report;

____Macro number:___1________Could be any number 1 to 999

____Macro codes:____2________'2' select system report
____________________2________'2345' enter password
____________________3
____________________4
____________________5
____________________13_______Trailing carriage return
____________________1________'1' select X report
____________________1________'1' select All
____________________0________'0' accept default output device

____Report begins printing...

Here's another example of how to create a register report macro which will
automatically log clerk '123' onto the register;

____Macro number:___2________Could be any number 1 to 999

____Macro codes:____1________'1' select to start register
____________________-99______Change menu level to level 0
____________________0
____________________1________Choose to logon to register
____________________52_______'123' clerk ID
____________________53__________(assumes that these are menu level
____________________54___________0 key numbers for 1, 2, and 3)
____________________66_______Key number for cash key