Documentation for WEB Report System PSIM 1.0.1.

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Attention!

In order to generate a report by the number of goods with specific action, the POS terminal object should be setup and configured in POS PSIM (for details, see The POS terminal object setup).

In order to generate a report by the number of goods with specific action, do the following:

  1. Select the Report by the number of goods with specific action (see Selecting a type of general POS report).

  2. Select the cashiers by whom the report will be generated by setting the corresponding checkboxes in the Cashiers list (1).

    Attention!

    This field is mandatory: the report will not be generated if no value is selected. If you try to generate a report, a warning message will alert you that you should select at least one value from the list.

  3. To use the search when selecting cashiers, in the search field (2) start entering the cashier's last name. The search works starting from the first character. The results will be highlighted in a different color. Click All to select all found/available cashiers. Click None to deselect. Click Show all to expand the cashiers structure. Click Hide all to hide the cashiers structure.

  4. From the Action drop-down list (3), select the required cashier action.

  5. In the Goods field (4), enter a substring of the goods name to search for the goods, the action on which should be displayed in the report. The substring should be at least four characters long.

    Note

    When you click the Goods field, the No results found message is displayed. The message will disappear when you enter the name of the goods.

  6. In the Number of items in check more than field (5), enter the minimum number of this item in a check.
  7. In the Price range field (6), enter the minimum and maximum price values for the item in the from and to fields.

  8. From the Period drop-down list (7), select the time period for which the report should be created. If the Custom period is selected, enter the date of start and end periods for which the report is to be created in the from and to fields using the Calendar tool. Click thebutton near the corresponding field to use the Calendar tool.

  9. Click the Execute button.

    Note

    To change the currency display name in the report, see Setting up the currency format for Report by the number of goods with specific action.

Example of a report by the number of goods with specific action:

This is a summary table of the selected action by the cashiers. The Total column displays the total price of the goods with the selected action for all cashiers. The column called by the cashier name displays the price of the goods with the selected action for this cashier.

To save a report by the number of goods with specific action in .xls format, click the Save button.