Receipt journal

WHEN

Date range: You can specify a date range (from/to dates) by entering a date or selecting a date from the “calendar” icon.

Time: You can specify a from and to time by entering a time or selecting a time from the “clock” icon.

WHO AND WHERE

Stores: If the receipt log does not contain a store, the user will only see receipts from stores to which the user has access. If the user is an HK user, the store selected by the HK user will appear as the preselected store. But the HK user can choose to base a filter on multiple stores.

Cashiers: This is where you can base your filter on cashiers by selecting cashiers from a dropdown list on which you can select multiple cashiers. You need to choose a store before selecting cashiers.

POS units: This is where you can base your filter on POS units (e.g., cash register) and you can choose one or more.

Receipt No.: If the user searches for the “Receipt number”, the following filter will be applied: store, cashier, and POS units. All other filters will be ignored.
To find a specific receipt without entering a store/cash register, you can enter the receipt number in the following format: 1-3-46546 (store no.– cash register no. – receipt no.).

Sales channel: You can filter sales channels by ticking the desired selection; you can select more than one.

• Self Checkout

• Mobile Checkout

• Webshop

• Lindbak POS

SALES FILTERS

Sum between - You can filter a sum between a specified interval.

Payment methods - You can filter payment methods. Select a payment method from a dropdown list. You can choose one or more.

Member number - you can filter by member number. Enter a member number.

CONTENT FILTERS

Under Content filter, you can choose to show receipts with a specific content. By ticking the type of content, you want to view.

For some of the choices it is possible to make multiple selections, these are marked with a triangle beside them. Then you can either tap the triangle to show the underlying selections, or tick this without making further selections. Then the underlying selections will also be selected.

NB:

Sales filters are available when the receipt type “Sale” is selected. If the receipt type “Sale” is not selected, the filter appears for “Cancelled receipts”, “Deleted Item”, and “Deleted, other”. Information about this is shown in the screenshot.

RECEIPT TYPE

Under Receipt type, you can select receipts that contain a specific type of receipt.

Some receipt types are preselected, but you can choose to change the selection.

For some of the choices it is possible to make multiple selections, these are marked with a triangle beside them. You can tap the triangle to show the underlying options. Check the types of receipt you wish to display.

At the bottom of the Filter section are the “Reset”, “Update/Specify” and “More” buttons.

Reset - Pressing the Reset button resets the filters you have set for the default view. The receipts for today’s date will then be shown.

Refresh - The Refresh button is used to update the Receipt log after changing the filter. The search results appear in the middle of the screenshot.

More button - Pressing the More button (...) gives you two options (see image below).

Apply in new tab - If you want to show the results on a new tab, you can press the “more” button and select “Apply in new tab.” The search results will then be shown on a new tab.

Set as default filter - If you want the filter you have specified to be default (the filter that appears by default when you open the receipt log), you can press the “More” button and select “Set as default filters”. This opens the “Set as default filters” dialog and asks if you want to use these filters the next time you open the program. Press the Set as default filters button to confirm the selection or press Close to cancel.