The Posted Sales Summary Report compiles the sales history needed for sales tax reporting. The dates, cash sales, charge sales, merchandise totals, discounts, taxable amounts, non-taxable amounts, tax collected, freight, restocking fees, total amounts, costs, gross profit dollars, and gross profit percentage are all included in this report.

The Merchandise Total (Mdse) on this report has the Discount amount taken out. If you compare this to the Mdse Total column on the “Print Posted Invoice Report” (6.3.7) and there is a Discount, the Mdse Total on the “Print Posted Invoice Report” (6.3.7) will be higher because the Discount is not taken out of that column.

If there is “None” in the Not on File Tax Code, then the Shipto Customer was deleted after the transaction was Posted. This would usually occur with the Cash Customers. To select the orders for the Customers that were deleted do the following TCL command: 

       SP-ASSIGN Fprinter #

SORT ORDER WITH INVOICE.DATE >= “begin date” AND WITH INVOICE.DATE <= “end date” AND WITH SHIPTO.NAME = “ “ SHIPTO INVOICE.DATE INVOICE.NO (P

You may <P>rint, view on the <S>creen, or <F>ax print this report.

The view screen function requires an AccuTerm© station or terminal capable of viewing 132 columns. Update fields 13, 14, and 16 in “Port Entry” in POINT OF SALE (1.10) to enable this function.

       

After the report is displayed to the screen you also have the option of entering a <D> to download the report to your local hard drive. When downloading the file, the path defaults to C:\TEMP but will use the setup in “Port Entry” in POINT OF SALE (1.10 field 16) for the download path. This directory must exist on the PC executing the download. The Windows© file name will be the report name concatenated to the port number, then .TXT. For example: ORDER.RPT10.TXT, where 10 is the port number or ORDER.RPT10TAB.TXT for the TAB Delimited file name.

Note:  The <F>ax option also includes Email capability. Emailing and Faxing require optional Software and additional Setups. Please contact Perfection Software Sales Department for more detailed information.