[pc-pvt-content allow=”36,15,16,17,32,33,30,31″]
I. OBJECTIVE
1. To list the necessary POS reports that have to be submitted to head office
II. DEFINITION OF TERMS
1. POS – Point-of-Sale terminal; used in cashiering
2. BCS – POS service provider
3. Vantage – POS service provider
III. GENERAL POLICIES
Reports for Submission by Supervisor:
1) Inventory Cycle Count Report
• A periodic count is used to adjust inventory. This report has a column for quantity counted and a column for the difference between what the software assumes is in inventory and what was counted. This column represents the adjustment to inventory that needs to be made in order to make the inventory accurate.
2) Perpetual vs. Periodic Inventory Discrepancies Report
• This report will help identify inventory problems. It shows the difference or variance. The difference represents the discrepancy between what the computer assumes was on hand and what the physical count shows was on hand.
3) Daily Inventory Snap Shot Report
• This allows printing a snap shot report of the inventory for any day. For example, if you are looking at the on-hand inventory levels and you see that there are some on-hand quantities that do not seem right, an inventory snap shot can be printed for each day of the last week or month and see when the on-hand levels changed. This will help to find the point of time the inventory changes.
4) Daily Sales Report
• This report shows all orders or transactions made for the day. For each transaction, the type of payment, subtotal tax and total amount will be seen. Total amount of all transactions will be seen at the bottom of the report.
5) Product Mix Report
• This report shows items by product type. For each item, it will show the number sold, the total sales for that item and the percent of total sales for that item.
6) Monthly Sales Report
• This shows sales for each day of the month.
7) Yearly Sales Report
• This shows sales for each month of the year.
8) Discounted Items Report
• This report shows all orders that were discounted during the selected date range. This shows transaction number, discount percentage, discount amount, total amount, date and time.
9) Food Waste Report
• This report shows all items that have been entered into the food waste system. This is printed by date range and each type of waste is printed on a separate sheet (i.e. spillage, spoilage, cooking error, bad order, etc.).
10) Stock Movement Report
• This shows the movement of each item (e.g. delivery, pull-out, sold) based on the selected date range.
11) Re-order Point
• This report shows the re-order point based on the set minimum and maximum level of each item.
12) Deposit Monitoring
• This shows the deposit transactions for each day including the date and time, deposit slip number and the person who did the banking.
13) Daily Time Record
• This report shows employees’ record of time in when they begin their shift and clock out for breaks and at the end of the day. The data collected by the POS system can be used in the payroll system.
14) Audit Report
Reports for Submission by Service Crew:
A. BCS
1) Receipts with Discount such as PWD and Senior Citizen
• SC prints (2) two copies of this receipt. One copy for PWD or Senior Citizen customer and one copy for the outlet.
2) Refund Receipts with Original Receipt
• The refund receipt will be printed out by Service Crew (SC) together with the original receipt.
3) Quantity Sold
• This is for SC to determine the quantity of products sold.
4) Cashier End Session
• This is for the Cashier of the day to make their Cash Fund.
5) Z Reading
• This is for closing shift to end and to read all sales for the whole day.
6) Stocktake (Variance Report)
• This is for them to input their inventory.
B. Vantage
1) Void Receipts
• The void receipt will be printed out by SC.
2) Hourly Sales
• SC will only check the hourly sales for them to know when the lean hours and the peak hours are.
3) Cash Fund In/Out
• This is for cashier of the day to make their Cash Fund.
4) Z Reading
• For closing shift to end and to read all sales for the whole day.
5) Cash Out Report
• This is for SC to breakdown the money in cash out report.
6) Item Sales Report by Category
• This is like in quantity sold, to check and to determine which products are sold.
IV. PROCEDURE FLOWCHART
Flowchart Title
(Not Applicable)
V. REFERENCE/INTERFACE PROCESS
Document Title
1. BCS POS Procedures
2. Vantage POS Procedures
VI. FORMS AND RECORDS
Form Title
(Not Applicable)
[/pc-pvt-content]
