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278 changes: 158 additions & 120 deletions content/applications/sales/point_of_sale.rst

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30 changes: 30 additions & 0 deletions content/applications/sales/point_of_sale/reporting.rst
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Expand Up @@ -11,3 +11,33 @@ and :guilabel:`Orders`.

These statistics are available in a graph or pivot view that you can filter or group depending on
your needs.

.. _pos/analytics:

Analytics
=========

Once you :ref:`close and post the POS session <pos/session-close>`, access the comprehensive report
to review all session activities, including who initiated the session and who handled specific
orders. To access the session's report:

#. Click :icon:`fa-ellipsis-v` (:guilabel:`vertical ellipsis`) on the POS card.
#. Click :guilabel:`Sessions` under the :guilabel:`View` section.
#. From that list view, you can see all the sessions and who initiated them under the
:guilabel:`Opened By` column.
#. Select a POS session to open a detailed session report.
#. Click the :guilabel:`Orders` smart button to display a list of all orders placed during that
session.
#. From that view, you can retrieve the following information:

- The :guilabel:`Order Ref`
- The :guilabel:`Date` of the order.
- The :guilabel:`Point of Sale` where that order was made.
- The :guilabel:`Receipt Number`.
- The :guilabel:`Customer`.
- The :guilabel:`Employee` that placed this order.
- The :guilabel:`Total` paid amount.
- The order :guilabel:`Status`.

To get an overview of all orders, regardless of the session, click the vertical ellipsis button
(:guilabel:`⋮`) on the POS card and select :guilabel:`Orders` from the :guilabel:`View` section.