Originally written by John Hardwick, last updated Apr 24, 2024, on the Swan Retail knowledge base (FRS).
Part of: Sales Reports
The report lists transactions by location for the specified transaction date. The report shows booked sales alongside payments received / refunded.
A cumulative analysis by tender type is shown per location.
Crystal report name Daily Sales Summary 15
The report will highlight void and edited payments and payments linked to orders with open services.
The financed column includes finance values arranged, which may or may not have been paid. Financed values are not part of the Cash Reconciliation process.
Selection Criteria
Run time choices, user selectable.
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Process Date - (Date of Sale)
Leaving the date set to the default of ‘31/12/9999’ instructs the report to run for today’s date.
The future date removes the need to manually key in today’s date every time the report is run, therefore it's a form of a shortcut to speed up run time selection.
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Date
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Physical / Transaction (as at date)
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Restricted Location(s) - Sales Location
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Show Zero Valued Lines
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Yes / No
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Include Quotations
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Yes / No
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Show Payment IDs
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Yes / No
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Include Held Orders
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Yes / No
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Print Sequence
As indicated by blue numbered squares in the report example.
1 Sales Location
2 Sales Order Number
3 Tender Type
4 Payment ID
Report Totals
As indicated by yellow numbered squares in the report example.
1 Location
2 Tender Summary for that location
3 Report Totals
Printed Fields
Fields printed on the report.
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Selling Location
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Date (Transaction or Physical)
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Sales Order Number / Pad Reference
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Customer’s Full Name
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Sales (Adjustment) Value
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Financed Value
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Initial Payment
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Balance Payment
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Payment Type
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Payment Date
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