How To: Running the Sales Audit (02-03)

Overview

This tutorial describes how to run the Sales Transactions Audit.

Video

Tip: Use the controls on the video player to watch in Full Screen mode, adjust the quality, or watch on YouTube.

Step-by-Step

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IMPORTANT: If you are accessing this selection from a Point of Sale terminal, the region and branch assigned to that terminal automatically display in the respective fields and cannot be changed. The cursor moves to the ‘Audit Date’ field.

  1. In the ‘Region’ field, select the region being audited from the drop-down menu. To accept the pre-prompted Region, press the Enter key.

  1. In the ‘Audit Date’ field, enter the day of the month for the audit or select it from the calendar.

  1. In the ‘Audit Branch’ field, select the branch for the audit from the drop-down menu. Select All to include all branches for the entered date.

  1. Click the Add button.

Click image to enlarge.

  1. The branch/day is added to the audit. If you need to add more branches/days, repeat steps 2-4.

  1. From ‘Print Options’:
    1. Select ‘Detail’ to print the detailed version of the audit.
    2. Select ‘Summary’ to print the summary version of the audit.
    3. Select ‘Exception’ to print only a list of transactions that are out of the defined GM range.

  1. Click the ‘Print’ button.

  1. Enter a Printer ID.
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