Sunday, July 28, 2019

XZ Reports, X Report and Z Rest Report

XZ Reports, X Report, and Z Rest Report

X and Z reports are common industry types of reports.  These types of reports are older than you and I.  They were originally used in cash registers without central processing computers.  The iPad is a great computer with a powerful memory and processor.  Below, I will explain both X and Z reports.

Datio POS has great online reports.  We keep the reports as long as you are paying your monthly subscription fee (and sometimes even longer just in case you need them).  Go to our blog to learn about our powerful reporting.

XZ reports are to capture sales from a specific register.  If you are using 2 or more registers to get the data you need to run the report from all registers.  To look at combine sales for the day simply use the basic report from manage.datiopos.com.  From our reports you can select any day or days, months or years.


Below is an example of the XZ reports.  To run the XZ report go to Extras,  XZ Report.  You will see the sales and can print and email the report.  Note the time on the top.  The report will reset after 3 days.  Most people that use this report, reset every night, morning or shift change.  The report is commonly used to check cash in the register at the end of a shift.  X report is the sales from the last reset,  you can print this and come back to see any additional sales.  Z report is the same but Z report will reset the count.



Below are 3 printed examples.  Example 1, I ran the X report.  This showed all sales on this register from 7/26 midnight to 7/28 at 11:00 am.  Example 2, is the same report from 7/26 midnight to 7/28 at 11:10 am, you can see sales between items 1 and 2 are the same because I didn't do any sales between running the reports.  Item 2 below was a Z report so sales where reset, as you see in the 3rd printout after running the Z report sales, are $0.00.


End.

How to Categorize Your Items

How to categorize your items.

Datio POS uses colors to categorize items.  When creating an item you can select the color.  Maybe you can set up red for all your drinks, blue for your lunch specials, and yellow for your sandwiches.  Below are the steps to use colors to sort your items.  We have 11 default colors and with additional colors you can have a total of 45 color catagories.

First create an item by selecting +Add Item on the home menu or hold your finger on an item to edit the item.


After you have assigned a color to all your items then searching or looking at just those items in that color is easy.  Simply select on the colors on the left hand side.  You can select just Red or Red and Blue as an example.  To clear the sort slect the color again to clear.


To increase the number of colors from 11 to 45 go to Extras, Custom Setup, and Colors and turn on Additonal Colors.  Be sure to hit the Save button.


After turning on Additional Colors, on the home screen you will have a new color option.  Select this then the color you want to see.  Select it again to add another color to your sort or unslect that color.


End.

How to Sort Items on the Home Screen

How to sort items on the home screen.
To learn how to add items to the home screen follow the link.

Items by default are kept in order in which you added them.  The items run top to bottom then left to right.  After the first page has filled another page is added, simply swipe to go from page to page on the home screen.

We have four options to sort items.  The first method is the default and is sorted by Time when the item was added.  The second method is by Item Name or alphabetically.  The next is by Price, low to high.  The fourth option is to sort by Sequence ID.  This method can allow you to sort in almost any manor and is discussed below.

To change the sort method go to Extras, Custom Setup, and then Item Sorting.  Pick the method you want, you can always change back.


To use Sequence ID turn on this option as mentioned above.  Now you have to go to each item and select the sequence number, you can use 1, 2, 3... or 10, 20, 30.  Remember to edit the item or item Sequence, simply hold your finger on the item.  By using 10, 20, 30 you can always insert an item in the order by making the item with a Sequence ID of 11 or 23 as an example.


End.