Summary overview of POS documents
We can find this feature in the menu, under Retail POS | Invoice list. The summary overview allows for a summarized overview of issued invoices, according to different criteria.
We can sort and filter the documents in Summary overview by condition.
We will present the summary overview of POS invoices feature to you.
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CASE SUMMARY
The person responsible from the company Tecta wants to see the list of issued retail invoices of the company, which were issued in 2021, and among them find the account of the buyer Kampisti ASCE with the serial number 21-3200-000008. They do this following the next steps:
- Invoices list and summary overview
- Determination of criteria
- Preview of the document
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1. Invoices list and summary overview
The person responsible wishes to see the list of POS invoices issued in 2021.
For this purpose, they choose the Retail POS module and the Invoice list submodule.
A window will automatically open, having Type of review: Summary review selected. In our case, the selection stays as it is.
2. Defining the limiting criteria
By specifying search criteria in the header of the list and with the option of filtering and sorting in all columns in the list, we can easily search for the desired documents.
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HINT
By clicking on the  (Hide/Show columns) button on the right side of the list of columns, we can choose between the columns with the data we want to have displayed.
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In this case, the person responsible selects a filter from the header by which they want to limit the display of documents.
In the Document type field, they choose the type of document: 3200 - Retail POS and select the search period.
They are interested in all documents issued in the period from January 1 until December 31, 2021 .
The display of issued documents can also be filtered by selecting the currency in which the invoices were issued.
2.1. Document classification
Documents matching the selected criteria are displayed in the lower part of the window.
The person responsible wants to arrange all the documents in the list alphabetically by customer, so they click on the Customer column.
An additional field appears where they select the option Sorting A → Z.
They wish to look at document 21-3200-000008 issued to the buyer Kampisti ASCE in more detail.
They open the document by clicking on the invoice number.
2.2. Document filtering
They can also search for a document with the Filter by condition feature.
If they want to filter the results according to a certain condition, they do so by clicking on the Customer column and selecting the Filter by condition option.
They can choose among the following conditions:
- Starts with
- Equal
- Empty
- Not empty
- Contains
- Does not contain
- Ends with
- Not equal.
In this case, they want only the invoices issued to the buyer Kampisti ASCE to be displayed. For this purpose, they select the Begins with option from the list and enter “Kam” in the field below.
A list of invoices whose customer name begins with “kam” is displayed.
3. Preview of the document
Once they find the desired document - 21-3200-000008, they can visualise it in a PDF format before export.
For this purpose, they click on the eye icon 
and choose the format of the visualisation.
They can choose among various printouts:
- POSX Thermal Invoice
- POSX A4 Invoice
In this case, the person responsible chooses POSX A4 Invoice and the printout option 857 - Invoice.
A preview of the document opens.
