Template:Wanda POS Customers Dairy

Customers Dairy

At time we just want to look at the general picture. In-flow and out-flow of cash, payments, tickets etc. Customers diary is the place for this.

• Click on in the Administration panel.
• Under the reports section click on .
• Set the appropriate filters: customer, start date and/or end date.

Click on to display the report.

Example, Customers Dairy

Let’s say we want a report of all Pauline’s financial activities from September 7, 2013 at 12:47 AM to this present moment.

• Click on in the Administration panel.
• Under the reports section click on .
• Click on the Customer button to the right of the text field labeled Customer.
• On the pop up window enter the Tax ID, Search key and/or name of the customer you’re searching for. (in our case it’s Pauline, so I’ll just enter p for the search key).
• Click on . In case you made a mistake click on to filter all over.
• This on the customer’s name , then click on .
• Click on the calendar to the right of the text field named Start date.
• Set the date to September 7, 2014 and the time to 12:47, then click on .
• Click on the calendar to the right of the text field labeled End date.
• Click on , then click on .
• Click on to display the output.