Reports with Vouchers

Reports List form -> POS Sales block:

• Sales Transaction Report:
  • Filters panel:
    • Payment Type dropdown:
      • “Voucher” Type:
        • was added to the drop-down List;
        • if the “Voucher” Type was selected -> in the Datagrid are displayed only Orders with Voucher Payments;
  • Datagrid:
    • “Vouchers #” column:
      • was added after the “Gift Card #” column;
      • the column was added to the column selector;
      • the column also was added to the Excel file;
      • the logic is the same as for Gift Cards:
        • in the column is displayed Voucher # and Amount(if there is);
  • Order Quick View:
    • Vouchers are displayed in the Order Datagrid on the Quick View Panel;
    • the logic is the same as for Gift Cards;
  • Totals at the bottom:
    • “Voucher Sales” total value:
      • was added after the “Gift Card Sales” value;
      • the logic is the same as for Gift Cards:
        • the sum of Voucher Sales is displayed;
• Sales Transactions by Payment Type:
  • Filters panel:
    • “Payment Type” drop-down:
      • “Redeem Voucher” Type:
        • was added to the drop-down List;
        • if the “Redeem Voucher” Type was selected -> in the Datagrid is displayed only Orders with Voucher Payments;
  • Datagrid:
    • “Payment type” column:
      • if Payment was created by Voucher -> “Redeem Voucher” is displayed as a Payment type;
• Tax Report:
  • Datagrid:
    • “Voucher” column: 
      • was added after the “Gift Card Sales” value;
      • the column was added to the column selector;
      • also, the column was added to the Excel file;
      • the logic is the same as for Gift Cards:
        • is displayed the sum of Voucher Amounts;
  • Totals at the bottom:
    • “Total Voucher Sales” value:
      • was added after the “Total Gift Card Sales” value;
      • the logic is the same as for Gift Cards:
        • the sum of Voucher Sales is displayed;
• Daily Transactions Report:
  • Datagrid:
    • “Voucher Sales” column: 
      • was added after the “Gift Card Sales” value;
      • the column was added to the column selector;
      • also, the column was added to the Excel file;
      • the logic is the same as for Gift Cards:
        • is displayed the sum of Voucher Sales;
    • “Voucher” column:
      • was added next to the “Gift Card” column;
      • the column was added to the column selector;
      • also, the column was added to the Excel file;
      • the logic is the same as for Gift Cards:
        • the sum of Voucher Amounts is displayed;
  • Totals at the bottom:
    • “Voucher Sales” Total value:
      • was added after the “Gift Card Sales” value;
      • the logic is the same as for Gift Cards:
        • the total sum of Voucher Sales is displayed;
    • “Voucher” Total value:
      • was added after the “Gift Card” value;
      • the logic is the same as for Gift Cards:
        • the total sum of Voucher Amounts is displayed;
• Vouchers History:
  • a new Report was added next to the “Gift Certificates History” Report:
    • Basic rules:
      • vouchers in specific periods are displayed;
    • Filters panel:
      • Refresh button -> the panel is refreshed; 
      • “X” button -> no one filter isn’t selected;
      • “Date Created” date picker:
        • is required;
        • the voucher creation date is displayed;
        • is enabled the ability to add From / To date ranges;
      • “Voucher #” textbox;
      • “Search” button:
        • was added at the bottom of the panel;
        • after clicking on the button -> the Datagrid is filtered based on the filled info on the panel;
    • Datagrid with the columns:
      • checkboxes;
      • Voucher #;
      • Date;
      • Amount;
      • Open Balance;
      • Can be used only at:
        • the enabled Store for this Voucher is displayed;
    • “Export Excel” button:
      • should be added before Datagrid;
      • after clicking on the button -> the Excel is downloaded;
      • if some lines are checked in Datagrid:
        • in Excel are displayed only checked item lines;
      • if no one item line has been checked in Datagrid;
        • in Excel are displayed all line items from Datagrid;
      • file contains next columns:
        • Voucher #;
        • Date;
        • Amount;
        • Open Balance;
        • Can be used only at.

POS Dashboard:

• Sales Over Time statistic:
  • Sales Column:
    • Voucher Sales:
      • the new line was added:
        • the sum of the Voucher Sales is displayed based of the date;
  • Total Column:
    • the “Total Sales” value is clickable;
    • after clicking on the line:
      • the“Sales Transaction Report” is opened;
• Sales Over Time line statistic:
  • Sales Column:
    • Voucher Sales:
      • a new line was added:
        • the sum of the Voucher Sales is displayed based of the date;
• Payment Method statistic:
  • Method column:
    • Redeem Vouchers:
      • a new line was added:
        • the sum of the Voucher Payments is displayed based of the date;
    • lines in the column are clickable;
    • after clicking on the line:
      • the “Sales Transaction by Payment Type” is opened  -> the Report is filtered based on the selected Payment Type.