Location Sales Log

The Location Sales Log provides a record of every Z-Read (sales reset) that has been loaded in Polygon POS Management. Sales data in this form can be sorted, filtered, printed and some data can be edited.

From Polygon POS Management,

Select the Location Sales Log button from the toolbar, or,

Select Sales from the main menu and then select Sales Log by Location (rolled up)

Most Recent Records

When this form loads, the Location Sales Log list will be automatically populated with historical data. By default, records from the last 30 days will automatically be displayed. Older entries can be viewed by, entering a date in the To and/or From text box (see below). The number of items which are automatically displayed can be increased or decreased by changing the Auto-Load Transaction Threshold setting in the Polygon POS Management application settings. See section Polygon POS Management Application Settings > Polygon POS Management > General - Transactional Browse Forms for more information about changing the number of automatically displayed records.

Filtering by Location

If you have a multi-location database you can filter the location sale log by location. To do this, click on the browse button then highlight the locations which you wish to view and click the Select button.

Filtering by Date

Entering a date in the From text box only will exclude records from before this date. Entering a date in the To text box only will to exclude records after this date. Entering both a From date and a To date will display records which are dated within this period. Leaving the From and To text boxes blank will display a page of the most recently added items (described above). The To and From date boxes also provide pop-up menus for quick access to commonly used date ranges. See section Navigation > Quick Entry of Commonly Used Dates for more information on this topic.

Get Records

Once you have entered your filtering options, click the Get Records button to apply the filters and display the requested data.

•Change/View - Highlighting an entry and clicking the Change button will load the Location Sales File Details form. This form displays additional data about the selected sales reset and allows editing of some this data. This form also allows you to view & print the Z-Report for this sales reset.

•Reload List - This button is useful if you have a multi-user license where more than one user can access Polygon Back Office at a time. Click this button to update the list with any changes made by other users such as newly created or recently deleted items.

•Print - Click this button to generate a PDF report containing the data currently listed on the Location Sales Log Form. This report can be saved, printed or converted into CSV format which can be loaded into spreadsheet programs.