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POS Analytic Tags
POS Analytic Tags helps you easily track and analyze your Point of Sale sales by allowing you to assign analytic tags directly to POS orders, order lines, payments, and POS sessions. This makes it simple to categorize sales based on departments, projects, branches, or any custom business requirement, ensuring accurate and meaningful financial insights.
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Assign Analytic Tags at Every POS Level
This feature allows users to add analytic tags directly to POS orders, order lines, payments, and POS sessions. It ensures that every transaction detail can be categorized accurately based on your business needs.
Automatic Sync with Accounting & Analytics
Analytic tags selected in the POS are automatically transferred to accounting entries without any manual effort. This seamless synchronization ensures consistency between POS and Accounting modules. It helps accountants and managers generate precise analytic reports with confidence and accuracy.
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1.) Enable POS Analytic Features
Activate the core POS Analytic functionality through the main settings menu to begin tracking your Point of Sale transactions.
2.) Configure User Analytic Permissions
Set up specific access rights for users by enabling "Analytic Accounting" under the technical settings to ensure authorized personnel can manage and view tags.
3.) Assign Default Analytic Tags to POS
Navigate to the Point of Sale settings to assign specific analytic accounts or tags that will be automatically linked to all orders from that terminal.
4.) Launch Analytic-Enabled POS Session
Open a new register session from the dashboard; the pre-configured analytic data will now seamlessly integrate with every transaction performed.
5.) Verified Session Analytic Records
Review the active POS session record to confirm that the designated analytic tag has been correctly assigned and is tracking financial data in real-time.
6.) Process Sales via POS Frontend
Finalize sales transactions directly through the Point of Sale interface, where the system is prepared to link analytic data to the payment.
7.) Order-Level and Product-Level Analytic Assignment
Review completed POS orders to see analytic tags assigned both to the overall order and to each individual product line item for detailed cost tracking.
8.) Analytics Linked to Payment Methods
Confirm that analytic tags are successfully captured within the "Payments" tab of the POS order, ensuring the revenue source is correctly categorized.
9.) Detailed Payment Analytic Record
Drill down into individual payment records to verify the specific analytic account or tag associated with the monetary amount.
10.) Secure Session Closing and Reconciliation
Close the register to finalize all transactions for the session; this action triggers the final synchronization of analytic data with the accounting backend.
11.) Automated Accounting Journal Items
View the resulting Journal Items in the Invoicing module, where the analytic tags from the POS session are automatically posted for comprehensive financial reporting..
User Guide
