Using the Summary screen
When you're logged in to CounterPOS, you can access the Sales summary screen by tapping on the Summary button from the footer bar.
At the top of the screen, there are tabs to the two different summary sections:
- The Sales Tab
If you're logged in, you'll land on the Sales tab of the Summary screen. This article covers this page. - The Attendance Tab
If you're not yet logged in, you'll land on the Attendance tab by default, otherwise, you can tap the attendance tab to switch over to the Attendance register screen and Clock in/out options.
By default, the Sales summary page shows all open sales, which are sales that are not yet completed and assigned to a shift, and all completed sales that are part of un-posted shifts.
Once a shift's cashup has been posted, its sales will be cleared from this screen.
Viewing Invoices
Tap any invoice to open it.
- An Open invoice will return you to the Sale screen where you can modify the order.
- A Fulfilled invoice will open an invoice overview screen with details of the invoice:
The summary gives you all of the details of the invoice, and action buttons:
- The Void button lets you void this invoice.
- The Print button reprints this invoice to this device's invoice printer.
Tap the X button to close the window.
Searching for Invoices
Use the search bar to find invoices quickly. You can search by order number, customer name, driver name, and other criteria.
For example, if you search for a driver's name, all orders assigned to that driver will appear. This works the same way for a customer name or any other search term.
To clear a search and show all orders again, tap the X on the search bar.
Using Quick filters
The Quick filters let you quickly choose what invoices to show on the summary page:
- All shows all orders, either open or from an unposted shift. This is the default selection.
- Transaction type lets you see open orders by transaction type. These orders still need payment and fulfillment before they can be included in a cash-up.
- Each type shows a number in brackets. This number tells you how many sales of that type are still open.
- You can select multiple order types to view by ticking their checkboxes.
- Sales channel lets you filter open orders by Sales channel
- Each type shows a number in brackets. This number tells you how many sales of that type are still open.
- You can select multiple order types to view by ticking their checkboxes.
Any order in this list still needs to be fulfilled. Each order also shows its MSP ("minutes since placed").
To return to the full list, tap All. The All filter also shows a number in brackets. This number is the total count of orders placed that day.
Fulfilling a Sale
The Fulfill Sale(s) button is in the top right corner of the screen.
Some transaction types need to be marked as fulfilled before they are completed, such as collects or deliveries, to indicate that the order is fully complete.
Fulfilling a sale means:
- Payment was received
- The order was given to the customer
- The order is ready to be included in the shift's cash-up
To fulfill an order, tap the checkbox next to it to select it. Then, tap Fulfill sale.
You can select more than one order to fulfill them all at once.
Transaction Filters
Transaction Filters let you set up a detailed filter for the sales summary screen on this POS device. When enabled, it will display only the orders for the criteria you've selected.
Tap on Transaction filters at the top right to open up the configuration panel. These filters help you find orders according to very specific criteria. We've grouped the filter options into 5 categories. By default, all options in all categories are selected, so all orders are displayed.
Select all options you want to display and tap Apply filters to appear.
For example: If you want to set up the POS to show you only open UberEats orders, you would tick Status "Unfulfilled", and Sales Channel "Uber Eats".
To clear filters, open up the Transaction Filters window and tap Clear filters.