HOLD BILL REPORT
Hold Bill Report is typically used in retail and service industries to track transactions that are temporarily on hold for various reasons.Specific reasons why the bill is on hold (e.g., payment issues, customer requests for more time, or missing items).
User Access
Who Can Access
- Pothys admin
- Head cashier
- Sales Manager
- manager
What User Can Do
- View Reports
- Analyze Sales
Pre-Requisite Activities
- Date range
- Cashier
Business Rules
When presenting business rules in a Hold Bill Report, it’s important to structure the information clearly for easy understanding. Here’s how you can effectively show the business rules:
Title: Clearly label the section as “Business Rules for Hold Bill Management.”
Review Date: Indicate when the rules will be reviewed or updated to ensure they remain relevant.
Responsibility: Specify who is responsible for each rule, if necessary (e.g., Head cashier, sales manager).
User Interface
Step 1 : Select ‘Hold Bill Report’ in Menu -> Sales reports > Cashier report > Hold Bill Report or Search Hold Bill Report
Step 2 : Select the date and POS terminal to open the Hold Bill Report.
Step 3 : To view a preview of the Hold Bill Report report in jaldi
Date Ordered : In a Hold Bill Report, the “Date Ordered” typically refers to the date on which the transaction was initiated or the bill was created.
Document no : In a Hold Bill Report, the “Document No.” typically refers to a unique identifier assigned to each bill or transaction.
Cashier Name : In a Hold Bill Report, the “Cashier Name” refers to the individual who processed the transaction and placed the bill on hold.
Terminal : In a Hold Bill Report, the “Terminal” refers to the specific point-of-sale (POS) terminal where the transaction was processed.
Customer : In a Hold Bill Report, “Customer Details” refer to the information related to the customer associated with each held bill.
Grand Total : In a Hold Bill Report, the “Grand Total” refers to the overall sum of all amounts associated with the bills that are currently on hold.