Daily Packs
A locked end-of-day snapshot for one date and location: system figures from the books plus the manager's own entries.
A pack freezes one day. The server computes the day's figures from posted sales, the manager adds what the system cannot know — physical cash counted, visitors, anything the business tracks — and on submit the whole thing is locked. Packs are the audit trail of daily close: what the books said, what the manager said, and the variance between them.
Navigate to: Reporting → Packs (/reporting/packs)
Submitting a Pack
Store / center is required when you have locations (auto-selected if you have exactly one). Date defaults to today.
Template lists your composed reports. Optional — a template's own fields replace the defaults. Its pack fields become the entries to fill.
The System figures card, badged Locked at submit, shows what the server computed for that store and date.
Your entries lists the template's fields, or ad-hoc label-and-value pairs added with Add entry.
The pack is written with everything frozen. The toast reads Pack for the date is locked.
System Figures
| Figure | How it is computed |
|---|---|
| System cash | Cash tenders on posted sales receipts dated that day. |
| Total bank | Non-cash tenders on the same sales. |
| One row per non-cash tender | Each payment method with the account it landed in, labelled method (account name). An account not assigned reads Unassigned account. |
| Total sales quantity | Quantity sold on posted sales receipts that day. |
| Number of sales | Sales receipts created that day. |
| Deleted orders (today) | Orders deleted that day. |
| Deleted sales (today) | Sales deleted that day. |
| Returns / credit notes (today) | Credit notes raised that day. |
| Target rows | For up to four targets covering the date: target, completed, completion rate. A target lookup failure never blocks the pack. |
If an entry labelled Physical cash is present, the server derives Excess cash (physical − system) on submit and freezes it with the pack; the form warns you that it will.
Status
| Status | Meaning |
|---|---|
| Submitted | The only status. A pack is written once, locked, and never edited or re-opened. |
The List and the Pack View
The packs list shows the most recent 120 packs, newest date first, each with its center (or All centers), date, and a cash badge: Cash balanced, Over the amount, or Short the amount.
Opening a pack shows a masthead — business name, center, pack date and the submitted timestamp — then three sections: System figures (locked), Manager entries and Variance. The only output is the Print / PDF button, which prints the pack from the browser.
Any non-Staff user, for the centers on their allow-list. Submitting, listing or opening a pack for a center outside your list is refused, and an empty allow-list means no centers. Packs belong to the business, not the user — every manager sees every pack for their centers.
For the end-of-day close on a POS terminal that these figures reflect, see Sales → Sales Receipts (POS).
Related
- Designing the template a pack runs from: Composed reports.
- Where saved templates live: Custom reports.
- The daily sales figures a pack freezes: Sales reports.