https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=37530
Bug ID: 37530
Summary: Enhance the confirm cashup modal in the Point of sale
module
Change sponsored?: ---
Product: Koha
Version: Main
Hardware: All
OS: All
Status: NEW
Severity: enhancement
Priority: P5 - low
Component: Point of Sale
Assignee: [email protected]
Reporter: [email protected]
QA Contact: [email protected]
CC: [email protected]
When doing a cashup on the registers.pl page in the POS module, it would be
helpful to be able to have specific information about the previous time
period's sales before actually recording the cashup. Currently, when you
perform the cashup the only information you get is how much money you should be
removing from the register and how much of a float to leave. Although the table
on the cash summary page gives some information, the modal gives no information
about how much money you should have in cash, credit cards or checks. No
information about refunds. No information about the actual debit types that
were sold. This is critical information for us because we handle sales for
three entities - the library, Friends of the Library and Library Foundation.
There is a 'cashup summary' link in the 'last cashup' column which gives a nice
breakdown of this type of information but that's for the last cashup you
performed not the one you are about to do. In fact, when we were learning POS
we kept expecting this info to match the sales we were about to cashup.
A report (based on the current 'cashup summary' report ) of the transactions
since the last cashup, along with the current information you get when clicking
on the 'Record cashup' button would be helpful. The information could be
presented on screen and allow printing prior to actually confirming the cashup.
Another reason an enhanced 'Record cashup' modal would be helpful is that we
have had to create customized reports to get this detailed information. If it
could be presented during the cashup process we could print the information for
our own records and send it to our Finance Dept. with our daily deposit.
I've added a screenshot to offer more clarification.
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