Discrepancies Report

 

To access the Discrepancies Report in the SoftPoint dashboard:

1. Log In: Sign in to the SoftPoint dashboard.
2. Navigate to Reports: Under OPERATIONS on the left, select Reports.
3. Locate the Discrepancy Report: Scroll down to the Sales section on the right and click View next to Discrepancies.

Using the Discrepancy Report

• Date or Period Selection: In the top right corner, you can select the desired date or period (e.g., today, yesterday, last 7 days, last 30 days, this month, last month, or a custom range).

• Report Breakdown: Once you generate the report, it is divided into three sections:

  1. Transactions Removed from POS but Not Refunded
  2. Transactions Refunded but Not Removed from POS
  3. Transactions Not Sent to POS

• Export Options: You can export this report as an Excel, PDF, or CSV file.