The Overings report is a comprehensive list of all transactions that were cancelled in part or whole through CLEARVIEW for the period selected. These transactions were cancelled for reasons like wrong item was recorded, customer changed the order, etc.

The information in this report includes data entered manually via the Daily Entry > Overings page.

The following information is displayed for the Area*, Store and Period selected using the filters Drop-down boxes that let you select from the options available. at the top of the page:

  • Store*: The name of the store that cancelled the transaction.

    The Store column is displayed only if the Store selected is All* or Consolidated*.

  • Date*: The date on which the transaction was cancelled.

    The Date column is not displayed if the Period selected is Daily or ~~~Live~~~*..

  • Category: The type of overing.

    Click here to learn how to create, edit and delete Overing Categories.

  • Description: Details of the overing (if any).

  • Cashier: The cashier that recorded in the overing transaction.

  • Station: The register at which the overing transaction was recorded.

  • Transaction: The transaction number that was cancelled in part or whole.

  • Amount: The base value (before taxes) of the cancelled portion of the transaction.

  • Tax^: The taxes on the base amount, if applicable.

  • Total: The total value of the cancelled portion of the transaction.

    Total = Amount + Taxes^

Overings can be edited through the Daily Entry > Overings page.

TO VIEW AN OVERINGS REPORT:

  1. Open the Overings page.

  2. Select the Area* and Store for which you want to view the report from the drop-down list(s).

  3. Select the Period for which you want to view the report from the drop-down list.

    While ~~~ Live ~~~* is available as an option for some stores, data is not available live for this page and hence a live report will not generate.

  4. Select the specifics of the period* (Term*, Date*, Year*, Week*, Week Ending*, Month*, Quarter*, From*, To*, Accounting Period*) from the drop-down list(s).

  5. Click on the Go button.

Associated Settings

*optional section or field that may or may not be visible depending on the settings selected, whether the supplier is integrated or not, etc.

^or HST or GST and/or PST or VAT/VAT Exempt (as per your location)