Transaction Report for POS orders

1. Use case name (Required)

Record all POS transactions to Transaction report in Backend as it is for online order

2. Keywords (Required)

Transaction report, accounting

3. Actors + description (Required)

• As an accountant, I would like to check all transactions in POS with different kinds of payment methods so I can easily track cash flow easily

6. Main flow (Required)

The most common path of interactions between the user & the system:

1. User accesses Backend > Omnichannel Reports > Daily Transaction Report to open the report page. There will not be any report shown yet until the user click Show report.

2. User select the one value in Date Filter and click Show report button.

3. User can click into Transaction ID/ Order ID/ Order Type/ Staff/ Customer email/ Transaction amount/ POS Location to sort the value in acscending or descending order.

   Open

   

   Transaction report

Open

Example of transaction grid

8. Fit & Gap analysis (Keep internal)

Compare this use case with the current Magestore solution to identify 3 types: