BIR Summary Reports

 View BIR Summary Reports

1. Hover over the "Reports" option in the side navigation bar of POS Screen. Click on "BIR Sales Summary" option from the dropdown menu. You will be directed to BIR Summary Reports.
   
   
   
   
2. Select any report from the list. You can filter reports by outlet, by a specific web register, and by date. 
    
   
   
   
   
3. Select any report from the list. You can filter reports by outlet, by a specific web register, and by date. 
    
   
   
   

• The Above Shown Reports are decsribed Below
  
  

  Sales Summary: Provides a consolidated overview of total sales within a selected period. Useful for daily, weekly, or monthly reporting. This report is generated per Z Reading. 

  
  

  Sales Transactions: Lists all individual sales transactions, including invoice numbers, amounts, and payment details. 

  
  

  Senior Citizen Shows transactions where senior citizen discounts were applied, including customer details and discount amounts. Can include both VATable (5%) and VAT-Exempt (20%) transactions.

   
  Solo Parents Displays sales with discounts granted to solo parents as mandated by law.

   
  Person with Disability (PWD) Contains sales transactions where discounts for persons with disabilities were applied. Can include both VATable (5%) and VAT-Exempt (20%) transactions.

   
  National Athletes & Coaches Generates a list of sales with discounts extended to recognized national athletes and coaches. Medal of Valor Reports transactions involving Medal of Valor awardees, reflecting discounts granted. Diplomat Displays transactions involving diplomats, recorded as zero-rated (not VAT-exempt). Refund Summarizes all refunded sales transactions for the selected period.

  
  Refund by Items Details refunds broken down by specific items, quantities, and amounts.

  
  E-Journal A digital log of all transactions, capturing every sale, refund, and void entry. This acts as an electronic version of the official sales journal. 

  
  

  X-Report Provides a snapshot of sales activity without resetting totals. Often used for mid-day checks. Multiple X Reports can be generated within a day (e.g., per cashier).

  
   Z-Report Generates an end-of-day sales summary and resets the counters for the next day. This is the official daily closing report.

  
  Void Transactions Lists all voided or cancelled sales transactions, including the user who performed the action and the reason for voiding.