Help centre · Step-by-step manual
Reports and VAT
Choose the appropriate workspace and branch. Your plan, enabled modules and team permissions determine which actions are available.
On the program, press Reports (F9) on the top bar. A cashier sees it only with the right Reports. On CreekPOS Online the reports are in the Reports menu of the web app, on any computer or phone, and the Today page sums up the day.
The Reports window
- Choose the period: Today, Yesterday, This week (from Monday), This month, Last month or Custom (from – to).
- Optionally pick one cashier instead of All cashiers.
- Read the tiles: Total sales (with VAT, after returns and voids), Profit, Receipts, Items sold and Avg receipt. A line under them shows the discounts, returns, service charge, VAT and promotions of the period when there are any.
- Pick a tab (Ctrl+1, Ctrl+2…):
| Tab | What it shows |
|---|---|
| By product | Quantity and sales of each product, best first, with a chart |
| By day | Each day of the period |
| By hour | The busy hours of the day |
| By category | Sales per category |
| Profit | Profit per product, without VAT |
| Promotions | Each promotion: receipts, what it gave away, sales on its lines |
| Expired stock sold | Sales from expired lots (with lots on) |
| Receipts | Every receipt: search, reprint, void, return, tax invoice |
Export to file (CSV) (Ctrl+E) saves the tab you are looking at as a file that opens in Excel.
Profit
Profit is worked out without VAT: the sales without VAT minus the cost of what was sold. The VAT you collect belongs to the FTA, not to the shop, so it is never counted as profit. The cost is the product's cost at the moment of the sale, so a later price change does not rewrite past profit. With expenses on (see Expenses), the Profit tab also shows the expenses and the net profit.
Profit is only right when costs are right: type the cost when you receive stock, and check the No cost filter in Products.
The receipts list
The Receipts tab (also the Receipts button on the top bar) lists every receipt of the period. Search by receipt number, client, cashier or amount (Ctrl+F). For the selected receipt: print it again, Void selected receipt, Return (F8), or print it as a Tax invoice. See Returns and Voids.
Closing the day: shifts and the Z report
The daily close is done with shifts. Switch on Shifts: open/close, float, cash in/out, Z report in Settings → Features (Silver), then each cashier, from the Shift button:
- Open shift with the cash already in the drawer (the float).
- During the day Cash in and Cash out record money put in or taken out; X report (interim) prints the numbers so far without closing.
- At the end, Close shift: count the cash and type it in Counted in drawer. CreekPOS compares it with what should be there and prints the Z report — shift close.
The Z report shows the receipts, the sales by cash, card and credit, discounts, returns, voided receipts, service charge, VAT, credit payments collected, the opening float, cash in and out, Expected in drawer, Counted in drawer and the Difference, with a line for a signature. After a Z the automatic backup runs.
On CreekPOS Online: POS → Shifts shows the open shifts with a live X report and the closed ones with their Z; Reports → Shifts & Z lists them all. A manager can close a till's shift from the web by typing the cash counted.
The VAT report: Tax collected
Reports → Tax collected (Ctrl+T) adds up the VAT and the service charge printed on the receipts of a period, ready for your VAT return. It needs the Silver package and the right Reports.
- Choose the period: This month, Last month, This quarter, Last quarter, A day, A month, A quarter or a Custom range. Tick Split by category if you want it.
- Read the tiles: Net VAT collected, Net service charge collected, Net sales before VAT and the receipts (with voided and returns).
- The tabs: By VAT rate (sales before VAT, VAT collected, VAT returned, net), By day, By category and Settled periods.
- Print A4, Print on the till (80 mm), or save to Excel (.xlsx) or CSV for your accountant.
A return or void is taken off in the period it happens, even when the sale was in an earlier period; the report says how many.
When you have paid the FTA, press Mark this period as paid (F2): type the amount actually paid and the reference. The Today page and the summary then show what is not settled yet. If receipts change on days already marked as paid (a till that synced late, for example), the period shows Changed after settling. Editing or undoing a settlement needs a manager.
This report adds up what your receipts say. It is not tax advice: your accountant or the FTA decides what goes on the return.
On CreekPOS Online: Reports → Tax collected, the same report with a split by branch; the Today page shows Tax collected — this month.
Expired stock sold
With lots on, Expired stock sold lists what was sold from lots that had already expired, so you can see which products to watch. On CreekPOS Online: Reports → Expired stock sold.
Reports on CreekPOS Online
CreekPOS Online → Reports → Sales: the week day by day.The Reports menu of the web app has: Sales (by day, by hour, by cashier, by payment, by category, by product), Receipts report, Profit, Stock report (stock value, low and expiring), Credit report, Expired stock sold, Shifts & Z, Tax collected, Loyalty points, Food cost and Ingredient usage, and with the Chain plan the Branches report. Each can be downloaded as CSV. Export & feed gives the accountant a download of everything or a live feed (Restaurant and Chain plans, owner only).
The daily summary by e-mail
CreekPOS Online: Settings → Daily summary sends the day's sales, receipts, average, returns and discounts, cash and card, the top 5 products, the same day last week and low stock, at the time you choose, to the addresses you choose. It is on by default.- Program (Platinum): Settings → E-mail sends the close report through your own e-mail account: recipients, the time, Send it when the shift is closed, and Send test now. Settings → Remote can also send a daily summary by Telegram.
On this screen
Online · Accounting export
Each file is built from this period's receipts and money movements. Excel or CSV opens anywhere; the others import straight into the accountant's program.
All branches · Files for your accountant · See the plans · That could not be read. Check the form and try again. · Back
Online · Back
Show the default names
Online · Branches report
One row per branch and the total below, from the same numbers as each branch's own reports.
Download CSV · From · To · Show · Sales · All branches · Cash · Card · Credit · Receipts · Avg receipt · Profit · Net · Discounts
Online · Reports and VAT
Every receipt counts once: an untagged sale is the counter's, a void takes its order back, a return takes its money back. Commission = the channel's % on the day of the order × its total.
The total does not match the receipts: tell support. · No orders went out with a driver in this period.
Online · Credit report
Everyone's balance, positive and negative, and the total owed.
Print the balances · Everyone's balance, positive and negative, and the total owed. · Total owed · Customer · Customer credit · Name · Phone · Balance · Last activity · Nobody owes anything · Statement
Online · E-receipts
Last run · None · Next try · Submit now · Receipt # · Kind · Status · Attempts · Reason · Chain head · UUID · Date · Environment · Production
Online · Expired stock sold
Sales lines that took stock from a lot already past its expiry date (the till warned the cashier). Fresh lots, then the stock from before lots, always sell first.
Lots · Show · Expired pieces sold · No expired stock was sold in this period · Date · Receipt # · Name · Lot · Qty · Cashier · Voided · Reports
Online · Export & feed
CSVs with the same columns as the till's daily export, and the accountant feed: read-only links under the shop's own token.
The daily folder copy is written by the Windows till on the PC (its setting is there), not from the web.
Switch feed_enabled on in Features for the links to work.
CSV · Show · Products · Receipts · Receipt lines · Stock · Accountant feed · Feed on · Save · Switch feed_enabled on in Features for the links to work. · Token · New token · The token is shown once - copy it now
Online · Food cost
Every product with a recipe: its price, what its ingredients cost and the food cost percentage (cost ÷ price). Restaurants aim at 25–35 %.
Ingredient usage · No data for this period · Name · Category · Cost · Margin · Food cost % · Reports
Online · Ingredient usage
What the period's sales took from each ingredient (through the recipes), what went into prep batches, what was written off and received, and — when a stock-take closed the period — the difference between the recipes and the count.
Food cost · Show · Value used · Waste value · No data for this period · Ingredient · Used by sales · Used in prep · Waste · Received · Theoretical · Actual · Stock-take variance · no stock-take in this period
Online · From
To · Show
Online · Loyalty points
The points customers still hold and what they are worth to the shop, and the top customers of the period.
Purchases by the months in the range
Print · Outstanding points · Worth to the shop · No customers yet. · Points · From · To · Show · Purchases by the months in the range · No data for this period
Online · When
Paid · Asked · Provider · Reference · Why it is here · Refunded in the last 45 days · Amount
Online · Profit
Per product: revenue (excluding VAT, after discounts), cost, profit, margin %. Profit = sales excluding VAT − cost: the VAT you collect is not profit.
CSV · Show · Revenue (excl. VAT) · Cost of goods · Margin · Net profit · Name · Qty · No data for this period · Service charge and other (excl. VAT)
Online · Receipts report
From · To · Search · Receipt #, customer, cashier or amount · Apply · Receipts · Total · Time · Kind · With lines · No data for this period · Older receipts › · CSV export on the Restaurant plan
Online · Sales
The whole history with Retail · From · To · Cashier · All · This shop · All synced devices · Apply · Cash · Card · Credit · Receipts · Voids · Returns
Online · Shifts & Z
The range's shifts per till: opened, closed, expected, counted, difference (red when ≠ 0).
Shifts · Show · Sales · Open · Difference · Cashier · Opened · Closed · Expected · Counted · No data for this period · X report · Z report
Online · Print
From · To · Show
Online · Stock report
Stock value (qty × cost of tracked products) and the range's movements by kind.
CSV · Print the stock list · Show · Stock value · Tracked · Units · Low · Out · Expiring · Expired · By category · Movements · Kind · Count
Online · Tax collected
Pick a period · All branches · Back
Online · Stock by weight
Every item sold by weight or volume: what is on hand in its unit and in kilos or litres, in whole bulk packs and loose, and its value at cost.
The price of each refill size in the customer's own bottle, and with each bottle you sell.
Roast, grind and pack · No data for this period · Name · Qty · In kg / l · Bulk packs · Value · packs · Total · Refill price list · Size · Own bottle · With our container · Reports
Desktop · Account names for the accountant
Write the name (and code) of each account as it is in your accountant's program. An empty box uses the name shown in grey.
Accountant's program · Sales posted · Discounts in their own account · Cost of goods sold against inventory · Each credit customer and supplier by name · Tally: every entry as a Journal voucher · Xero tax rate for the lines · Our figure · Default · Account name · Code · Save the names · Close · The account names are saved.
Desktop · Accounting export
Files your accountant imports without retyping: the sales journal of a day, a month or any range, with the VAT, the payments, returns, expenses and suppliers.
Day · This month · Last month · Close · From · To · Show · One entry per receipt (instead of one per day) · File for · Save the file · Account names · Close this screen · This list of shortcuts · Nothing was sold or paid in this period.
Desktop · Reports
Pick another period above; once you sell, the numbers and charts show up here.
Today · Yesterday · This week · This month · Last month · Custom · Close · From · To · Apply · Loyalty points · Cashier · All cashiers · This PC
Desktop · Tax collected
For information only — the VAT above is counted from the receipts themselves.
Close · From · To · Show · Split by category · Net VAT collected · Net service charge collected · Net sales before VAT · Receipts · By VAT rate · By day · By category · Settled periods · Edit
Desktop · Take the period's current numbers
The suggested amount is the net VAT collected in the period. Change it to what was actually paid, and add the receipt number or a note.
Cancel · The amount is not valid. · Tax collected · No printer selected (Settings) · Printed