The Sales List is the main tool for managing your transactions. It displays all sales and refunds in one place.
Steps
Sign in to the Fortis POS Platform at https://my.fortis.world/auth/login.
Go to Sales to open the sales list.
To find a specific sale, enter the sale number in the Search bar.
Use Filter to narrow results, for example by selecting a Payment status to view only Paid sales.
The bottom of the list shows the Total Revenue for the displayed sales.
Click any sale to view its full details.
Downloadable Reports
If you need more detailed insights, you can download XLSX reports with full sales and refund data.
Steps
Sign in to the Fortis POS Platform at https://my.fortis.world/auth/login.
Go to Sales.
Click Get Reports.
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Select the report you want to export:
Items Report: Includes detailed sales and refund data grouped by catalog items.
Cash Flow Report: Includes a list of sales and refunds with timestamps, amounts, payment methods, and transaction details.
Sales by Location Report: Includes sales and refund data grouped by business locations.
Sales by Employee Report: Includes sales and refund data grouped by employees to track individual performance and activity.
Raw Data Report: Includes a complete export of transactional data for advanced analysis and external reporting.
The exported reports reflect the exact sales list currently displayed on the page. Any filters applied to the sales list will also apply to the downloaded file.