Reports and Dashboard Issues

Overview

Use this page when daily operations are blocked across checkout, inventory updates, reports, or hardware integrations.

Work from top to bottom, then move to help support only after validation checks.

Before you start

• Use the correct workspace and role for each function.
• Confirm stable internet before retrying timed-out actions.

Items will not scan

1. Try product search to confirm item exists and is active.
2. Rescan a second unit of the same product.
3. Check for duplicate barcodes/SKUs.
4. Re-pair scanner if scan input does not land in the field.

Discount does not apply

1. Select the correct target (item or cart).
2. Apply discount again and review tax/total.
3. Confirm role has discount permission.
4. Re-add item and re-apply discount if state is stale.

Payment is blocked or amount is wrong

1. Validate cart total after taxes and discounts.
2. Confirm payment type is enabled.
3. Retry once after network check.
4. Confirm transaction status in sales history before retrying.

Customer lookup fails

1. Search by alias first.
2. Create lightweight profile if needed.
3. Retry attach at checkout.

Receipt does not print or share

1. Confirm sale is complete.
2. Check printer/cable/Bluetooth and paper.
3. Retry from completed sale.
4. Use alternate device if printer is paired elsewhere.

Stock counts look wrong after sales

1. Open item and review recent sales and adjustments.
2. Confirm barcode/SKU mappings.
3. Validate returns/exchanges were captured correctly.
4. Add adjustment only with a clear reason.

Report export or filter mismatch

1. Confirm same date range and location filters in dashboard and reports.
2. Refresh both screens.
3. Retry export after narrowing dataset if needed.

Device and connectivity issues

1. Verify scanner power, pairing, and proximity.
2. Clean barcodes and camera lens for poor light.
3. Confirm printer has stable power and active pairing.

Still need help

• Confirm role and location filters first.
• Share workspace, timestamp, item code, and expected result with admin.