Generate reports for products that didn't originate from a product feed import in Point of Sale and were manually added by a store associate.
Manually created products or products that are "Not on File" are products that didn't originate from a product feed import, and were manually added by a store associate. Usually, a manually-created product not found in a lookup goes through on the sales floor.
Prerequisites
- Modern POS App Build: 9.0.1 or later
- Platform Support: iPhone & iPad
- Offline Support: no
Configure Point of Sale for Product not on File Reports
View a report of products that are not on file in both CMS and on the app.
Viewing and Generating Reports
To view and generate the report in Point of Sale CMS:
- Go to .
- Adjust the start and end dates to view all products created within that time frame.
- (Optional) Select to download a CSV-formatted file of the results.
POS App Deep Link
To view the report in the POS app, you'll need to set up a deep link:
- Set the deep link in a layout or hamburger menu.
- In the deep link picker, go to .
- Set and save your changes.
- Relaunch your POS app.
View Product Not On File Report in the POS App
See key product and sales data, including product ID, title, price, creation date, taxability, store associate ID, and store ID in the Point of Sale (POS) app.
Reload the report on demand to get a current view of sales data. Users can customize the report by date range, filtering by day, week, month, year, or a specific range.
Accessing Report
After setting the deep link using the steps in POS App Deep Link, close and relaunch the app. Tap the deep link and you’ll see the screenshot.
The POS app report includes this information:
- Product ID
- Product title
- Product price
- Creation date and time (in UTC)
- Product's taxability (yes or no)
- Store Associate ID's and their full name
- Store ID
The report can be reloaded on-demand by clicking the refresh icon at the top right. This will trigger a fresh new query, using the currently selected date for the data filtering.
Customizing Report by Date
The report allows date range filtering through the calendar icon at the bottom, with the default view initially set to cover the last seven days. For app builds earlier than 9.9.1, the report can be filtered by the current day, last three days, last seven days, and last 30 days.
For builds 9.9.1 or later, users can customize the filter by day, week, month, year, or a specific range. There's a maximum limit of 31 days for a specific range.