Counterpoint has built in reporting for Price Exceptions, or situations where a price was changed when selling an item. The two reports are:
- Price Exceptions Report – For unposted sales transactions
- Price Exceptions History Report – For posted (historical) sales transactions
Both Price Exceptions Reports can show you:
- Transactions and line items with a price override applied
- Transactions and line items where a prompt for price item was rung up
Running the Price Exceptions Reports is one way that you can look for shrink situations.
Using the Price Exceptions Report
To run the Price Exceptions Report for unposted transactions, such as today’s sales transaction, open orders, and open layaways:
- Select SETUP → REPORTS → PRICE EXCEPTION REPORT
- (Optional) Select a Store or choose All stores
- (Optional) Select a Drawer or choose All drawers
- Check the box for Print price override to show transactions where the user overrode the price of the line item
- Check the box for Print prompted for price to show transactions where the user was prompted to enter a price for the item
- (Optional) Click the Document Header tab and apply ticket
- (Optional) Click the Document Line tab and apply filters for line items
- Click Preview and review the results of the report
Using the Price Exceptions History Report
To run the Price Exceptions History Report for posted transactions, such as historical sales transactions.
- Select SALES HISTORY → REPORTS → PRICE EXCEPTION HISTORY REPORT
- (Optional) Select a Store or choose All stores
- (Optional) Select a Drawer or choose All drawers
- Check the box for Print price override to show transactions where the user overrode the price of the line item
- Check the box for Print prompted for price to show transactions where the user was prompted to enter a price for the item
- Click the Document Header tab and apply ticket filters
NOTE: It is recommended that you use a Ticket Date filter to limit the report to a specific date range. If you do not use a date range the report might cause Counterpoint to crash from pulling too much data from the database.
- (Optional) Click the Document Line tab and apply filters for line items
- Click Preview and review the results of the report
