How to generate a financial summary of your current register
In this tutorial you will learn how to generate a financial summary of your current register, composed by all the financial amounts registered on the current open register.
Important
This tutorial uses the register with the old layout. Click here to see the tutorial with the new layout.
The new register layout is available from version C481 onwards. Click here to download the latest version of Nex.
This feature is only available to Nex subscribers. Learn more about our subscription plans.
It is recommended to open and close the register daily. The program uses opening and closing information to generate reports, allowing greater control of your business
Shall we generate a financial summary of your current register?
1. In the Register menu, in the Current Register tab, click on SEE TOTAL.
2. A window will open with reports on your current register, the first tab corresponds to the FINANCIAL SUMMARY.
About the Sales
Local sales: sum of sales made by desktop on this open register.
Sales from Catalog: sum of sales made through the Online Catalog at the cashier in question. It is not necessarily the value that enters the box.
Online sales: sum of sales made by the Nex sales application at the cashier in question. It is not necessarily the value that enters the box.
All Sales: Corresponds to the sum of all paid sales, including application, catalog and desktop sales, debit (pending) and returned sales, not including canceled sales or discounts applied to sales.
Important note: all the amounts above consider: debit sales, credit used and discounts granted. Does not consider: shipping. And, when the sale is cancelled, the amount is no longer part of the sum automatically.
Sales added to debt: Corresponds to the sum of all debt sales, which generated a debt to the customer.
Customer credits used: Total credit used by customers to pay for purchases.
Discounts: It is the total of all discounts granted in sales.
Cancelations: Shows the total amount of the sales canceled.
Return credited to account: Corresponds to the sum of all returned sales.
About the Amounts Received:
Sales amount: Corresponds to the sum of all paid sales, including sales that were subsequently canceled.
Paid debts: Corresponds to the sum of all debts paid by customers in the selected period or register.
Change credited to account: Corresponds to the sum of all the changes/returns that were not delivered to the client, but were assigned as a credit in their checking accounts.
Total Received: It is the sum of all the received values that were indicated.
About the Register balance:
Opening Balance: Initial balance reported at the time of opening the register.
Total Received: Sum of all received values.
Returns: Sum of all sales returned.
+ Money Added: Total values entered in the register.
- Withdrawn amount: Total values withdrawn from the register.
Closing balance: Corresponds to the sum of the initial balance, plus all the values received and deposits of cash, less all the values returned and withdrawn from the cash register.
