Field Notes
Preparing POS exports before the auditors arrive
Field days are expensive to reschedule. Most delays we see are not on the floor — they are waiting for someone to locate last month’s void report inside the point-of-sale application.
Pack this before week one
- List of outlets, tills, and POS versions
- User role list with privilege descriptions if the vendor provides them
- Z-reports for the sample window
- Void, discount, refund, and no-sale reports for the same window
- Card settlement files from your acquirer
- Deposit slips or cash collection logs
- Name and phone of a floor contact for each site
Formats that help
CSV or spreadsheet exports beat screenshots. If your POS application only prints PDFs, say so on the scoping call — we will budget transcription time instead of discovering it on Monday morning.
Access without oversharing
Read-only report access is enough for most desk work. We do not need permission to edit prices or create users. For configuration screens, a supervised walkthrough with your sponsor present is preferable to handing out admin credentials.
When the pack is ready, request a scoping call and we will lock observation dates that respect your peak trading calendar.