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📊 How to Extract Day Close Reports and Live Transaction Data Using POSLink Utility

💡 Easily generate your daily sales and live transaction data directly from the POSLink Utility with these quick steps.

Updated over 3 weeks ago

Step-by-Step Process

  1. 🖥️ Go to your Back Office computer desktop and open the POSLink application.
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  2. 📅 Under “Last Day Report”, select the desired date using the calendar option and click Reupload.
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    A screenshot of a computer Description automatically generated

    A screenshot of a computer Description automatically generated

  3. ⏳ Wait a few minutes for the program to extract the data from the POS register and upload it to your PDI Essentials account.
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  4. 🔐 Log in to your CStore Essentials account and review the uploaded data.
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  5. ✅ Once the process is complete, you may close the POSLink application or leave it open.

Frequently Asked Questions

What if the REUPLOAD button does not work?

  • If the REUPLOAD button is not responding, check if your back office computer is properly connected to the Verifone point-of-sale register.

  • You may also try restarting the POSLink application or the computer to ensure proper functionality.

Can I select a specific date range for the transaction sales?

  • Yes, you can use the Calendar option to select a specific date range and re-poll the transactional data.

How long does it take for the system to re-poll and upload the transaction sales?

  • The process typically takes a few minutes, depending on the volume of data.

  • However, it may take longer if the system has a large number of transactions to process.

What should I do if the missing data is not uploaded after following these steps?

  • If the data is still missing, contact PDI Essentials support for assistance.

  • It might be due to a communication issue between the point-of-sale register and the back office system.

Do I need to keep the POSLink application open during the repoll process?

  • No, you can close the POSLink application after initiating the repoll process, but it’s not required.

  • The system will continue processing the transactions in the background.

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