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Sales Reports |
  
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Sales Reports |
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This collection of reports is based on Invoice History data. All of the reports will give the same basic results, but in a different perspective based upon the focus of the report.
Note: These reports do not include pending transactions: orders, layaways, service orders, quotes, etc. Only after a pending transaction has been converted to an invoice and processed, will the reporting elements be accessible.
LISTED REPORTS
Invoices - Invoice Sales Report
The summary report for the designated date range lists total sales, total cost, total profit, margin, freight totals, and a combined sum of total plus freight. The value of trade-ins is also included. The detailed report lists each invoice number, date of invoice, time of invoice, cashier name, station number total price, cost, profit amount, margin, and freight. The most detailed report, includes the customer name and address and the inventory on the invoice; SKU, description, quantity, and sales tax 1 and sales tax 2 amounts. Grand totals are at the end of each report.
Dept / Category - Sales Report By Department
This report includes invoice number, invoice date, customer name, SKU, description, quantity sold, cost, selling price, discount amount, net price, average cost, average price, profit and margin per item and subtotals.
Inventory - Sales Report All Inventory
Using a date range, this reports sales of all inventory items and includes invoice number, date of invoice, customer name, account number and customer lookup code, quantity of items purchased, cost, selling price, average cost and average price, profit amount, and margin per line item. The report can be sorted by SKU or description. It can include detail or summary information and can include line notes added to the invoice listed below the inventory item or in place of the customer information.
Vendor - Sales Report By Vendor
Using a specified date range and selection of vendors, the report groups sold inventory items under the vendor name. The summary report includes vendor name, SKU, description, quantity sold, average cost, average price, profit, and margin. All items for a vendor are subtotaled. At the end of the report totals are listed by vendor name, total cost, total price, profit, margin and percentage of sales and a grand total for cost, price and profit. The detailed report also includes invoice number, invoice date, customer name and account number and code number with subtotals per inventory item.
Customer - Customer Profit Report
The primary focus is on both profit and customers. The report includes customer name, customer account number and lookup code, invoice number and date, total selling price, total cost, total profit and margin. The data is sorted by Percent Profit, Dollar Profit, Quantity Sold, or Gross Revenue, with detail grouped under the customer name and subtotaled on the customer name line. Grand totals are on the last page.
Employee - Employee Sales Report
Based on a date range and selection of employees to be included, this report displays invoice number, date and time, cashier, selling price (tax excluded), cost, profit, margin and freight per invoice. Sorted by employee name, subtotals per employee and grand totals are printed.
The Exception Report shows inventory items per employee when employees have made a change to the selling price or entered a discount percentage for the item or both. This is expressed in a field called Total Difference and is Grand Totaled at the end of the report.
Items Sorted - Items Sorted By: xxxxx
Lists inventory sold per date range period with SKU, description, quantity, cost, price, profit, and markup. Totals are at the bottom of the report. The report can be sorted by Percent Profit, Dollar Profit, Quantity Sold, Gross Revenue, and Zip Code.
Weekly Summary - Profit By Week
A summary report shows total sales, cost, profit and margin for each weekly period with grand totals at the end. A detailed report shows invoice number, invoice date and line item cost, price, profit and margin for each weekly period.
13 Week Sales -
Reports quantity sold of items per 13 week period with a total sold and ratio number. The report includes category name, SKU, description.
RELATED REPORTS
Accounts Receivable Activity: Link
Accounting: Accounts: AR Activity By Date: : : Date
Lists all Invoices tendered on Store Account for the date range specified with a grand total amount. It will show the customer name and account number, invoice number, and amount of invoice.
Bad Checks Report: Link
Accounting: Accounts: Bad Checks: : :
Lists bad checks returned and processed during the selected date range. Includes the amount of the check, reason for return, and customer name, account number and customer lookup code.
Checks Tendered Report: Link
Accounting: Accounts: Checks Tendered: : Print: Options: Query
Lists checks taken in payment and sorted by check number. The list can be focused on a specific customer or match results of a query.
Customer Purchases List: Link
Customer Center: History Tab: Snapshot: Items Purchased : Print:
The report is for one customer only and can be redesigned to a degree. It can include SKU, description, invoice number and date of invoice, quantity purchased, price, and extended line total. Other fields available are Category, Department, Time of invoice, and Item Long Description (notation).
Daily Sales Report: Link
Management: Sales Summary: Print [F7]
A summary of sales per day showing date, number of invoices, total sales, cost, profit, margin, and with returns deducted giving an adjust sales total. These totals are summed for a Month To Date total. A date range can be selected.
Gift Certificate Sales Report: Link
Management: Gift Certificate Manager: Sales Report [F8]
A listing of gift certificates sold during a specified date range. The report includes the date of sale, invoice number, and customer name on the invoice. The amount of the gift certificate is listed and totaled for the date range.
Gift Certificates Outstanding: Link
Management: Gift Certificate Manager: Print [F7]
Accounting: Reports: Gift Certificates Outstanding: :
All gift certificates not fully redeemed are listed by date sold. The report includes the gift certificate number, date sold, sales person, invoice number, customer name, and amount of the gift certificate. If a gift certificate has been redeemed in full, it is removed from the list. If it has only been partially redeemed, the amount spent is displayed and a balance calculated. All balances outstanding are totaled.:
Hourly Sales Summary w/Graph:
Management: Sales Summary: Hourly Sales: Print:
Invoices are time stamped. This report shows total sales per hour for the given date range. The report includes a total number of invoices and sales, and a graph of sales per hour.
Inventory Sales Report With Notes Link
Sales Report All Inventory
Report Center: Sales Reports: Inventory: Run Report [F7]: Options
The report can include line notes added to the invoice listed below the inventory item or in place of the customer information.
Using a date range, this reports sales of all inventory items and includes invoice number, date of invoice, customer name, account number and customer lookup code, quantity of items purchased, cost, selling price, average cost and average price, profit amount, and margin per line item. It can be sorted by SKU or description.
Monthly Sales Summary w/Graph:
Management: Sales Summary: 13 Months: Print:
A 13 month tally of sales and returns per month. Shows totals of taxed items and non-taxed items and a calculated total for the month. A graph is included for easier interpretation.
Multi-Store Sales Report
Management: Daily Sales Summary: Multi-Store: Summary tab: Store Sales Reports: Inventory Report
Lists quantities of all inventory sold in all stores for a specific date range. The report includes the item SKU with description, the number sold per store and a line total. The last line has column totals.
Multi-Store Sales Summary Report
Management: Daily Sales Summary: Multi-Store: Summary tab: Store Sales Reports: Sales Summary
Shows daily sales dollars (without tax) for each store for each day of sales for the specified date range. The grid consists of dates, store codes, and line and column totals.
Paid Commissions Report Link
Management: Commission Processing: Sales Commissions History: Print
Lists amount of commission to each employee. The report includes employee sales ID, invoice number, customer name, date of invoice, inventory SKU and description, quantity sold, amount of sale, commission percentage, fixed commission, and total amount to pay per line item and grand total paid.
Register Balance Report - Detail:
Accounting: Reports: Register Balance/Tender History: Daily Balance History: Register Balance Report:
Upon balancing the cash drawer a detailed report of transactions are grouped into sections such as AR Payments, Invoices, Deposits, etc. Included in the report is the date of the transaction, the reference or invoice number, amount in cash, checks, charge cards, coupons, gift certificates, store credits used, on account charges, and food stamp values. These are all totaled per section and grand totaled at the end. Each transaction also shows the sales clerk ID and transaction type.
Register Balance Report - Summary:
Accounting: Reports: Register Balance/Tender History: Daily Balance History: Register Balance Report:
This summary report is per register or workstation for a given date. It includes total cash, checks, charge cards, coupons, gift certificates, and food stamps tendered for both the computer counts and cashier reported amounts and any differences are displayed as over or short values. The report also shows starting balance of cash and amount of cash left for making change during the next shift. A total "your deposit" amount includes the sum of cash, checks, and charge cards, with a subtotal of just cash and checks. Also included is a fluctuating list of transaction values which appear only if there are relevant transactions for the period. The total of this column and the total "your deposit" column should be equal.
Register Sales Category Summary: Link
Accounting: Reports: Register Balance/Tender History: Daily Balance History: Category Report:
Sales for the time period and workstation covered by the when the cash drawer is balanced is summarized by category. The report includes the category name, total sale amount, total quantity sold, total return amount and quantity, total discounts and quantity per category with a calculated line total and percent of sales. Subtotals for all sales amounts and quantities of sales, refunds, discounts and a grand total less transaction discounts and less trade-in values.
Sales By Employee w/Graph:
Management: Sales Summary: Sales By Employee: Print: :
Sales totals by each employee for the specified time period are listed and displayed in a graph.
Sales Report By Category Link
Report Center: Sales Reports: Dept/Category: Run Report [F7]: Options
Lists inventory sold grouped by category. This report includes invoice number, invoice date, customer name, SKU, description, quantity sold, cost, selling price, discount amount, net price, average cost, average price, profit and margin per item and subtotals. (When option "Use Departments" is off.)
Sales Tax Report: Link
Accounting: Reports: Sales Tax Report: : : Date Sum/Det
Lists sales taxes collected for a given date range. The summary report includes sales tax group name, sales, returns, total sales, amount of tax collected, and total collected per tax group with a grand total section of sales, returns, total sales without tax, total tax collected and grand total collected. Two additional fields are total taxable and total non-taxable to distinguish between inventory items sold which never charge tax. The detailed report also groups by tax group and includes invoice number, date and time of sale, amount taxed and not taxed, total invoice amount, tax collected based on applied to value per tax category. The tax group is summarized and a grand total at the end of the report.
Sales vs Purchases (Cash Flow) [Display Only]
Accounting: Reports: Sales Vs Purchases
A display only which summarizing month by month sales, purchases, and sales minus purchases. Also includes total amounts collected, paid, and overall cash flow. Grand totals for the year are displayed at the bottom. One can select the year to be displayed.
Store Credits List: Link
Accounting: Accounts: Store Credits Report:
List all store credits still active. The report includes customer name, account number and lookup code and credit amount with a grand total credits outstanding.
Summary Of Tender Report: Link
Accounting: Reports: Register Balance/Tender History: Tender History Summary: : Sum/Det
Lists one or more tender types for any date range. Available tender types are cash, check, credit card(s), debit card, finance company, store account, store credits used, and gift certificates redeemed. A summary report includes each selected tender type, total amount and percentage of grand total collected. The detailed report shows transaction date, invoice or reference number, customer name, amount, transaction type.
Unpaid Commissions Report Link
Management: Commission Processing: Sales Commission Posting: Print [F7]
Commissions earned by employees but which have not yet been processed to pay are listed. Included in this report is the employee sales ID, invoice number, customer name, date of sale, SKU, description, quantity sold, amount of sale, commission percentage, commission earned, fixed commission amount and extended total to be paid. Return invoices will deduct commissions. Not all commissions earned will necessarily be paid at this time, so a Total to Pay can be different than the Total Commissions.
Unpaid Consignments Report Link
Management: Process Consignment Sales: Print List [F7]
Lists the sale of all consignment items, the consignor's name and amount to be paid to the consignor, with a grand total at the end of the report. Included is the date of sale, invoice number, SKU and description and quantity of the item sold. The paid value will always be zero unless the item is tagged to be paid.
Vendor Inventory Sales History:
Report Center: Vendors: Run Report [F7]
Vendor Inventory Sales Summary:
Report Center: Vendors: Run Report [F7]
Vendor Sales Report By Department
Report Center: Vendors: Run Report [F7]
After selecting a date range and vendors and departments and categories to be included, the report includes vendor ID, SKU, Description, Quantity: received, sold to date, on hand, over/under, on order, sold per month, Item cost, on hand valuation, total profit for the time period, and a summation of sales per department and category.
Vendor Sales Summary Report
Report Center: Vendors: Run Report [F7]
After selection of date range and vendors to be included, the report groups inventory sold by vendor name, shows vendor SKU, item SKU, description, quantity sold during the time period, average cost, current stock on hand quantity, selling price (price 1 only), number of units on order, and date last sold.
Zip Code Profit Report
Report Center: Sales Reports: Items Sorted: Run Report [F7] Options
Accounting: Reports: Sales Reports: Items Sorted: : Options
Lists zip codes and city name with number of invoice per zip code, total sale amounts, profit and markup per date range period. Totals are at the bottom of the report.
(see Items Sorted By)
Lists inventory sold per date range period with SKU, description, quantity, cost, price, profit, and markup. Totals are at the bottom of the report. The report can be sorted by Percent Profit, Dollar Profit, Quantity Sold, Gross Revenue, and Zip Code.