Contents - Index

Sales reports

There are over 20 sales reports available.  All reports provide for a selection based on client or inventory item, and by date. As a result there is an extensive range of information available.

1. Warranties/registrations - by all, or selected, clients.  Up to, or between, selected dates.
2. Margin analysis.  For sales to date, or between two dates.  You can report for all stock items sold, or for a selected one.  This report sums the value of all sales (actual prices) and the cost (buy) price of those items and provides a total (for each item) of the margin. If your discounts are too generous this report will provide the information you need to set more realistic discounts

3. Cash sales - all, or selected, inventory items.  Up to, or between, selected dates.  This report is useful for assessing how popular any item is.
4. Sales to recorded customers - you need to create regular customers for this report to include any information.  This report is for selected customers up to the selected date.  To link a sale to a regular customer select the customer on the POS.

5. Cashiers - sales value by cashier.  This can be used to assess performance payments if you have them.  If everyone uses the same logon it is another way of getting a cash sales report.
6. Lay bys - by selected customers and pick up dates.

7. Sales Statistics - what percentage of sales any stock item is.  By value and by number sold.   You can use it to assess whether there is any point continuing to stock an item.

8. Lines and groups - this is the same as the sales statistics report.  But you can select lines and groups to report on.  Useful to find out if line and group sales were successful.  For this report to work stock items MUST include links to both the stock line and group codes.
9. Stock turn.  This report requires that stock is ordered, and fulfilled, using stock orders.  It calculates an average duration based on stock orders for the relevant items made up within the period selected. For this report to work you must not delete orders.  At least for the current year.

10.  Library-based reports. Library reports use data from archived sales records.  To add to the archive select Housekeeping -> Copy transactions to library.  This process must be run when no one else is using the system.  The archived records are removed from the live system.  If you have a large number of transactions (15,000 or more a week) it is a good idea to run this monthly. Or even weekly.

11. Sales by supplier.  For this to include any information you must include the relevant supplier code in the Supplier code field of Stock Management.

12. Coupon sales - all sales completed by coupon payment.

13. Coupon balances - this shows balances remaining of credit coupons.

14. Free coupons creation.  This lists all free coupons you have created.  Use it to provide a summary to reimbursement.

15. Customer loyalty points - this provides a summary of the loyalty card situation of those customers with them.  This can let you know which customers look likely to require a loyalty redemption in the near future.

16. By payment type.  This report duplicates the audit report the end of day cash up process generates. The main difference is that you can select a date range.

17. Report of sales for items that have multiple links to other items.  This report enables you to report on items that are linked using the "Alternate code" in stock management.  Situations where this may be useful are where certain items may be purchased together, but not always.  So setting up a package is not required.  For example certain toys, and accessories, may be bought together.  Or certain clothing items.  Setting up this link allows you to find out if that is, indeed, the case.

18. Department/lane report.  This report allows you to look at how much has gone through any single lane.  For this report to work you need to first set up department/lanes, then, using Lane Settings, connect the relevant tills to the required Department/lane.

19. Stock lines. Use this report if you have items attached to stock lines (for POS buttons for example) but not groups.

20. Sales graphs.  There are three sales graphs.  They provide a useful, graphical, summary of trends between any dates.  The graph form is as follows:

The date range is set for all three graphs by the dates at the top.  You need to select the relevant item/person in the fields at the top of each graph.

Library reports only relate to cash sales.  The selection form is as follows: