This report provides a detailed summary of sales and transactions for a specific sales period, allowing for focused review of performance within that timeframe. It includes key financial totals, such as overall sales and tips, along with discounts, customer count, and the average sales per customer. The report also features payment method breakdowns presented in charts and a comprehensive list of accounts opened during the selected period. This information is valuable for analyzing sales performance and managing account activity within specific time frames.
Accessing the Report
- Log in to the system with your Login Credentials.
- Navigate to the "Reports" section and select "Sales Periods".
- Select an Sales Period, this will retrieve all data for the requested Sales Period.
- If the sales period is still open, a "Close Sales Period" button will be visible in the top right corner. Back Office Users can click this button to close the Sales Period.
Understanding the Report Data
Header Information
- Opened At: Shows the date and time the sales period was opened.
- Closed At: Shows the date and time the sales period was closed.
- CLOSE SALES PERIOD Button: Allows you to close the current open Sales Period.
- This button is only enabled for open Sales Periods; otherwise, it remains disabled.
Sales Overview
- Total Sales (Gross): Shows the total sales amount before any deductions.
- All items processed before voids, wastage, and discounts are applied.
- total sales (gross) = total sales (net) + (voids + wastage +discounts )
- Total Sales (Net): Shows the total sales amount after deductions.
- Calculated as total sales minus discounts, voids, and wastage.
- total sales (gross) - (discounts + voids + wastage)
- Total Voids: Shows the total value of voided transactions.
- Total Wastage: Shows the total value of wastage.
- Total Discounts: Shows the total value of discounts applied.
