Updated functionality currently in Beta
This article contains either new or updated functionality that is not generally available at this time.
The Sales Report displays a summary of total sales for the specified report period and includes the number of customers served, products sold, GST, Discounts, Net Sales, COGS, GP$ and GP%, as well as average dollars and products per customer.
From the Reporting module:
1. Click the Sales menu and select 3. Sales Report.
The Sales Report window is displayed.
2. Click the Report Period dropdown and select the period to report on. Select from:
Note If Last... or Other date range was selected, specify the required period in the fields provided.
3. Review the Preview field to ensure you have selected your intended date range.
4. Select the Format for the report. Select from Daily, Weekly or Monthly Sales.
5. Select one or more Content options to be included in the report. If Agencies, Hiring and Services are selected, the results will be displayed within the retail totals.
6. Select the Separate Totals checkbox to generate a report that displays dispense totals and retail totals separately, as well as total of both. Leave the Separate Totals checkbox unselected to generate a report that combines the dispense totals and retail totals.
7. Click Run to generate the report immediately.
The Sales Report is displayed.
8. Alternatively, to run the report automatically after the End of Day is completed, click Schedule. Refer to Schedule a report.
