Generating a category sales report for General and Unused categories will capture any products which have been sold before being correctly allocated to a category.
The following instructions will outline the process in identifying which products have been sold in the General or Unused Categories.
This report can be run for:
- Department
- Company
- Brand
- I.E.U
- Class
- Location
From the Reporting module:
1. Click the Sales menu and select C. Sales By Range or click the Sales By Range Report icon.
The Sales By Range Report window is displayed.
2. Click the Report Type dropdown and select the category type to report on. E.g. Department.
3. In the From Code and To Code enter in “0” (zero) to select the general category.
4. Select the Report Period required. It is recommended this report is run on a monthly basis.
5. Ensure the Content field displays 3. All Sales.
6. Ensure the Format displays Summary Format.
7. Ensure that the Stocked Only box is unchecked, as not all products sold within the pharmacy will be marked as stocked. If the Stocked Only check box is checked, products marked as not stocked will not be included on this report.
8. Ensure the Show Detail box is checked. Checking show detail will display all products within the General or Unused category that have been sold within the date range selected.
9. If available, ensure Detail Level is set to 1. Product.
10. Click Run to generate the report immediately.
The Sales By Range report is displayed.
11. Alternatively, click Schedule to schedule the report to automatically run and be emailed according to a set schedule. Refer to Schedule a report.
Report Example
This report will list any products which have been sold for the selected date range in the General category.
12. Print the report if required.
13. These products should be allocated to their correct categories to ensure sales report accuracy.
14. Repeat the process for Unused if your pharmacy is allocating products to this category.