Point of Sale Solution Back Office Sales Overview Report
Description
What's in this article?
The Sales Overview report provides a summary of sales and payments received at a specific location. It can be a useful tool for understanding cash flow as well as any discrepancies between sales and payments. Sales can be searched using default date ranges or custom date ranges with no maximum time span. You can also search sales activity for a specific employee or register. Reports can be downloaded and saved in Excel format.
To run the Sales Overview report
- In Point of Sale Solution Back Office, select Location Reports > Financial > Sales Overview.
- Select a preset range from the dropdown list or select the Custom Range option to specify exact dates and times. Click Apply.
- If you need a summary of sales information for a single employee, begin typing the employee name in Select employee field and select the name from the dropdown list. If you need transaction information for a single register, select the register from the Register dropdown list. Otherwise, sales data for all employees and all registers will display for the date range you have specified.
NOTE: When selecting a specific register, the Clear Register option appears. Use this option to clear the selection in the Register field.
- Click Run report.
- Click Download to download the report in Excel format.
The report will provide a summary of gross vs net sales, tax collected, and cash vs card breakdown.
Field | Description |
---|---|
Category | Gross sales - total revenue generated from all transactions before any deductions, such as returns, discounts, and allowances. Net sales - the total revenue generated, excluding any sales returns, discounts, and allowances. Total collected - the total dollar amount collected. Net total - final amount remaining after all deductions or additions have been made. |
Amount | The total dollar amount. |
Refunds | The total dollar amount of all refunds. |
Net | The total dollar amount after all deductions or additions have been made. |
