REPORT DESCRIPTIONS. Chapter 6

Transcription

1 REPORT DESCRIPTIONS Chapter 6

2 REPORT Filters Available DESCRIPTION Activity Summary, Details Expenses, Orders, Refunds, Sales, Statements, Quotes, Downpayments Cash Ledger Date range, Location Cost of Goods Date range, Location Summary of cost of goods sold; includes cost, retail price, and margin. Credit Card Transactions Date range, Location Transaction number associated with date, customer, and amounts. Credit Card Date range Settlements Customer Alerts None List of customers with alerts by date with notes regarding alert. Customers None Complete customer list with information such as , address, phone, etc. Daily Cash Date, Workstation Drawer Day of Week Date range, Location Sales subtotal minus refunds for each day. Day Sheet Location, Date Sales finished today, payments received today, total payments. Discounted Items in Sales Date range List of all items sold for a discount in a date range; shows original price, actual price, and percent discount for each item. Down Payments Date range, Location Total downpayments for a specified date range, for a specific store location. Electronic Bound Book Employees Date range For tracking firearm inventory and disposition. List of company employees and their current information. Expenses Date range, Location Company expenses from a specified date range; vendors, utilities, maintenance, etc. Gift Card Balances View, Balance Gift card balances, individual cards and total for store; each card has starting and current balances listed pg. 1

3 with associated activation dates and card numbers. Gift Card Activity Date range List of activated cards associated with the customer that purchased; another list for redeemed cards and customer name. Inventory Location List of current inventory, quantities, codes, pricing. Inventory Adjustments Date range, Location Direct inventory adjustment for specified date. Inventory by Location, Category Category Inventory by Location, Category Category with Min/Max Inventory by Location, Category Category with Zeros Inventory by Inventory by Sale Date Inventory that has never been part of a sale. Inventory by Vendor The Vendor shown will be the most recent vendor that you ordered the part from. If you have no such order, we will use an entry from our Universal Product Library. In this case: it may or may not be the correct OEM, and it may or may not be the vendor that you use Job Clock Date range, Job, Item, Summary of all hours worked by Non-Taxable Sales View Date range, Location each employee for a date range. List of all non-taxable transaction; associated with customer, specified date range. Other Payments Date range, Location Other types of payments, such as: deduct sales tax for tax-exempt customer, discount, donation, external credit card, gold, in-store credit. pg. 2

4 Order Items Received Date range, Location List of all items received from associated vendors. Associated with cost, quantities, and receipt date. Order Item History Vendor List of order items received in the specified date range associated with vendors. Order Item History by Date range, Location List of ordered items received in the specified date range and grouped by manufacturers. Payments Date range Total payments broken down by workstation. Complete table of all payment types by date. Payments by Date range Date Payout Details Date range P.O. Margins Date range, Location Purchase order margins broken down by vendor. Pending Sales Location Open, unfinished sales with balance due. Product History Product Items Code Enter product code for specific history. Similar to current inventory report but includes products with inventory <=0. Purchase Orders Date range, Location Purchase order from vendors on a specified date range, with current status. Quotes Date range Quotes given to customers on a specified date, comments available to view. Red Flag View Issues identified by LinkEdge as potential problems for your business. Refunds Refunds associated with dates and customers at specific locations; Summary View. Each refund can be reviewed individually in Details View. Reorder Items None List of items tagged for reorder. pg. 3

5 Sales Category Category, View Summary or Details Date range, Employee, View Date range, Sale summary with final totals for: subtotal amt, tax amt, total amt, and payment amt. Total sales amounts broken down by category. Customer Total sales per customer over a specific date range. Total sales per employee over a Employee specific date range. Total sales from products by a specific manufacturer. with Customer Date Sales Forecasting Quantities of specific item sold within each month. Vendor Total items and sales amounts sold by each vendor. Sales Tax Date range, Location Total sales tax collected within a specific date range. Serialized None List of serialized inventory currently Inventory available. Serialized Items List of serialized inventory sold, Sold Incomplete Sales broken down by vendor. Time Clock Date range All shifts and respective work hours listed per employee within specific date range. To Be Scheduled Location Items/work orders that need to be scheduled on the calendar. Unreconciled Location, Quantity Inventory Use Tax Date range, Location Vendor Balance None Amounts owed to each vendor for orders. Vendors None List of vendors and contact information. pg. 4

6 Year to Date Location Sales total per year, broken down by month, with bar chart for comparison. Sales By Location Totals listed by category per month. Category By Month Bank Deposit Date range Total amounts of checks and cash to be deposited into financial institution. pg. 5