Dashboard - Sales - Transactions

Introduction

In this article, we will explore the various aspects of dashboard sales transactions, encompassing all completed orders that have been successfully paid for. We'll take a closer look at transaction reports, highlighting essential components such as discounts, taxes, surcharges, and customer-provided tips. Additionally, we'll examine the discounts applied by employees during the transaction process. By the end of this article, you'll have a comprehensive understanding of the intricacies involved in tracking and analyzing sales transactions through the dashboard.

Table of Contents

Understanding Sales Transaction Reports

Understanding Sales Transaction Reports:

The Sales Transaction Report in the dashboard provides a detailed overview of your completed orders that have been successfully paid for. Here are the key components you'll find in this report:

Net Sales: This is the total revenue generated from all completed orders after deductions.

Total Transactions: The total number of transactions completed within the selected timeframe.

Closed Transactions: The number of transactions that have been successfully completed.

Discounts: The total value of discounts applied to orders during transactions.

Taxes: The amount of taxes collected on these transactions.

Service Charge: Any additional charges or fees associated with the transactions.

Tips: Customer-provided tips added to the transactions.

Delivery Fees: Fees related to delivery services.

Total Sales: The total value of all sales transactions.


You have the option to refine the transactions report with the following filters:

Date Range: Select a specific period for which you want to view transactions, aiding in targeted analysis.
Time of Day: Filter transactions based on the time they were processed, useful for identifying peak hours.
Payment Methods: Choose which payment methods (e.g., cash, credit card, mobile payments) to include in the report.
Employees: Filter transactions by the employees who processed them, allowing for performance tracking and accountability.
Payment Status: Decide whether to display completed, pending, or failed transactions, providing insight into processing issues.
Card Number: Narrow down transactions by specific card numbers to examine individual card activity.
Card Type: Filter based on the type of card used (e.g., Visa, MasterCard, Amex), helpful for understanding customer preferences.


To gain a preview of the transaction details, simply select the desired transaction. Within this view, you will find information such as the Order Number, Check ID Number, Customer Name, Employee Name, Date, and Time. Additionally, you can review the items that were processed along with their corresponding quantities and amounts.


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Updated on: 08/15/2024